Lpl Financial Holdings shares owned by Aureus Asset Management
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Aureus Asset Management
from 13F filings
Historical chart of Aureus Asset Management investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Aureus Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $815k | 3.5k | 232.63 |
| 2024-06-30 | $1.2M | 4.5k | 279.30 |
| 2024-03-31 | $1.2M | 4.5k | 264.20 |
| 2023-12-31 | $1.0M | 4.5k | 227.62 |
| 2023-09-30 | $1.1M | 4.5k | 237.65 |
| 2023-06-30 | $969k | 4.5k | 217.43 |
| 2023-03-31 | $902k | 4.5k | 202.40 |
| 2022-12-31 | $1.2M | 5.5k | 216.17 |
| 2022-09-30 | $1.3M | 5.9k | 218.46 |
| 2022-06-30 | $1.1M | 5.9k | 184.42 |
| 2022-03-31 | $1.1M | 5.9k | 182.73 |
| 2021-12-31 | $945k | 5.9k | 160.03 |
| 2021-09-30 | $926k | 5.9k | 156.82 |
| 2021-06-30 | $797k | 5.9k | 134.97 |
| 2021-03-31 | $839k | 5.9k | 142.08 |
| 2020-12-31 | $610k | 5.9k | 104.27 |
| 2020-09-30 | $449k | 5.9k | 76.75 |