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 |
|---|---|---|---|---|---|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
100
shares
|
$32,940
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
100
shares
|
$32,940
0.0% of portfolio
|
Q3 2024
Reduced 9.91%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
95
shares
|
$31,292
0.0% of portfolio
|
Q3 2024
Added 216.67%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Oct 22, 2024 Q3 2024 |
84
shares
|
$27,669
0.0% of portfolio
|
Q3 2024
Added 86.67%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
83
shares
|
$27,340
0.0% of portfolio
|
Q3 2024
Reduced 7.78%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
81
shares
|
$26,681
0.0% of portfolio
|
Q3 2024
Reduced 91.73%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
70
shares
|
$23,058
0.0% of portfolio
|
Q3 2024
Reduced 36.36%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
66
shares
|
$21,740
0.0% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
56
shares
|
$18,446
0.0% of portfolio
|
Q3 2024
Reduced 82.87%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
54
shares
|
$17,787
0.0% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
53
shares
|
$17,458
0.0% of portfolio
|
Q3 2024
Reduced 7.02%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
50
shares
|
$16,470
0.01% of portfolio
|
Q3 2024
Added 108.33%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
50
shares
|
$16,470
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
50
shares
|
$16,470
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
49
shares
|
$16,140
0.0% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
48
shares
|
$15,811
0.0% of portfolio
|
Q3 2024
Reduced 91.62%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
48
shares
|
$15,811
0.0% of portfolio
|
Q4 2022
Reduced 35.14%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
45
shares
|
$14,822
0.0% of portfolio
|
Q3 2024
Reduced 90.53%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
44
shares
|
$14,493
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
39
shares
|
$12,846
0.0% of portfolio
|
Q3 2024
Reduced 93.73%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
38
shares
|
$12,517
0.0% of portfolio
|
Q3 2024
Reduced 45.71%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
38
shares
|
$12,517
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Oct 22, 2024 Q3 2024 |
38
shares
|
$12,517
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
36
shares
|
$11,858
0.0% of portfolio
|
Q2 2024
Added 176.92%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
30
shares
|
$9,882
0.0% of portfolio
|
Q2 2024
New holding
|