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Lpl Financial Holdings shares owned by Kula Investments

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Kula Investments from 13F filings

Historical chart of Kula Investments investment in Lpl Financial Holdings

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All positions including Lpl Financial Holdings held by Kula Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Kula Investments

Quarter filed Position value Share count Share price at filing
2023-03-31 $687k 3.4k 202.40
2022-12-31 $355k 1.6k 216.17

More positions owned by Kula Investments

Spdr S&p 500 Etf Tr Tr Unit (SPY)
W.R. Berkley Corporation (WRB)
General Motors Company (GM)
Western Union Company (WU)
NetApp (NTAP)
Allstate Corporation (ALL)
Hilton Worldwide Holdings (HLT)
ConocoPhillips (COP)
Abbott Laboratories (ABT)
Genuine Parts Company (GPC)
Union Pacific Corporation (UNP)
Marriott Intl Cl A (MAR)
Mastercard Incorporated Cl A (MA)
Johnson & Johnson (JNJ)
Las Vegas Sands (LVS)

View all positions for Kula Investments

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
FMR
Robeco Investment Management
Kayne Anderson Rudnick Investment Management
Henderson Group
Lone Pine Capital
State Street Corporation
WCM Investment Management
Samlyn Capital
Geode Capital Management
Jpmorgan Chase & Co
Darlington Partners Capital Management
Eminence Capital
First Trust Advisors

View all funds holding Lpl Financial Holdings