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 $22.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
2,192
shares
|
$722,044
0.01% of portfolio
|
Q3 2024
Added 22.87%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,167
shares
|
$713,809
0.29% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
2,149
shares
|
$707,880
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
2,140
shares
|
$704,916
0.04% of portfolio
|
Q2 2024
Reduced 1.47%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,127
shares
|
$700,633
0.0% of portfolio
|
Q3 2024
Reduced 95.07%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 12, 2024 Q3 2024 |
2,124
shares
|
$699,645
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,122
shares
|
$698,986
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
2,073
shares
|
$682,846
0.03% of portfolio
|
Q3 2024
Reduced 95.42%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
2,062
shares
|
$679,222
0.0% of portfolio
|
Q2 2024
Reduced 6.78%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
2,007
shares
|
$661,105
0.03% of portfolio
|
Q2 2022
Added 17.71%
|
|
|
Wj Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
2,000
shares
|
$658,800
0.17% of portfolio
|
Q2 2023
Added 100.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,000
shares
|
$658,800
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
1,985
shares
|
$653,859
0.03% of portfolio
|
Q3 2024
Added 38.23%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
1,912
shares
|
$629,812
0.24% of portfolio
|
Q1 2024
Reduced 64.03%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
1,906
shares
|
$627,836
0.01% of portfolio
|
Q3 2024
Reduced 28.69%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
1,901
shares
|
$626,189
0.69% of portfolio
|
Q3 2022
Added 1.06%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,898
shares
|
$625,201
0.02% of portfolio
|
Q2 2020
Reduced 98.79%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,890
shares
|
$622,566
0.0% of portfolio
|
Q3 2024
Reduced 36.45%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
1,886
shares
|
$621,248
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Hunting Hill Global Capital, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,871
shares
|
$616,307
0.43% of portfolio
|
Q1 2024
New holding
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
1,863
shares
|
$613,672
0.27% of portfolio
|
Q2 2023
Reduced 33.23%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
1,829
shares
|
$602,472
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,779
shares
|
$586,002
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,733
shares
|
$570,850
0.01% of portfolio
|
Q3 2024
Reduced 14.46%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
1,727
shares
|
$568,873
0.21% of portfolio
|
Q3 2024
Added 0.88%
|