Lpl Financial Holdings shares owned by Ubs Global Asset Management Americas
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Ubs Global Asset Management Americas
from 13F filings
Historical chart of Ubs Global Asset Management Americas investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Ubs Global Asset Management Americas
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $122M | 537k | 227.62 |
| 2023-09-30 | $111M | 465k | 237.65 |
| 2023-06-30 | $58M | 284k | 202.40 |
| 2023-03-31 | $58M | 284k | 202.40 |
| 2022-12-31 | $61M | 281k | 216.17 |
| 2022-09-30 | $49M | 225k | 218.48 |
| 2022-06-30 | $45M | 241k | 184.48 |
| 2022-03-31 | $61M | 335k | 182.68 |
| 2021-12-31 | $72M | 448k | 160.09 |
| 2021-09-30 | $78M | 496k | 156.76 |
| 2021-06-30 | $54M | 400k | 134.98 |
| 2021-03-31 | $54M | 379k | 142.16 |
| 2020-12-31 | $10M | 131k | 76.67 |
| 2020-09-30 | $10M | 131k | 76.67 |
| 2020-06-30 | $10M | 131k | 78.40 |
| 2020-03-31 | $7.3M | 135k | 54.43 |
| 2019-12-31 | $11M | 121k | 92.25 |
| 2019-09-30 | $10M | 123k | 81.90 |
| 2019-06-30 | $19M | 230k | 81.57 |
| 2019-03-31 | $15M | 220k | 69.65 |
| 2018-12-31 | $12M | 201k | 61.08 |
| 2018-09-30 | $11M | 173k | 64.51 |
| 2018-06-30 | $12M | 182k | 65.54 |
| 2018-03-31 | $7.9M | 129k | 61.07 |
| 2017-12-31 | $5.7M | 100k | 57.14 |
| 2017-09-30 | $5.2M | 101k | 51.57 |
| 2017-06-30 | $3.1M | 73k | 42.46 |
| 2017-03-31 | $2.5M | 63k | 39.83 |
| 2016-12-31 | $1.8M | 51k | 35.19 |
| 2016-09-30 | $2.2M | 73k | 29.92 |
| 2016-06-30 | $1.6M | 69k | 22.54 |
| 2016-03-31 | $1.3M | 53k | 24.80 |
| 2015-12-31 | $2.9M | 69k | 42.72 |
| 2015-09-30 | $2.6M | 65k | 39.77 |
| 2015-06-30 | $2.7M | 59k | 46.50 |
| 2015-03-31 | $2.3M | 53k | 43.85 |
| 2014-12-31 | $2.0M | 44k | 44.54 |
| 2014-09-30 | $1.9M | 42k | 46.05 |
| 2014-06-30 | $2.1M | 42k | 49.75 |
| 2014-03-31 | $2.0M | 38k | 52.55 |
| 2013-12-31 | $1.6M | 35k | 47.04 |
| 2013-09-30 | $1.0M | 27k | 38.31 |
| 2013-06-30 | $1.1M | 28k | 37.74 |
More positions owned by Ubs Global Asset Management Americas
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