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 |
---|---|---|---|---|---|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Aug 13, 2024 Q2 2024 |
3,300
shares
|
$768,009
0.02% of portfolio
|
Q2 2024
Added 17.86%
|
|
Achmea Investment Management B.V.
|
Aug 08, 2024 Q2 2024 |
3,286
shares
|
$764,750
0.02% of portfolio
|
Q2 2024
Reduced 18.52%
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
3,253
shares
|
$757,070
0.44% of portfolio
|
Q4 2022
Added 0.06%
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
3,243
shares
|
$754,743
0.07% of portfolio
|
Q4 2022
Added 17.12%
|
|
Garrett Wealth Advisory Group, LLC
|
Jul 19, 2024 Q2 2024 |
3,219
shares
|
$749,157
0.33% of portfolio
|
Q1 2024
New holding
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 08, 2024 Q2 2024 |
3,203
shares
|
$745,434
0.07% of portfolio
|
Q2 2024
Added 541.88%
|
|
Point72 (Difc) LTD
Dubai, C0 |
Aug 14, 2024 Q2 2024 |
3,183
shares
|
$740,779
0.03% of portfolio
|
Q2 2024
Reduced 67.37%
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 25, 2024 Q2 2024 |
3,170
shares
|
$737,754
0.02% of portfolio
|
Q2 2024
Reduced 7.31%
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Aug 13, 2024 Q2 2024 |
3,161
shares
|
$735,659
0.01% of portfolio
|
Q2 2024
Added 2.53%
|
|
Chiron Investment Management, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
3,150
shares
|
$733,099
0.35% of portfolio
|
Q2 2024
Added 18.55%
|
|
Caprock Group, Inc.
|
Aug 06, 2024 Q2 2024 |
3,105
shares
|
$722,626
0.04% of portfolio
|
Q2 2024
New holding
|
|
Machina Capital S.A.S.
Paris, I0 |
Aug 09, 2024 Q2 2024 |
3,104
shares
|
$722,393
0.4% of portfolio
|
Q2 2024
New holding
|
|
Quest Partners LLC
New York, NY |
Aug 06, 2024 Q2 2024 |
3,014
shares
|
$701,448
0.11% of portfolio
|
Q2 2024
New holding
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
3,000
shares
|
$698,190
0.16% of portfolio
|
Q1 2023
New holding
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
2,989
shares
|
$695,629
0.03% of portfolio
|
Q2 2024
Reduced 0.83%
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2024 Q2 2024 |
2,981
shares
|
$693,768
0.02% of portfolio
|
Q2 2024
Reduced 7.54%
|
|
Landscape Capital Management, L.L.C.
|
Aug 12, 2024 Q2 2024 |
2,981
shares
|
$693,768
0.08% of portfolio
|
Q2 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
2,974
shares
|
$692,139
0.0% of portfolio
|
Q2 2024
Added 11.72%
|
|
Ritholtz Wealth Management
|
Jul 31, 2024 Q2 2024 |
2,959
shares
|
$688,648
0.03% of portfolio
|
Q2 2024
Reduced 2.5%
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Aug 02, 2024 Q2 2024 |
2,950
shares
|
$686,553
0.3% of portfolio
|
Q2 2024
Added 49.82%
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Aug 08, 2024 Q2 2024 |
2,935
shares
|
$683,062
0.01% of portfolio
|
Q2 2024
Added 5.31%
|
|
Pearl River Capital, LLC
Niles, MI |
Aug 13, 2024 Q2 2024 |
2,912
shares
|
$677,709
0.13% of portfolio
|
Q2 2024
New holding
|
|
Wiley Bros. Aintree Capital, LLC
|
Jul 23, 2024 Q2 2024 |
2,876
shares
|
$669,331
0.04% of portfolio
|
Q2 2024
New holding
|
|
Magnetar Financial LLC
Evanston, IL |
Aug 14, 2024 Q2 2024 |
2,860
shares
|
$665,607
0.02% of portfolio
|
Q2 2024
Reduced 17.7%
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2,859
shares
|
$665,375
0.1% of portfolio
|
Q1 2024
New holding
|