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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

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Quarterly reported holdings in Lpl Financial Holdings by Logan Capital Management

Quarter filed Position value Share count Share price at filing
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 $621k 4.6k 135.00
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