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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

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All positions including Lpl Financial Holdings held by Hm Payson & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Hm Payson & Co

Quarter filed Position value Share count Share price at filing
2023-09-30 $54M 229k 237.65
2022-09-30 $11k 50 220.00
2022-06-30 $9.0k 50 180.00

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Spdr Ser Tr Bloomberg 3-12 M (BILS)
Home Depot (HD)
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Cdw (CDW)
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Visa Com Cl A (V)
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View all positions for Hm Payson & Co

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
TD Asset Management
Robeco Investment Management
D. E. Shaw & Co
Bank of New York Mellon
Jpmorgan Chase & Co
Norges Bank Investment Management
Dimensional Fund Advisors

View all funds holding Lpl Financial Holdings