Lpl Financial Holdings shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.0M | 18k | 227.62 |
| 2023-09-30 | $4.2M | 18k | 237.66 |
| 2023-06-30 | $3.4M | 16k | 217.43 |
| 2023-03-31 | $3.0M | 15k | 202.39 |
| 2022-12-31 | $3.9M | 18k | 216.17 |
| 2022-09-30 | $4.0M | 19k | 218.48 |
| 2022-06-30 | $3.8M | 21k | 184.46 |
| 2022-03-31 | $4.0M | 22k | 182.67 |
| 2021-12-31 | $14M | 89k | 160.10 |
| 2021-09-30 | $19M | 120k | 156.76 |
| 2021-06-30 | $14M | 104k | 134.98 |
| 2021-03-31 | $13M | 93k | 142.16 |
| 2020-12-31 | $9.1M | 88k | 104.22 |
| 2020-09-30 | $6.4M | 83k | 76.65 |
| 2020-06-30 | $6.1M | 79k | 76.75 |
| 2020-03-31 | $4.1M | 79k | 51.93 |
| 2019-12-31 | $4.5M | 48k | 93.90 |
| 2019-09-30 | $57k | 700 | 81.43 |
| 2019-06-30 | $57k | 701 | 81.31 |
| 2019-03-31 | $0 | 1 | 0.00 |
| 2018-12-31 | $0 | 1 | 0.00 |
| 2018-09-30 | $17k | 268 | 63.43 |
| 2018-06-30 | $26k | 400 | 65.00 |
| 2018-03-31 | $16k | 269 | 59.48 |
| 2017-06-30 | $16k | 372 | 43.01 |
More positions owned by Captrust Financial Advisors
View all positions for Captrust Financial Advisors