Lpl Financial Holdings shares owned by Ceredex Value Advisors
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Ceredex Value Advisors
from 13F filings
Historical chart of Ceredex Value Advisors investment in Lpl Financial Holdings
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by Ceredex Value Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Lpl Financial Holdings by Ceredex Value Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 69k | 332.69 |
| 2025-06-30 | $27M | 72k | 374.97 |
| 2025-03-31 | $31M | 94k | 327.14 |
| 2024-06-30 | $42k | 150 | 279.30 |
| 2024-03-31 | $53k | 200 | 264.20 |
| 2023-12-31 | $46k | 200 | 227.62 |
| 2023-09-30 | $48k | 200 | 237.65 |
| 2023-06-30 | $38k | 175 | 217.43 |