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 |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
14
shares
|
$5,167
0.0% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
13
shares
|
$4,798
0.0% of portfolio
|
Q3 2024
Reduced 27.78%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
13
shares
|
$4,798
0.0% of portfolio
|
Q4 2024
Reduced 38.1%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
12
shares
|
$4,429
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
12
shares
|
$4,429
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
10
shares
|
$3,691
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
10
shares
|
$3,691
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
10
shares
|
$3,691
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
8
shares
|
$2,953
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
7
shares
|
$2,583
0.0% of portfolio
|
Q4 2023
Reduced 58.82%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
7
shares
|
$2,583
0.0% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
6
shares
|
$2,214
0.0% of portfolio
|
Q3 2024
Reduced 53.85%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
5
shares
|
$1,845
0.0% of portfolio
|
Q3 2024
Reduced 88.37%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
5
shares
|
$1,845
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
5
shares
|
$1,845
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
4
shares
|
$1,476
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
4
shares
|
$1,476
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 03, 2025 Q3 2024 |
4
shares
|
$1,476
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
3
shares
|
$1,107
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
3
shares
|
$1,107
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
2
shares
|
$738
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
2
shares
|
$738
0.06% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
2
shares
|
$738
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
2
shares
|
$738
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
1
shares
|
$369
0.0% of portfolio
|
Q2 2023
New holding
|