Lpl Financial Holdings shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Lpl Financial Holdings
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Lpl Financial Holdings by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 13k | 332.69 |
| 2025-06-30 | $3.7M | 9.9k | 374.97 |
| 2025-03-31 | $3.4M | 10k | 327.14 |
| 2024-12-31 | $1.5M | 6.6k | 233.77 |
| 2024-09-30 | $2.1M | 9.1k | 232.66 |
| 2024-03-31 | $2.4M | 9.0k | 264.20 |
| 2023-12-31 | $8.3M | 37k | 227.68 |
| 2023-09-30 | $14M | 59k | 237.70 |
| 2023-06-30 | $5.8M | 45k | 131.00 |
| 2023-03-31 | $9.1M | 45k | 202.53 |
| 2022-12-31 | $11M | 51k | 215.97 |
| 2022-09-30 | $12M | 54k | 218.49 |
| 2022-06-30 | $8.1M | 44k | 183.96 |
| 2022-03-31 | $5.3M | 29k | 182.87 |
| 2021-12-31 | $4.8M | 30k | 160.02 |
| 2021-09-30 | $4.5M | 29k | 156.93 |
| 2021-06-30 | $3.7M | 28k | 135.17 |
| 2021-03-31 | $3.4M | 24k | 142.23 |
| 2020-12-31 | $860k | 8.3k | 103.38 |
| 2020-09-30 | $648k | 8.5k | 76.09 |
| 2020-06-30 | $729k | 9.3k | 78.26 |
| 2020-03-31 | $669k | 13k | 50.00 |