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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
29
shares
|
$9,563
0.0% of portfolio
|
Q2 2024
Added 16.0%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
27
shares
|
$8,903
0.01% of portfolio
|
Q3 2024
Added 8.0%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
25
shares
|
$8,244
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
24
shares
|
$7,914
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
23
shares
|
$7,584
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
22
shares
|
$7,254
0.0% of portfolio
|
Q3 2024
Added 46.67%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
21
shares
|
$6,925
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
21
shares
|
$6,925
0.0% of portfolio
|
Q2 2024
Added 10.53%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
21
shares
|
$6,925
0.0% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
20
shares
|
$6,595
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
20
shares
|
$6,595
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
19
shares
|
$6,265
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
19
shares
|
$6,265
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
19
shares
|
$6,265
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
18
shares
|
$5,935
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
18
shares
|
$5,935
0.0% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
16
shares
|
$5,276
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
16
shares
|
$5,276
0.0% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
15
shares
|
$4,946
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
13
shares
|
$4,287
0.0% of portfolio
|
Q3 2024
Reduced 27.78%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
12
shares
|
$3,957
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
12
shares
|
$3,957
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
12
shares
|
$3,957
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
12
shares
|
$3,957
0.0% of portfolio
|
Q3 2024
Reduced 82.61%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
10
shares
|
$3,297
0.0% of portfolio
|
Q3 2024
Added 66.67%
|