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Lpl Financial Holdings shares owned by Crestline Management

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

Historical chart of Crestline Management investment in Lpl Financial Holdings

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

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Quarterly reported holdings in Lpl Financial Holdings by Crestline Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.9M 17k 232.63
2023-12-31 $2.7M 12k 227.62
2023-09-30 $8.5M 36k 237.65
2023-06-30 $6.5M 30k 217.43
2022-09-30 $2.2M 10k 218.50
2021-09-30 $791k 5.0k 156.82
2019-09-30 $5.6M 69k 81.90
2019-06-30 $9.1M 111k 81.57
2018-03-31 $1.7M 27k 61.07
2017-06-30 $1.1M 25k 42.46