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 780 institutions that hold shares in the stock, with a total of 69.9 Million shares, which have been reported (via 13F filing form) to have a value of $26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
24
shares
|
$8,931
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
24
shares
|
$8,931
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
23
shares
|
$8,558
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
22
shares
|
$8,186
0.0% of portfolio
|
Q3 2024
Added 46.67%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
21
shares
|
$7,814
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
21
shares
|
$7,814
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
20
shares
|
$7,442
0.0% of portfolio
|
Q4 2024
Reduced 47.37%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
19
shares
|
$7,070
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
19
shares
|
$7,070
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
19
shares
|
$7,070
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
18
shares
|
$6,698
0.0% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
16
shares
|
$5,954
0.0% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
15
shares
|
$5,581
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
15
shares
|
$5,581
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
14
shares
|
$5,209
0.0% of portfolio
|
Q4 2024
Added 250.0%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
14
shares
|
$5,209
0.0% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
13
shares
|
$4,837
0.0% of portfolio
|
Q4 2024
Reduced 38.1%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
12
shares
|
$4,465
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
12
shares
|
$4,465
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
10
shares
|
$3,721
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
10
shares
|
$3,721
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
8
shares
|
$2,977
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
7
shares
|
$2,604
0.0% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
7
shares
|
$2,604
0.0% of portfolio
|
Q4 2023
Reduced 58.82%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
7
shares
|
$2,604
0.0% of portfolio
|
Q4 2024
Reduced 46.15%
|