Lpl Financial Holdings shares owned by Private Advisor
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Private Advisor
from 13F filings
Historical chart of Private Advisor investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.6M | 25k | 264.20 |
| 2023-12-31 | $5.9M | 26k | 227.62 |
| 2023-09-30 | $6.2M | 26k | 237.65 |
| 2023-06-30 | $5.0M | 23k | 217.43 |
| 2023-03-31 | $4.7M | 23k | 202.40 |
| 2022-12-31 | $4.8k | 22k | 0.22 |
| 2022-09-30 | $4.9M | 23k | 218.48 |
| 2022-06-30 | $4.8M | 26k | 184.48 |
| 2022-03-31 | $4.3M | 24k | 182.70 |
| 2021-12-31 | $3.3M | 21k | 160.10 |
| 2021-09-30 | $3.3M | 21k | 156.78 |
| 2021-06-30 | $2.8M | 21k | 134.97 |
| 2021-03-31 | $3.0M | 21k | 142.17 |
| 2020-12-31 | $2.2M | 21k | 104.20 |
| 2020-09-30 | $1.8M | 24k | 76.67 |
| 2020-06-30 | $1.8M | 24k | 78.39 |
| 2020-03-31 | $1.3M | 24k | 54.44 |
| 2019-12-31 | $2.0M | 21k | 92.25 |
| 2019-09-30 | $1.8M | 22k | 81.92 |
| 2019-06-30 | $1.8M | 22k | 81.59 |
| 2019-03-31 | $1.4M | 21k | 69.66 |
| 2018-12-31 | $1.3M | 21k | 61.09 |
| 2018-09-30 | $1.4M | 22k | 64.52 |
| 2018-06-30 | $960k | 15k | 65.98 |
| 2018-03-31 | $410k | 6.7k | 61.12 |
| 2017-12-31 | $1.0M | 17k | 60.34 |
| 2017-09-30 | $659k | 12k | 53.15 |
| 2017-06-30 | $539k | 13k | 42.63 |
| 2017-03-31 | $600k | 16k | 38.79 |
| 2016-12-31 | $544k | 14k | 38.64 |
| 2016-09-30 | $437k | 15k | 29.95 |
| 2016-06-30 | $320k | 15k | 21.47 |
| 2016-03-31 | $314k | 13k | 24.83 |
| 2015-12-31 | $294k | 6.9k | 42.66 |
| 2015-09-30 | $273k | 6.9k | 39.77 |