Lpl Financial Holdings shares owned by Dana Investment Advisors
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Dana Investment Advisors
from 13F filings
Historical chart of Dana Investment Advisors investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Dana Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.9M | 8.4k | 227.62 |
| 2023-09-30 | $2.1M | 8.6k | 237.65 |
| 2023-06-30 | $1.5M | 6.8k | 217.43 |
| 2023-03-31 | $1.6M | 8.1k | 202.40 |
| 2022-12-31 | $1.4M | 6.7k | 216.17 |
| 2022-09-30 | $2.7M | 12k | 218.46 |
| 2022-06-30 | $2.6M | 14k | 184.51 |
| 2022-03-31 | $2.7M | 15k | 182.70 |
| 2021-12-31 | $2.5M | 15k | 160.09 |
| 2021-09-30 | $2.5M | 16k | 156.79 |
| 2021-06-30 | $2.1M | 16k | 134.99 |
| 2021-03-31 | $2.3M | 16k | 142.15 |
| 2020-12-31 | $2.6M | 25k | 104.23 |
| 2020-09-30 | $2.2M | 28k | 76.67 |
| 2020-06-30 | $2.3M | 29k | 78.41 |