Lpl Financial Holdings shares owned by Jackson, Grant Investment Advisers
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Jackson, Grant Investment Advisers
from 13F filings
Historical chart of Jackson, Grant Investment Advisers investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Jackson, Grant Investment Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $60k | 181 | 332.69 |
| 2025-06-30 | $68k | 181 | 374.97 |
| 2025-03-31 | $59k | 181 | 327.14 |
| 2024-12-31 | $59k | 181 | 326.51 |
| 2024-09-30 | $42k | 181 | 232.63 |
| 2024-06-30 | $51k | 181 | 279.30 |
| 2024-03-31 | $48k | 181 | 264.20 |
| 2023-12-31 | $41k | 181 | 227.62 |
| 2023-09-30 | $43k | 181 | 237.65 |
| 2023-06-30 | $39k | 181 | 217.43 |
| 2023-03-31 | $37k | 181 | 202.40 |
| 2022-12-31 | $39k | 181 | 216.17 |
| 2022-09-30 | $40k | 181 | 220.99 |
| 2022-06-30 | $33k | 181 | 182.32 |
| 2022-03-31 | $33k | 181 | 182.32 |
| 2021-12-31 | $29k | 181 | 160.22 |
| 2021-09-30 | $28k | 181 | 154.70 |
| 2021-06-30 | $24k | 181 | 132.60 |
| 2021-03-31 | $24k | 167 | 143.71 |
More positions owned by Jackson, Grant Investment Advisers
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