Lpl Financial Holdings shares owned by Bamco
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Bamco
from 13F filings
Historical chart of Bamco investment in Lpl Financial Holdings
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by Bamco consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Lpl Financial Holdings by Bamco
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $26M | 114k | 227.62 |
2023-09-30 | $26M | 110k | 237.65 |
2023-06-30 | $24M | 109k | 217.43 |
2023-03-31 | $20M | 97k | 202.40 |
2022-12-31 | $11M | 50k | 216.17 |
2022-09-30 | $15M | 69k | 218.48 |
2022-06-30 | $8.7M | 47k | 184.47 |
2022-03-31 | $2.2M | 12k | 182.64 |
2021-12-31 | $1.7M | 11k | 160.10 |