Lpl Financial Holdings shares owned by James Investment Research
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by James Investment Research
from 13F filings
Historical chart of James Investment Research investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by James Investment Research
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.7M | 7.3k | 232.63 |
| 2024-06-30 | $3.9M | 14k | 279.30 |
| 2024-03-31 | $3.9M | 15k | 264.20 |
| 2023-12-31 | $3.3M | 15k | 227.62 |
| 2023-09-30 | $4.7M | 20k | 237.65 |
| 2023-06-30 | $4.5M | 21k | 217.43 |
| 2023-03-31 | $4.4M | 22k | 202.41 |
| 2022-12-31 | $4.5M | 21k | 216.15 |
| 2022-09-30 | $6.2M | 28k | 218.50 |
| 2022-06-30 | $5.8M | 32k | 184.47 |
| 2022-03-31 | $6.2M | 34k | 182.69 |
| 2021-12-31 | $6.6M | 42k | 160.10 |
| 2021-09-30 | $7.0M | 45k | 156.77 |
| 2021-06-30 | $11M | 81k | 134.98 |
| 2021-03-31 | $10M | 73k | 142.16 |
| 2020-12-31 | $6.8M | 65k | 104.23 |
| 2020-09-30 | $3.7M | 49k | 76.66 |
| 2020-06-30 | $3.9M | 49k | 78.40 |
| 2020-03-31 | $389k | 7.1k | 54.43 |
| 2019-12-31 | $960k | 10k | 92.24 |
| 2019-09-30 | $203k | 2.5k | 81.79 |
| 2019-03-31 | $650k | 9.3k | 69.63 |
| 2018-06-30 | $2.1M | 32k | 65.53 |
| 2018-03-31 | $2.0M | 32k | 61.08 |
| 2017-09-30 | $2.2M | 44k | 51.57 |
| 2017-06-30 | $152k | 3.6k | 42.52 |
| 2017-03-31 | $142k | 3.6k | 39.72 |
More positions owned by James Investment Research
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