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 735 institutions that hold shares in the stock, with a total of 69.2 Million shares, which have been reported (via 13F filing form) to have a value of $25.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
1,749
shares
|
$645,625
0.29% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,733
shares
|
$639,719
0.01% of portfolio
|
Q3 2024
Reduced 14.46%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
1,724
shares
|
$636,397
0.06% of portfolio
|
Q3 2024
Added 28.75%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
1,720
shares
|
$634,920
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
1,719
shares
|
$634,551
0.02% of portfolio
|
Q1 2024
Reduced 7.43%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
1,718
shares
|
$634,182
0.04% of portfolio
|
Q4 2024
Reduced 42.31%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
1,712
shares
|
$631,967
0.27% of portfolio
|
Q2 2024
Reduced 11.75%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
1,710
shares
|
$631,229
0.01% of portfolio
|
Q4 2024
Reduced 32.99%
|
|
|
Emerald Advisers, LLC
|
Oct 29, 2024 Q3 2024 |
1,705
shares
|
$629,383
0.02% of portfolio
|
Q3 2024
Reduced 32.15%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
1,698
shares
|
$626,799
0.01% of portfolio
|
Q4 2024
Added 60.64%
|
|
|
Sanchez Wealth Management Group
|
Jan 28, 2025 Q4 2024 |
1,686
shares
|
$622,370
0.16% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,673
shares
|
$617,571
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
1,652
shares
|
$609,819
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
1,651
shares
|
$609,450
0.21% of portfolio
|
Q1 2024
Reduced 34.2%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
1,610
shares
|
$594,315
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
1,602
shares
|
$591,362
0.0% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
1,590
shares
|
$586,932
0.16% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
1,578
shares
|
$582,502
0.03% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
1,575
shares
|
$581,395
0.19% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
1,553
shares
|
$573,274
0.01% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
1,551
shares
|
$572,536
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
1,542
shares
|
$569,213
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Feb 04, 2025 Q4 2024 |
1,541
shares
|
$568,844
0.13% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,541
shares
|
$568,844
0.03% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
1,520
shares
|
$561,092
0.0% of portfolio
|
Q3 2024
Reduced 4.82%
|