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 |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
196
shares
|
$64,562
0.01% of portfolio
|
Q3 2023
Added 19.51%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
187
shares
|
$61,597
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
184
shares
|
$60,609
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
181
shares
|
$59,621
0.02% of portfolio
|
Q2 2021
Added 8.38%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
180
shares
|
$59,291
0.0% of portfolio
|
Q3 2024
Reduced 12.2%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
172
shares
|
$56,656
0.0% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
169
shares
|
$55,668
0.0% of portfolio
|
Q3 2024
Added 19.86%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
167
shares
|
$55,009
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
162
shares
|
$53,362
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
160
shares
|
$52,704
0.01% of portfolio
|
Q2 2024
Reduced 28.25%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
156
shares
|
$51,386
0.0% of portfolio
|
Q3 2024
Added 21.88%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
156
shares
|
$51,386
0.0% of portfolio
|
Q1 2024
Added 1.28%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
150
shares
|
$49,410
0.0% of portfolio
|
Q3 2024
Added 14.5%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
149
shares
|
$49,080
0.02% of portfolio
|
Q3 2024
Reduced 17.68%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
149
shares
|
$49,080
0.0% of portfolio
|
Q3 2024
Reduced 12.87%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
146
shares
|
$48,092
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
140
shares
|
$46,116
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
140
shares
|
$46,116
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
138
shares
|
$45,457
0.0% of portfolio
|
Q2 2024
Added 9.52%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
133
shares
|
$43,810
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
132
shares
|
$43,480
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
132
shares
|
$43,480
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
126
shares
|
$41,504
0.0% of portfolio
|
Q3 2024
Reduced 20.75%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
119
shares
|
$39,198
0.0% of portfolio
|
Q3 2023
Added 164.44%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
115
shares
|
$37,881
0.02% of portfolio
|
Q3 2024
Added 1.77%
|