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 |
|---|---|---|---|---|---|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
1,153
shares
|
$379,798
0.01% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Ctc Capital Management, LLC
|
May 05, 2023 Q1 2023 |
1,150
shares
|
$378,810
0.49% of portfolio
|
Q1 2023
Reduced 4.17%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
1,149
shares
|
$378,480
0.0% of portfolio
|
Q3 2024
Reduced 5.82%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
1,148
shares
|
$378,151
0.07% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
1,145
shares
|
$377,163
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
1,126
shares
|
$370,904
0.03% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
1,106
shares
|
$364,316
0.03% of portfolio
|
Q3 2024
Reduced 8.22%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
1,100
shares
|
$362,340
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
1,082
shares
|
$356,410
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First County Bank /Ct/
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,074
shares
|
$353,775
0.12% of portfolio
|
Q3 2024
Reduced 12.11%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
1,063
shares
|
$350,152
0.01% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,058
shares
|
$348,505
0.0% of portfolio
|
Q3 2024
Reduced 12.2%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
1,057
shares
|
$348,175
0.0% of portfolio
|
Q3 2024
Reduced 28.29%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
1,054
shares
|
$347,187
0.0% of portfolio
|
Q3 2024
Added 5.19%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
1,040
shares
|
$342,576
0.01% of portfolio
|
Q2 2024
Reduced 4.59%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
1,038
shares
|
$341,917
0.05% of portfolio
|
Q3 2024
Added 100.39%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
1,029
shares
|
$338,952
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
1,018
shares
|
$335,329
0.17% of portfolio
|
Q3 2024
Reduced 8.37%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
1,010
shares
|
$332,694
0.0% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Pro Share Advisors LLC
|
Nov 13, 2024 Q3 2024 |
1,002
shares
|
$330,058
0.0% of portfolio
|
Q3 2024
Reduced 20.85%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
980
shares
|
$322,812
0.01% of portfolio
|
Q3 2024
Added 10.36%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
977
shares
|
$321,823
0.0% of portfolio
|
Q3 2024
Added 101.44%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
973
shares
|
$320,506
0.0% of portfolio
|
Q3 2024
Reduced 20.38%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
972
shares
|
$320,176
0.02% of portfolio
|
Q3 2024
Reduced 76.04%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
956
shares
|
$314,906
0.01% of portfolio
|
Q3 2024
Reduced 63.23%
|