Lpl Financial Holdings shares owned by Gradient Investments
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Gradient Investments
from 13F filings
Historical chart of Gradient Investments investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Gradient Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 5.5k | 332.71 |
| 2025-06-30 | $2.2M | 5.9k | 375.00 |
| 2025-03-31 | $2.1M | 6.5k | 327.12 |
| 2024-12-31 | $2.4M | 7.3k | 326.49 |
| 2024-09-30 | $1.8M | 7.7k | 232.64 |
| 2024-06-30 | $4.6M | 16k | 279.30 |
| 2024-03-31 | $4.4M | 17k | 264.20 |
| 2023-12-31 | $4.2M | 18k | 227.62 |
| 2023-09-30 | $4.5M | 19k | 237.65 |
| 2023-06-30 | $4.1M | 19k | 217.43 |
| 2023-03-31 | $3.2M | 16k | 202.40 |
| 2022-12-31 | $3.3M | 16k | 216.17 |
| 2022-09-30 | $3.1M | 14k | 218.50 |
| 2022-06-30 | $4.8M | 26k | 184.47 |
| 2022-03-31 | $8.1M | 44k | 182.67 |
| 2021-12-31 | $7.6M | 48k | 160.09 |