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Lpl Financial Holdings shares owned by Kennedy Capital Management

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Kennedy Capital Management from 13F filings

Historical chart of Kennedy Capital Management investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Lpl Financial Holdings held by Kennedy Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Kennedy Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.0M 24k 332.69
2025-06-30 $11M 30k 374.97
2025-03-31 $12M 36k 327.14
2024-12-31 $6.5M 20k 326.51
2024-09-30 $4.6M 20k 232.63
2024-06-30 $3.7M 13k 279.30
2024-03-31 $2.7M 10k 264.20
2023-12-31 $1.4M 6.0k 227.62
2023-09-30 $1.3M 5.4k 237.65
2023-06-30 $1.0M 4.7k 217.43
2023-03-31 $497k 2.5k 202.40
2022-12-31 $5.0M 23k 216.17
2022-09-30 $9.4M 43k 218.48
2022-06-30 $8.0M 43k 184.49
2022-03-31 $8.0M 44k 182.69
2021-12-31 $6.9M 43k 160.09
2021-09-30 $7.0M 45k 156.75
2021-06-30 $6.4M 47k 134.98
2021-03-31 $6.8M 48k 142.16
2020-12-31 $4.9M 47k 104.22
2020-09-30 $3.6M 47k 76.66