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 |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
530
shares
|
$170,691
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
493
shares
|
$158,775
0.03% of portfolio
|
Q3 2024
Reduced 48.54%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
476
shares
|
$153,300
0.02% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
472
shares
|
$152,012
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
452
shares
|
$145,571
0.01% of portfolio
|
Q1 2024
Added 0.22%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
446
shares
|
$143,638
0.01% of portfolio
|
Q4 2023
Added 1.36%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
442
shares
|
$142,350
0.01% of portfolio
|
Q3 2024
Reduced 12.65%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
427
shares
|
$137,519
0.01% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
411
shares
|
$132,366
0.0% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
400
shares
|
$128,824
0.05% of portfolio
|
Q1 2021
Added 28.21%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
385
shares
|
$123,993
0.0% of portfolio
|
Q3 2024
Added 32.3%
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
373
shares
|
$120,128
0.01% of portfolio
|
Q3 2024
Added 68.02%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
367
shares
|
$118,196
0.0% of portfolio
|
Q4 2023
Reduced 5.41%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
365
shares
|
$117,551
0.0% of portfolio
|
Q3 2024
Reduced 77.24%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
360
shares
|
$115,941
0.01% of portfolio
|
Q3 2024
Added 60.0%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
353
shares
|
$113,687
0.0% of portfolio
|
Q2 2024
Added 6.65%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
351
shares
|
$113,043
0.0% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
349
shares
|
$112,398
0.0% of portfolio
|
Q2 2024
Added 4.49%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
337
shares
|
$108,534
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
315
shares
|
$101,448
0.02% of portfolio
|
Q2 2024
Reduced 18.39%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
296
shares
|
$95,329
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
283
shares
|
$91,142
0.0% of portfolio
|
Q3 2024
Added 17.92%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
246
shares
|
$79,226
0.01% of portfolio
|
Q3 2024
Reduced 9.56%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
226
shares
|
$72,785
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
208
shares
|
$66,988
0.0% of portfolio
|
Q3 2024
Reduced 3.7%
|