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 |
|---|---|---|---|---|---|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
1,410
shares
|
$464,453
0.08% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
State Of Michigan Retirement System
|
Nov 04, 2024 Q3 2024 |
1,400
shares
|
$461,159
0.0% of portfolio
|
Q2 2024
Reduced 17.65%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
1,363
shares
|
$448,972
0.01% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
1,359
shares
|
$447,654
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Axa S.A.
Paris, I0 |
Nov 14, 2024 Q3 2024 |
1,351
shares
|
$445,019
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Oct 31, 2024 Q3 2024 |
1,339
shares
|
$441,066
0.17% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
1,322
shares
|
$435,466
0.0% of portfolio
|
Q3 2024
Reduced 24.8%
|
|
|
Los Angeles Capital Management LLC
|
Nov 04, 2024 Q3 2024 |
1,313
shares
|
$432,502
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,313
shares
|
$432,502
0.18% of portfolio
|
Q2 2022
Reduced 6.15%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
1,311
shares
|
$431,843
0.02% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,311
shares
|
$431,843
0.01% of portfolio
|
Q3 2024
Reduced 11.54%
|
|
|
Dgs Capital Management, LLC
|
Dec 10, 2024 Q3 2024 |
1,290
shares
|
$424,925
0.08% of portfolio
|
Q3 2024
Reduced 14.46%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
1,266
shares
|
$417,020
0.05% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,262
shares
|
$415,702
0.01% of portfolio
|
Q3 2024
Reduced 19.05%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,215
shares
|
$400,221
0.01% of portfolio
|
Q3 2024
Reduced 95.86%
|
|
|
Nebula Research & Development LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,206
shares
|
$397,256
0.03% of portfolio
|
Q3 2024
Reduced 68.95%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 23, 2024 Q3 2024 |
1,200
shares
|
$395,280
0.02% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Richard Pzena
Pzena Investment Management LLC
|
Nov 08, 2024 Q3 2024 |
1,187
shares
|
$390,997
0.0% of portfolio
|
Q3 2024
Reduced 22.97%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2024 Q3 2024 |
1,186
shares
|
$390,668
0.0% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
1,185
shares
|
$390,339
0.0% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
1,183
shares
|
$389,680
0.01% of portfolio
|
Q3 2024
Reduced 13.78%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
1,172
shares
|
$386,056
0.0% of portfolio
|
Q3 2024
Reduced 32.41%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
1,171
shares
|
$385,727
0.0% of portfolio
|
Q3 2024
Added 44.03%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
1,169
shares
|
$385,068
0.07% of portfolio
|
Q3 2024
Reduced 42.01%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
1,160
shares
|
$382,104
0.17% of portfolio
|
Q1 2024
Reduced 4.13%
|