Lpl Financial Holdings shares owned by Brian McDonald
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Brian McDonald
from 13F filings
Historical chart of Brian McDonald investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Brian McDonald
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $48M | 145k | 332.68 |
| 2025-06-30 | $56M | 149k | 374.96 |
| 2025-03-31 | $52M | 160k | 327.14 |
| 2024-12-31 | $41M | 126k | 326.46 |
| 2024-09-30 | $27M | 114k | 232.65 |
| 2024-06-30 | $29M | 103k | 279.30 |
| 2024-03-31 | $21M | 79k | 264.20 |
| 2023-09-30 | $19M | 79k | 237.65 |
| 2023-06-30 | $50k | 332k | 0.15 |
| 2022-12-31 | $14M | 59k | 232.78 |
| 2022-09-30 | $13M | 53k | 240.66 |
| 2022-06-30 | $12M | 64k | 187.02 |
| 2022-03-31 | $13M | 58k | 217.90 |
| 2021-12-31 | $12M | 77k | 159.74 |
| 2021-09-30 | $13M | 76k | 174.89 |
| 2021-06-30 | $9.1M | 65k | 139.47 |
| 2021-03-31 | $7.1M | 48k | 148.58 |
| 2020-12-31 | $3.9M | 34k | 114.93 |
| 2020-09-30 | $1.5M | 18k | 83.21 |
| 2020-06-30 | $1.1M | 14k | 76.98 |
| 2020-03-31 | $837k | 16k | 53.44 |
| 2019-12-31 | $1.6M | 17k | 95.65 |
| 2019-09-30 | $1.4M | 17k | 78.42 |
| 2019-06-30 | $1.4M | 16k | 85.29 |
| 2019-03-31 | $1.2M | 17k | 72.34 |
| 2018-12-31 | $1.6M | 22k | 70.30 |
| 2018-09-30 | $1.2M | 22k | 55.75 |
| 2018-06-30 | $266k | 3.9k | 67.62 |
| 2018-03-31 | $239k | 4.0k | 60.45 |
| 2017-12-31 | $241k | 4.0k | 59.76 |
| 2017-09-30 | $200k | 4.1k | 49.35 |
| 2014-03-31 | $295k | 5.6k | 52.57 |
| 2013-12-31 | $282k | 6.0k | 47.10 |
| 2013-09-30 | $249k | 6.5k | 38.33 |
| 2013-06-30 | $227k | 6.0k | 37.70 |