Lpl Financial Holdings shares owned by Janney Montgomery Scott
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Janney Montgomery Scott
from 13F filings
Historical chart of Janney Montgomery Scott investment in Lpl Financial Holdings
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by Janney Montgomery Scott consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Lpl Financial Holdings by Janney Montgomery Scott
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 53k | 332.69 |
| 2025-06-30 | $16M | 43k | 374.96 |
| 2025-03-31 | $11M | 33k | 327.14 |
| 2024-12-31 | $11M | 34k | 326.50 |
| 2024-09-30 | $8.4M | 36k | 232.62 |
| 2024-06-30 | $10M | 37k | 279.30 |
| 2024-03-31 | $9.2M | 35k | 264.20 |
| 2023-12-31 | $8.1M | 36k | 227.63 |
| 2023-09-30 | $8.4M | 35k | 237.62 |
| 2023-06-30 | $7.4M | 34k | 217.43 |
| 2023-03-31 | $6.9M | 34k | 202.39 |
| 2022-12-31 | $7.2M | 34k | 216.16 |
| 2022-09-30 | $10M | 47k | 218.47 |
| 2022-06-30 | $8.8M | 48k | 184.48 |
| 2022-03-31 | $9.0M | 50k | 182.69 |
| 2021-12-31 | $8.0M | 50k | 160.10 |
| 2021-09-30 | $7.9M | 50k | 156.76 |
| 2021-06-30 | $6.5M | 48k | 134.98 |
| 2021-03-31 | $6.4M | 45k | 142.16 |
| 2020-12-31 | $343k | 3.3k | 104.10 |
| 2020-09-30 | $215k | 2.8k | 76.73 |
| 2020-06-30 | $216k | 2.8k | 78.32 |
| 2019-09-30 | $1.8M | 22k | 81.92 |
| 2019-06-30 | $4.3M | 53k | 81.56 |
| 2019-03-31 | $1.8M | 26k | 69.66 |
| 2018-12-31 | $886k | 15k | 61.09 |
| 2018-09-30 | $533k | 8.3k | 64.56 |
| 2017-12-31 | $979k | 17k | 57.13 |
| 2017-09-30 | $829k | 16k | 51.56 |
| 2017-06-30 | $680k | 16k | 42.48 |