Lpl Financial Holdings shares owned by Hennessy Advisors
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Hennessy Advisors
from 13F filings
Historical chart of Hennessy Advisors investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Hennessy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.5M | 11k | 326.51 |
| 2024-09-30 | $2.7M | 11k | 232.63 |
| 2024-06-30 | $3.2M | 12k | 279.30 |
| 2024-03-31 | $3.1M | 12k | 264.20 |
| 2021-09-30 | $18M | 113k | 156.76 |
| 2021-06-30 | $16M | 120k | 134.98 |
| 2021-03-31 | $17M | 120k | 142.16 |
| 2020-12-31 | $16M | 156k | 104.22 |
| 2020-09-30 | $11M | 144k | 76.67 |
| 2020-06-30 | $12M | 153k | 78.40 |
| 2020-03-31 | $8.9M | 164k | 54.43 |
| 2019-12-31 | $17M | 184k | 92.25 |
| 2019-09-30 | $3.2M | 39k | 81.91 |
| 2019-06-30 | $3.2M | 40k | 81.56 |
| 2019-03-31 | $3.3M | 48k | 69.64 |
| 2018-12-31 | $3.1M | 51k | 61.09 |
| 2018-09-30 | $3.7M | 57k | 64.51 |
| 2018-06-30 | $3.9M | 59k | 65.53 |
| 2018-03-31 | $3.8M | 63k | 61.07 |
| 2014-12-31 | $4.0M | 89k | 44.55 |
| 2014-09-30 | $3.8M | 83k | 46.06 |
| 2014-06-30 | $4.3M | 86k | 49.74 |
| 2014-03-31 | $4.5M | 86k | 52.53 |