Lpl Financial Holdings shares owned by Bamco
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Bamco
from 13F filings
Historical chart of Bamco investment in Lpl Financial Holdings
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by Bamco 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 Bamco
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $69M | 208k | 332.69 |
| 2025-06-30 | $83M | 223k | 374.97 |
| 2025-03-31 | $54M | 165k | 327.14 |
| 2024-12-31 | $39M | 120k | 326.51 |
| 2024-09-30 | $15M | 65k | 232.63 |
| 2024-06-30 | $35M | 126k | 279.30 |
| 2024-03-31 | $32M | 122k | 264.20 |
| 2023-12-31 | $26M | 114k | 227.62 |
| 2023-09-30 | $26M | 110k | 237.65 |
| 2023-06-30 | $24M | 109k | 217.43 |
| 2023-03-31 | $20M | 97k | 202.40 |
| 2022-12-31 | $11M | 50k | 216.17 |
| 2022-09-30 | $15M | 69k | 218.48 |
| 2022-06-30 | $8.7M | 47k | 184.47 |
| 2022-03-31 | $2.2M | 12k | 182.64 |
| 2021-12-31 | $1.7M | 11k | 160.10 |