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 |
|---|---|---|---|---|---|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
42
shares
|
$15,503
0.01% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
39
shares
|
$14,396
0.0% of portfolio
|
Q3 2024
Reduced 93.73%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
38
shares
|
$14,027
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
36
shares
|
$13,289
0.0% of portfolio
|
Q2 2024
Added 176.92%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
33
shares
|
$12,181
0.0% of portfolio
|
Q4 2024
Added 13.79%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
30
shares
|
$11,074
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
29
shares
|
$10,705
0.0% of portfolio
|
Q4 2024
Reduced 35.56%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
27
shares
|
$9,966
0.01% of portfolio
|
Q3 2024
Added 8.0%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
25
shares
|
$9,228
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
24
shares
|
$8,859
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
23
shares
|
$8,490
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
22
shares
|
$8,121
0.0% of portfolio
|
Q3 2024
Added 46.67%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
21
shares
|
$7,751
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
21
shares
|
$7,751
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
20
shares
|
$7,382
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
20
shares
|
$7,382
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
20
shares
|
$7,382
0.0% of portfolio
|
Q4 2024
Reduced 47.37%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
19
shares
|
$7,013
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
19
shares
|
$7,013
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
19
shares
|
$7,013
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
18
shares
|
$6,644
0.0% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
16
shares
|
$5,906
0.0% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
16
shares
|
$5,906
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
15
shares
|
$5,537
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
14
shares
|
$5,167
0.0% of portfolio
|
Q4 2024
Added 250.0%
|