Lpl Financial Holdings shares owned by Bridgewater Associates
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Bridgewater Associates
from 13F filings
Historical chart of Bridgewater Associates investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Bridgewater Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.3M | 36k | 232.63 |
| 2024-06-30 | $3.0M | 11k | 279.30 |
| 2024-03-31 | $2.1M | 8.1k | 264.20 |
| 2023-12-31 | $9.7M | 43k | 227.62 |
| 2023-09-30 | $7.8M | 33k | 237.65 |
| 2023-06-30 | $1.3M | 6.0k | 217.43 |
| 2022-12-31 | $4.3M | 20k | 216.17 |
| 2022-09-30 | $4.1M | 19k | 218.49 |
| 2022-06-30 | $1.2M | 6.4k | 184.46 |
| 2022-03-31 | $2.5M | 13k | 182.71 |
| 2021-12-31 | $2.4M | 15k | 160.06 |
| 2021-09-30 | $5.1M | 33k | 156.76 |
| 2021-06-30 | $3.4M | 26k | 134.99 |
| 2021-03-31 | $3.5M | 24k | 142.16 |
| 2020-12-31 | $1.5M | 14k | 104.19 |
| 2019-12-31 | $1.6M | 17k | 92.26 |