Lpl Financial Holdings shares owned by Hm Payson & Co
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Hm Payson & Co
from 13F filings
Historical chart of Hm Payson & Co investment in Lpl Financial Holdings
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by Hm Payson & Co consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Lpl Financial Holdings by Hm Payson & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 8.5k | 232.63 |
| 2024-06-30 | $58M | 208k | 279.30 |
| 2024-03-31 | $52M | 195k | 264.20 |
| 2023-12-31 | $22M | 95k | 227.62 |
| 2023-09-30 | $54M | 229k | 237.65 |
| 2022-09-30 | $11k | 50 | 220.00 |
| 2022-06-30 | $9.0k | 50 | 180.00 |