Lpl Financial Holdings shares owned by Logan Capital Management
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Logan Capital Management
from 13F filings
Historical chart of Logan Capital Management investment in Lpl Financial Holdings
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by Logan Capital Management 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 Logan Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 35k | 332.70 |
| 2025-06-30 | $13M | 35k | 374.97 |
| 2025-03-31 | $13M | 40k | 327.14 |
| 2024-12-31 | $14M | 41k | 326.51 |
| 2024-09-30 | $10M | 44k | 232.63 |
| 2024-03-31 | $12M | 45k | 264.20 |
| 2023-09-30 | $11M | 46k | 237.65 |
| 2023-06-30 | $9.5M | 44k | 217.43 |
| 2023-03-31 | $9.3M | 46k | 202.40 |
| 2022-12-31 | $8.9M | 41k | 216.17 |
| 2022-09-30 | $8.6M | 39k | 218.48 |
| 2022-06-30 | $6.8M | 37k | 184.48 |
| 2022-03-31 | $840k | 4.6k | 182.61 |
| 2021-12-31 | $736k | 4.6k | 160.00 |
| 2021-09-30 | $721k | 4.6k | 156.74 |
| 2021-06-30 | $572k | 4.2k | 134.91 |
| 2021-03-31 | $654k | 4.6k | 142.17 |
| 2020-12-31 | $479k | 4.6k | 104.13 |
| 2020-09-30 | $353k | 4.6k | 76.74 |
| 2020-06-30 | $361k | 4.6k | 78.48 |
| 2020-03-31 | $250k | 4.6k | 54.35 |
| 2019-12-31 | $426k | 4.6k | 92.35 |
| 2019-09-30 | $377k | 4.6k | 81.96 |
| 2019-06-30 | $375k | 4.6k | 81.52 |
| 2019-03-31 | $320k | 4.6k | 69.57 |
| 2018-12-31 | $281k | 4.6k | 61.09 |
| 2018-09-30 | $306k | 4.7k | 64.56 |
| 2018-06-30 | $311k | 4.7k | 65.61 |
| 2018-03-31 | $289k | 4.7k | 60.97 |
| 2017-12-31 | $263k | 4.6k | 57.17 |
| 2017-09-30 | $348k | 6.8k | 51.56 |
| 2017-06-30 | $287k | 6.8k | 42.52 |