Lpl Financial Holdings shares owned by Strategic Global Advisors
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Strategic Global Advisors
from 13F filings
Historical chart of Strategic Global Advisors investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Strategic Global Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.3M | 10k | 227.62 |
| 2023-09-30 | $4.1M | 17k | 237.65 |
| 2023-06-30 | $3.9M | 18k | 217.43 |
| 2023-03-31 | $3.9M | 19k | 202.40 |
| 2022-12-31 | $1.9M | 9.0k | 216.17 |
| 2022-09-30 | $2.0M | 9.1k | 218.49 |
| 2020-09-30 | $1.9M | 24k | 76.67 |
| 2020-06-30 | $1.6M | 20k | 78.39 |