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 785 institutions that hold shares in the stock, with a total of 70 Million shares, which have been reported (via 13F filing form) to have a value of $23.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
2,147
shares
|
$713,254
0.04% of portfolio
|
Q4 2024
Reduced 14.09%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jan 27, 2025 Q4 2024 |
2,100
shares
|
$697,641
0.02% of portfolio
|
Q4 2024
Reduced 36.36%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
2,092
shares
|
$694,983
0.04% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
2,080
shares
|
$690,996
0.01% of portfolio
|
Q4 2024
Added 9.13%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
2,062
shares
|
$685,017
0.0% of portfolio
|
Q2 2024
Reduced 6.78%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Feb 14, 2025 Q4 2024 |
2,061
shares
|
$684,684
0.02% of portfolio
|
Q4 2024
Reduced 16.25%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
2,007
shares
|
$666,745
0.03% of portfolio
|
Q2 2022
Added 17.71%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,000
shares
|
$664,420
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
2,000
shares
|
$664,420
0.24% of portfolio
|
Q2 2023
Added 100.0%
|
|
|
Oak Thistle LLC
|
Jan 13, 2025 Q4 2024 |
1,991
shares
|
$661,430
0.2% of portfolio
|
Q4 2024
Added 121.96%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
1,989
shares
|
$660,765
0.0% of portfolio
|
Q4 2024
Reduced 21.48%
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,986
shares
|
$659,769
0.35% of portfolio
|
Q4 2024
Reduced 8.35%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
1,946
shares
|
$646,480
0.08% of portfolio
|
Q4 2024
Reduced 43.97%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,922
shares
|
$638,507
0.02% of portfolio
|
Q4 2024
Added 58.19%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
1,912
shares
|
$635,185
0.24% of portfolio
|
Q1 2024
Reduced 64.03%
|
|
|
Centiva Capital, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
1,904
shares
|
$632,527
0.01% of portfolio
|
Q4 2024
Reduced 82.48%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
1,901
shares
|
$631,531
0.69% of portfolio
|
Q3 2022
Added 1.06%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,898
shares
|
$630,534
0.02% of portfolio
|
Q2 2020
Reduced 98.79%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
1,886
shares
|
$626,548
0.0% of portfolio
|
Q4 2024
Added 17.73%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,876
shares
|
$623,225
0.0% of portfolio
|
Q4 2024
Added 77.32%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
1,873
shares
|
$622,229
0.06% of portfolio
|
Q4 2024
Reduced 17.78%
|
|
|
Hunting Hill Global Capital, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,871
shares
|
$621,564
0.46% of portfolio
|
Q1 2024
New holding
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
1,863
shares
|
$618,907
0.27% of portfolio
|
Q2 2023
Reduced 33.23%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,860
shares
|
$617,910
0.01% of portfolio
|
Q4 2024
Added 7.33%
|
|
|
Winton Group LTD
London, X0 |
Feb 12, 2025 Q4 2024 |
1,851
shares
|
$614,920
0.04% of portfolio
|
Q4 2024
Reduced 34.41%
|