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
Download as csvQuarterly 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 |
More positions owned by Kennedy Capital Management
View all positions for Kennedy Capital Management