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Lpl Financial Holdings shares owned by Cornerstone Financial Partners

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

Historical chart of Cornerstone Financial Partners investment in Lpl Financial Holdings

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

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Quarterly reported holdings in Lpl Financial Holdings by Cornerstone Financial Partners

Quarter filed Position value Share count Share price at filing
2017-12-31 $1.3M 23k 57.14
2017-09-30 $1.2M 23k 51.56

More positions owned by Cornerstone Financial Partners

iShares S&P SmallCap 600 Index (IJR)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Vanguard Mid-Cap ETF (VO)
Consumer Discretionary SPDR (XLY)
iShares S&P 500 Index (IVV)
Wisdomtree Tr intl hedge eqt (HEDJ)
PowerShares Preferred Portfolio
iShares Dow Jones EPAC Sel Div Ind (IDV)
Vanguard High Dividend Yield ETF (VYM)
Apple (AAPL)
Templeton Global Income Fund
Bank of America Corporation (BAC)
Spdr S&p 500 Etf (SPY)
iShares IBoxx $ Invest Grade Corp Bd (LQD)
Jp Morgan Alerian Mlp Index

View all positions for Cornerstone Financial Partners

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
BlackRock
Robeco Investment Management
Kayne Anderson Rudnick Investment Management
Henderson Group
T. Rowe Price Associates
State Street Corporation
Lone Pine Capital
WCM Investment Management
Morgan Stanley
Geode Capital Management
Jpmorgan Chase & Co
Samlyn Capital
First Trust Advisors

View all funds holding Lpl Financial Holdings