Ubs Asset Management Americas Inc Lpl Financial Holdings Inc. Transaction History
Ubs Asset Management Americas Inc
- $417 Billion
- Q4 2024
A detailed history of Ubs Asset Management Americas Inc transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Ubs Asset Management Americas Inc holds 581,645 shares of LPLA stock, worth $216 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
581,645
Previous 615,237
5.46%
Holding current value
$216 Million
Previous $143 Million
32.63%
% of portfolio
0.05%
Previous 0.04%
Shares
29 transactions
Others Institutions Holding LPLA
# of Institutions
780Shares Held
69.9MCall Options Held
355KPut Options Held
486K-
Vanguard Group Inc Valley Forge, PA7.22MShares$2.69 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.97 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.91MShares$1.45 Billion1.64% of portfolio
-
Janus Henderson Group PLC London, X03.05MShares$1.14 Billion0.53% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.66MShares$990 Million2.07% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $29.7B
- Description
- LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and ed...