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 |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
945
shares
|
$304,346
0.0% of portfolio
|
Q3 2024
Added 10.27%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
945
shares
|
$304,346
0.01% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
933
shares
|
$300,481
0.04% of portfolio
|
Q3 2024
Added 13.5%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
931
shares
|
$299,837
0.04% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Greenland Capital Management LP
New York, NY |
Nov 13, 2024 Q3 2024 |
916
shares
|
$295,006
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
909
shares
|
$292,752
0.01% of portfolio
|
Q3 2024
Reduced 12.17%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
907
shares
|
$292,108
0.13% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Oak Thistle LLC
|
Nov 12, 2024 Q3 2024 |
897
shares
|
$288,887
0.07% of portfolio
|
Q3 2024
Reduced 35.51%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
882
shares
|
$284,056
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
880
shares
|
$283,412
0.0% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
874
shares
|
$281,480
0.02% of portfolio
|
Q3 2024
Added 6.2%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
868
shares
|
$279,548
0.03% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
865
shares
|
$278,581
0.02% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
863
shares
|
$277,937
0.04% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
860
shares
|
$276,971
0.08% of portfolio
|
Q3 2024
Added 16.85%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
810
shares
|
$260,868
0.0% of portfolio
|
Q3 2024
Reduced 87.14%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
783
shares
|
$252,172
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
684
shares
|
$220,289
0.09% of portfolio
|
Q3 2024
Reduced 9.28%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
673
shares
|
$216,746
0.01% of portfolio
|
Q3 2024
Reduced 22.82%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
672
shares
|
$216,424
0.0% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
622
shares
|
$200,321
0.0% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Oct 10, 2024 Q3 2024 |
600
shares
|
$193,236
0.01% of portfolio
|
Q3 2024
Added 500.0%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
580
shares
|
$186,794
0.05% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
566
shares
|
$182,285
0.01% of portfolio
|
Q3 2024
Added 2076.92%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
559
shares
|
$180,031
0.0% of portfolio
|
Q3 2024
Reduced 8.96%
|