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Lpl Financial Holdings shares owned by Impact Investors

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Impact Investors from 13F filings

Historical chart of Impact Investors investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Lpl Financial Holdings held by Impact Investors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Impact Investors

Quarter filed Position value Share count Share price at filing
2025-09-30 $338k 1.1k 315.50
2025-06-30 $431k 1.2k 358.00
2025-03-31 $394k 1.2k 327.14

More positions owned by Impact Investors

Spdr Series Trust Portfolio Ln Tsr (SPTL)
Ishares Gold Tr Ishares New (IAU)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Ishares Tr Usd Grn Bond Etf (BGRN)
Victory Portfolios Ii Core Intrmediate (UBND)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
NVIDIA Corporation (NVDA)
Ishares Tr Agency Bond Etf (AGZ)
Arista Networks Com Shs (ANET)
Abrdn Etfs Bbrg All Commdy (BCD)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Esg Msci Kld 400 (DSI)
American Centy Etf Tr Mid Cap Grw Imp (MID)
Hims & Hers Health Com Cl A (HIMS)

View all positions for Impact Investors

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
Robeco Investment Management
Dodge & Cox
Massachusetts Financial Services
Henderson Group
Capital World Investors
Kayne Anderson Rudnick Investment Management
Lone Pine Capital
Principal Financial Group
State Street Corporation
WCM Investment Management
Geode Capital Management
Morgan Stanley
Samlyn Capital

View all funds holding Lpl Financial Holdings