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Lpl Financial Holdings shares owned by Copeland Capital Management

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

Historical chart of Copeland Capital Management investment in Lpl Financial Holdings

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

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Quarterly reported holdings in Lpl Financial Holdings by Copeland Capital Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $4.6k 21 217.43

More positions owned by Copeland Capital Management

Ensign (ENSG)
Encompass Health Corp (EHC)
Valmont Industries (VMI)
PriceSmart (PSMT)
LeMaitre Vascular (LMAT)
Littelfuse (LFUS)
WESCO International (WCC)
Clear Secure (YOU)
Nexstar Broadcasting (NXST)
Home BancShares (HOMB)
Air Lease Corp (AL)
Wingstop (WING)
U.S. Physical Therapy (USPH)
Travel Leisure Ord (TNL)
Cognex Corporation (CGNX)

View all positions for Copeland Capital Management

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
Massachusetts Financial Services
Robeco Investment Management
Dodge & Cox
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