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Lpl Financial Holdings shares owned by Baker Tilly Financial

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Baker Tilly Financial from 13F filings

Historical chart of Baker Tilly Financial investment in Lpl Financial Holdings

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All positions including Lpl Financial Holdings held by Baker Tilly Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Baker Tilly Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $304k 915 332.69
2025-06-30 $274k 730 374.97

More positions owned by Baker Tilly Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Putnam Etf Trust Focused Lar Cap (PVAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Equity Market (DFUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Mcp Etf (IJH)
World Gold Tr Spdr Gld Minis (GLDM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Baker Tilly Financial

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
Robeco Investment Management
Dodge & Cox
Massachusetts Financial Services
Henderson Group
Capital World Investors
Kayne Anderson Rudnick Investment Management
Lone Pine Capital
Principal Financial Group
State Street Corporation
WCM Investment Management
Geode Capital Management
Morgan Stanley
Samlyn Capital

View all funds holding Lpl Financial Holdings