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 |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
945
shares
|
$340,474
0.0% of portfolio
|
Q3 2024
Added 10.27%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
945
shares
|
$340,474
0.01% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
931
shares
|
$335,429
0.04% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
922
shares
|
$332,187
0.04% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Greenland Capital Management LP
New York, NY |
Nov 13, 2024 Q3 2024 |
916
shares
|
$330,025
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
909
shares
|
$327,503
0.01% of portfolio
|
Q3 2024
Reduced 12.17%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jan 17, 2025 Q4 2024 |
898
shares
|
$323,540
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
882
shares
|
$317,775
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
880
shares
|
$317,055
0.0% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
874
shares
|
$314,893
0.02% of portfolio
|
Q3 2024
Added 6.2%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
868
shares
|
$312,731
0.03% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
865
shares
|
$311,650
0.02% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
864
shares
|
$311,290
0.06% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
860
shares
|
$309,849
0.08% of portfolio
|
Q3 2024
Added 16.85%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
847
shares
|
$305,165
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
814
shares
|
$293,276
0.0% of portfolio
|
Q4 2024
Reduced 16.68%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
801
shares
|
$288,592
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
796
shares
|
$286,790
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
783
shares
|
$282,107
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
774
shares
|
$278,864
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
756
shares
|
$272,379
0.14% of portfolio
|
Q4 2024
Reduced 29.61%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
714
shares
|
$257,247
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jan 23, 2025 Q4 2024 |
697
shares
|
$251,122
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
693
shares
|
$249,680
0.01% of portfolio
|
Q4 2024
Reduced 39.48%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
673
shares
|
$242,475
0.01% of portfolio
|
Q3 2024
Reduced 22.82%
|