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 709 institutions that hold shares in the stock, with a total of 68.4 Million shares, which have been reported (via 13F filing form) to have a value of $24.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,733
shares
|
$624,382
0.01% of portfolio
|
Q3 2024
Reduced 14.46%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
1,724
shares
|
$621,139
0.06% of portfolio
|
Q3 2024
Added 28.75%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
1,719
shares
|
$619,338
0.02% of portfolio
|
Q1 2024
Reduced 7.43%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
1,712
shares
|
$616,816
0.27% of portfolio
|
Q2 2024
Reduced 11.75%
|
|
|
Emerald Advisers, LLC
|
Oct 29, 2024 Q3 2024 |
1,705
shares
|
$614,294
0.02% of portfolio
|
Q3 2024
Reduced 32.15%
|
|
|
Yousif Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
1,697
shares
|
$611,412
0.0% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
1,678
shares
|
$604,566
0.0% of portfolio
|
Q3 2024
Reduced 36.92%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,673
shares
|
$602,765
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Sanchez Wealth Management Group
|
Nov 05, 2024 Q3 2024 |
1,651
shares
|
$594,838
0.12% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
1,651
shares
|
$594,838
0.21% of portfolio
|
Q1 2024
Reduced 34.2%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
1,610
shares
|
$580,066
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
1,602
shares
|
$577,184
0.0% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
1,600
shares
|
$576,464
0.01% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
1,590
shares
|
$572,861
0.16% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
1,578
shares
|
$568,537
0.03% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
1,576
shares
|
$567,817
0.01% of portfolio
|
Q3 2024
Reduced 61.19%
|
|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
1,575
shares
|
$567,456
0.13% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
1,553
shares
|
$559,530
0.01% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
1,542
shares
|
$555,567
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2024 Q3 2024 |
1,539
shares
|
$554,486
0.09% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,530
shares
|
$551,243
0.02% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
1,520
shares
|
$547,640
0.0% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
1,460
shares
|
$526,023
0.06% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
1,453
shares
|
$523,501
0.04% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
1,444
shares
|
$520,258
0.03% of portfolio
|
Q3 2024
Reduced 78.3%
|