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Lpl Financial Holdings shares owned by Caption Management

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

Historical chart of Caption Management investment in Lpl Financial Holdings

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

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Quarterly reported holdings in Lpl Financial Holdings by Caption Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.7M 33k 232.63
2023-09-30 $12M 50k 237.65
2022-06-30 $9.2M 50k 184.48
2020-12-31 $2.7M 26k 104.22
2020-03-31 $2.2M 40k 54.43
2019-12-31 $3.7M 40k 92.25

More positions owned by Caption Management

Citigroup Com New Call Option (C)
Capri Holdings SHS Call Option (CPRI)
Spdr Ser Tr S&p Regl Bkg Put Option (KRE)
Verizon Communications Put Option (VZ)
Albertsons Cos Common Stock Call Option (ACI)
United States Steel Corporation Call Option (X)
Frontier Communications Pare Call Option (FYBR)
Celestica Call Option (CLS)
AmerisourceBergen Call Option (COR)
Alphabet Cap Stk Cl C Put Option (GOOG)
Verisign Call Option (VRSN)
Vistra Energy Call Option (VST)
Tapestry Call Option (TPR)
Arcellx Common Stock Call Option (ACLX)
Royal Caribbean Cruises Call Option (RCL)

View all positions for Caption Management

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
FMR
Robeco Investment Management
Kayne Anderson Rudnick Investment Management
Henderson Group
Lone Pine Capital
State Street Corporation
WCM Investment Management
Samlyn Capital
Geode Capital Management
Jpmorgan Chase & Co
Darlington Partners Capital Management
Eminence Capital
First Trust Advisors

View all funds holding Lpl Financial Holdings