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Lpl Financial Holdings shares owned by Investment Research & Advisory Group

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Investment Research & Advisory Group from 13F filings

Historical chart of Investment Research & Advisory Group investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Lpl Financial Holdings held by Investment Research & Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Investment Research & Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.1k 23 264.22
2023-12-31 $5.2k 23 227.61
2023-09-30 $5.5k 23 237.65
2023-06-30 $5.0k 23 217.43
2023-03-31 $4.7k 23 202.39
2022-12-31 $5.0k 23 216.17
2022-09-30 $5.0k 23 217.39
2022-06-30 $4.0k 23 173.91
2022-03-31 $4.0k 23 173.91
2021-12-31 $4.0k 23 173.91
2021-09-30 $4.0k 23 173.91
2021-06-30 $3.0k 23 130.43
2021-03-31 $3.0k 23 130.43
2020-12-31 $2.0k 23 86.96
2020-09-30 $2.0k 23 86.96
2020-06-30 $2.0k 23 86.96
2020-03-31 $1.0k 23 43.48
2019-12-31 $2.0k 23 86.96