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Lpl Financial Holdings shares owned by BTG Pactual Asset Management US

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by BTG Pactual Asset Management US from 13F filings

Historical chart of BTG Pactual Asset Management US investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Lpl Financial Holdings held by BTG Pactual Asset Management US consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by BTG Pactual Asset Management US

Quarter filed Position value Share count Share price at filing
2025-03-31 $523k 1.6k 327.14
2024-12-31 $425k 1.3k 326.51

More positions owned by BTG Pactual Asset Management US

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard World Mega Grwth Ind (MGK)
Hut 8 Corp Call Option (HUT)
Iren Ordinary Shares (IREN)
Cipher Mining Call Option (CIFR)
Vanguard World Mega Cap Val Etf (MGV)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Spdr Gold Tr Gold Shs (GLD)

View all positions for BTG Pactual Asset Management US

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
Samlyn Capital
FMR

View all funds holding Lpl Financial Holdings