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 |
---|---|---|---|---|---|
Ethic Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,908
shares
|
$1.37 Million
0.04% of portfolio
|
Q2 2024
Added 14.56%
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
5,900
shares
|
$1.37 Million
0.79% of portfolio
|
Q1 2024
Added 2.9%
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 12, 2024 Q2 2024 |
5,860
shares
|
$1.36 Million
0.01% of portfolio
|
Q2 2024
Added 0.96%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
5,778
shares
|
$1.34 Million
0.02% of portfolio
|
Q4 2022
Reduced 2.48%
|
|
Yorktown Management & Research CO Inc
|
Jul 30, 2024 Q2 2024 |
5,690
shares
|
$1.32 Million
1.78% of portfolio
|
Q4 2023
Reduced 28.79%
|
|
Fora Capital, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
5,675
shares
|
$1.32 Million
0.2% of portfolio
|
Q2 2024
Reduced 3.85%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
5,670
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2024
Added 3.6%
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2024 Q2 2024 |
5,562
shares
|
$1.29 Million
0.14% of portfolio
|
Q2 2024
Reduced 7.22%
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 06, 2024 Q2 2024 |
5,551
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2024
Added 7.72%
|
|
Foresight Global Investors, Inc.
Purchase, NY |
Aug 09, 2024 Q2 2024 |
5,549
shares
|
$1.29 Million
0.74% of portfolio
|
Q4 2023
Reduced 23.14%
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
5,500
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.56%
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
5,402
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
Donoghue Forlines LLC
|
Aug 06, 2024 Q2 2024 |
5,287
shares
|
$1.23 Million
0.43% of portfolio
|
Q2 2024
New holding
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Aug 13, 2024 Q2 2024 |
5,275
shares
|
$1.23 Million
0.16% of portfolio
|
Q2 2024
New holding
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Aug 12, 2024 Q2 2024 |
5,271
shares
|
$1.23 Million
0.04% of portfolio
|
Q2 2024
Added 1.8%
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 27, 2024 Q2 2024 |
5,159
shares
|
$1.2 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
Advisor Os, LLC
|
Aug 05, 2024 Q2 2024 |
5,143
shares
|
$1.2 Million
0.16% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
5,131
shares
|
$1.19 Million
0.03% of portfolio
|
Q2 2024
Added 568.97%
|
|
Credit Agricole S A
|
Aug 13, 2024 Q2 2024 |
5,032
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
Amalgamated Bank
New York, NY |
Aug 12, 2024 Q2 2024 |
5,030
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2024
Reduced 31.37%
|
|
Wms Partners, LLC
|
Aug 14, 2024 Q2 2024 |
5,000
shares
|
$1.16 Million
0.09% of portfolio
|
Q2 2024
New holding
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
4,981
shares
|
$1.16 Million
0.03% of portfolio
|
Q2 2024
Reduced 16.02%
|
|
Trinity Point Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
4,957
shares
|
$1.15 Million
0.22% of portfolio
|
Q2 2024
New holding
|
|
Bank Of Nova Scotia
|
Aug 14, 2024 Q2 2024 |
4,880
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
Navellier & Associates Inc
Reno, NV |
Aug 08, 2024 Q2 2024 |
4,874
shares
|
$1.13 Million
0.16% of portfolio
|
Q2 2024
Reduced 2.29%
|