Institutional Ownership Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA). We have compiled data on the 703 institutions that hold shares in the stock, with a total of 68.6 Million shares, which have been reported (via 13F filing form) to have a value of $22.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
2,578
shares
|
$830,270
0.0% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
2,577
shares
|
$829,948
0.13% of portfolio
|
Q2 2023
Added 3.41%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,563
shares
|
$825,439
0.04% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
2,552
shares
|
$821,897
0.01% of portfolio
|
Q3 2024
Reduced 19.5%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
2,533
shares
|
$815,777
0.0% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
2,530
shares
|
$814,811
0.02% of portfolio
|
Q3 2024
Reduced 31.1%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
2,527
shares
|
$813,845
0.02% of portfolio
|
Q3 2024
Reduced 14.6%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Nov 13, 2024 Q3 2024 |
2,523
shares
|
$812,557
0.0% of portfolio
|
Q3 2024
Added 57.69%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
2,499
shares
|
$804,827
0.03% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
2,461
shares
|
$792,589
0.01% of portfolio
|
Q3 2024
Added 48.16%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 07, 2024 Q3 2024 |
2,429
shares
|
$782,283
0.29% of portfolio
|
Q3 2024
Reduced 11.22%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,425
shares
|
$780,995
0.01% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
2,416
shares
|
$778,096
0.02% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,413
shares
|
$777,130
0.0% of portfolio
|
Q3 2024
Reduced 97.71%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
2,408
shares
|
$775,520
0.01% of portfolio
|
Q3 2024
Added 44.62%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
2,367
shares
|
$762,316
0.07% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 14, 2024 Q3 2024 |
2,344
shares
|
$754,908
0.0% of portfolio
|
Q3 2024
Reduced 98.54%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
2,278
shares
|
$733,652
0.05% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
London CO Of Virginia
Richmond, VA |
Nov 14, 2024 Q3 2024 |
2,270
shares
|
$731,076
0.0% of portfolio
|
Q3 2022
Reduced 1.9%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,266
shares
|
$729,787
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Oct 29, 2024 Q3 2024 |
2,235
shares
|
$719,804
0.38% of portfolio
|
Q4 2023
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
2,232
shares
|
$718,837
0.01% of portfolio
|
Q3 2024
Reduced 25.13%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Nov 06, 2024 Q3 2024 |
2,218
shares
|
$714,329
0.02% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
2,205
shares
|
$710,142
0.08% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
2,194
shares
|
$706,599
0.05% of portfolio
|
Q4 2022
Reduced 42.72%
|