Elgethun Capital Management »

Lpl Financial Holdings shares owned by Elgethun Capital Management

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

Historical chart of Elgethun Capital Management investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Lpl Financial Holdings by Elgethun Capital Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $229k 958 238.63
2023-06-30 $208k 958 217.43
2023-03-31 $192k 958 200.66
2022-12-31 $207k 958 216.26
2022-09-30 $209k 958 218.16

More positions owned by Elgethun Capital Management

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Fairfax Financial Holdings Lim (FRFHF)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Meta Financial (CASH)
Liberty Media Corp Del Com Lbty One S A (FWONA)
Ban (TBBK)
Charles Schwab Corporation (SCHW)
Microsoft Corporation (MSFT)
NVR (NVR)
Crimson Wine (CWGL)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Alps Etf Tr Alerian Mlp (AMLP)
Liberty Media Corp Del Com Lbty Srm S C (LSXMK)

View all positions for Elgethun Capital Management

Top funds holding Lpl Financial Holdings

Vanguard Group
Henderson Group
T. Rowe Price Associates
Lone Pine Capital
WCM Investment Management
Clarkston Capital Partners
Millennium Management
Samlyn Capital
Robeco Investment Management
D. E. Shaw & Co
Bank of New York Mellon
Jpmorgan Chase & Co
Norges Bank Investment Management
TD Asset Management
Damian Sousa

View all funds holding Lpl Financial Holdings