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 723 institutions that hold shares in the stock, with a total of 69.3 Million shares, which have been reported (via 13F filing form) to have a value of $16.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Public Employees Retirement Association Of Colorado
Denver, CO |
Aug 12, 2024 Q2 2024 |
7,703
shares
|
$1.79 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.97%
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
7,698
shares
|
$1.79 Million
0.0% of portfolio
|
Q2 2024
Reduced 19.48%
|
|
Martingale Asset Management L P
Boston, MA |
Aug 12, 2024 Q2 2024 |
7,697
shares
|
$1.79 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Aug 14, 2024 Q2 2024 |
7,559
shares
|
$1.76 Million
0.24% of portfolio
|
Q2 2024
Reduced 31.61%
|
|
Aquatic Capital Management LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
7,520
shares
|
$1.75 Million
0.08% of portfolio
|
Q2 2024
New holding
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2024 Q2 2024 |
7,518
shares
|
$1.75 Million
0.02% of portfolio
|
Q2 2024
Added 31.73%
|
|
Robeco Institutional Asset Management B.V.
|
Jul 22, 2024 Q2 2024 |
7,227
shares
|
$1.68 Million
0.0% of portfolio
|
Q2 2024
Added 8.82%
|
|
Garrett Investment Advisors LLC
|
Jul 10, 2024 Q2 2024 |
7,105
shares
|
$1.65 Million
0.25% of portfolio
|
Q2 2024
Added 4.42%
|
|
Pitcairn CO
Jenkintown, PA |
Aug 13, 2024 Q2 2024 |
6,792
shares
|
$1.58 Million
0.12% of portfolio
|
Q2 2024
Added 1.6%
|
|
Simplicity Wealth,Llc
|
Jul 10, 2024 Q2 2024 |
6,653
shares
|
$1.55 Million
0.04% of portfolio
|
Q2 2024
Added 1.67%
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jul 15, 2024 Q2 2024 |
6,629
shares
|
$1.54 Million
1.06% of portfolio
|
Q2 2024
New holding
|
|
Blue Mar Capital Management, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
6,580
shares
|
$1.53 Million
3.83% of portfolio
|
Q2 2024
Reduced 46.2%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
6,537
shares
|
$1.52 Million
0.01% of portfolio
|
Q2 2024
Added 2.73%
|
|
Banque Cantonale Vaudoise
|
Jul 31, 2024 Q2 2024 |
6,412
shares
|
$1.49 Million
0.07% of portfolio
|
Q2 2024
Added 40.06%
|
|
Gulf International Bank (Uk) LTD
|
Jul 10, 2024 Q2 2024 |
6,410
shares
|
$1.49 Million
0.05% of portfolio
|
Q1 2024
Added 0.94%
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Aug 14, 2024 Q2 2024 |
6,406
shares
|
$1.49 Million
0.11% of portfolio
|
Q2 2024
Reduced 50.29%
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
6,365
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2024
Reduced 9.49%
|
|
Nisa Investment Advisors, LLC
|
Jul 19, 2024 Q2 2024 |
6,300
shares
|
$1.47 Million
0.01% of portfolio
|
Q2 2024
Added 48.62%
|
|
Integrated Investment Consultants, LLC
|
Jul 19, 2024 Q2 2024 |
6,146
shares
|
$1.43 Million
0.5% of portfolio
|
Q4 2023
Added 26.87%
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Aug 08, 2024 Q2 2024 |
6,131
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2024
Added 4.46%
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,118
shares
|
$1.42 Million
0.04% of portfolio
|
Q4 2023
Reduced 1.75%
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
6,100
shares
|
$1.42 Million
0.02% of portfolio
|
Q2 2024
Added 0.39%
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
6,000
shares
|
$1.4 Million
0.02% of portfolio
|
Q4 2023
New holding
|
|
Aquila Investment Management LLC
|
Jul 23, 2024 Q2 2024 |
6,000
shares
|
$1.4 Million
1.73% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
Maryland State Retirement & Pension System
|
Jul 30, 2024 Q2 2024 |
5,954
shares
|
$1.39 Million
0.03% of portfolio
|
Q2 2023
Reduced 4.87%
|