Lpl Financial Holdings shares owned by O'shaughnessy Asset Management
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by O'shaughnessy Asset Management
from 13F filings
Historical chart of O'shaughnessy Asset Management investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by O'shaughnessy Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.7M | 16k | 227.62 |
| 2023-09-30 | $4.5M | 19k | 237.65 |
| 2023-06-30 | $3.9M | 18k | 217.43 |
| 2023-03-31 | $3.8M | 19k | 202.40 |
| 2022-12-31 | $4.7M | 22k | 216.17 |
| 2022-09-30 | $3.5M | 16k | 218.51 |
| 2022-06-30 | $2.7M | 15k | 184.49 |
| 2022-03-31 | $4.9M | 27k | 182.68 |
| 2021-12-31 | $3.9M | 24k | 160.09 |
| 2021-09-30 | $3.8M | 24k | 156.77 |
| 2021-06-30 | $3.0M | 22k | 134.99 |
| 2021-03-31 | $1.4M | 9.7k | 142.15 |
| 2020-12-31 | $1.1M | 11k | 104.21 |
| 2020-09-30 | $860k | 11k | 76.70 |
| 2020-06-30 | $822k | 11k | 78.44 |
| 2020-03-31 | $156k | 2.9k | 54.39 |
| 2019-12-31 | $601k | 6.5k | 92.14 |
| 2019-09-30 | $608k | 7.4k | 81.90 |
| 2019-06-30 | $603k | 7.4k | 81.44 |
| 2019-03-31 | $465k | 6.7k | 69.42 |
More positions owned by O'shaughnessy Asset Management
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