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Lpl Financial Holdings shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lpl Financial Holdings by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $92M 329k 279.30
2024-03-31 $87M 327k 264.20
2023-09-30 $80M 338k 237.65
2023-06-30 $60M 275k 217.43
2023-03-31 $47M 506k 93.25
2022-12-31 $55M 253k 216.17
2022-09-30 $59M 270k 218.48
2022-06-30 $43M 231k 184.48
2022-03-31 $27M 148k 182.68
2021-12-31 $21M 130k 160.09
2021-09-30 $19M 124k 156.76
2021-06-30 $16M 119k 134.98
2021-03-31 $16M 110k 142.16
2020-12-31 $2.6M 25k 104.20
2020-09-30 $1.9M 25k 76.65
2020-06-30 $1.8M 24k 78.41
2020-03-31 $3.7M 68k 54.42
2019-12-31 $10M 110k 92.25
2019-09-30 $1.3M 16k 81.88
2019-06-30 $2.0M 25k 81.56
2019-03-31 $2.0M 29k 69.65
2018-12-31 $1.3M 21k 61.07
2018-06-30 $66k 1.0k 65.67
2018-03-31 $61k 1.0k 60.70
2017-12-31 $61k 1.1k 57.33
2017-09-30 $9.0k 177 50.85
2017-06-30 $43k 992 43.35
2017-03-31 $39k 992 39.31
2016-12-31 $35k 992 35.28
2015-12-31 $75k 1.8k 42.76
2015-09-30 $96k 2.4k 39.64
2014-12-31 $1.0k 16 62.50
2014-09-30 $2.0k 44 45.45
2014-06-30 $1.0k 28 35.71
2014-03-31 $2.0k 39 51.28
2013-12-31 $2.0k 39 51.28
2013-09-30 $999 39 25.64
2013-06-30 $999 39 25.64

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Envestnet Asset Management

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
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
Samlyn Capital
Jpmorgan Chase & Co
Clarkston Capital Partners
Bank of New York Mellon
Massachusetts Financial Services

View all funds holding Lpl Financial Holdings