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Lpl Financial Holdings shares owned by LRI Investments

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

Historical chart of LRI Investments investment in Lpl Financial Holdings

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

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Quarterly reported holdings in Lpl Financial Holdings by LRI Investments

Quarter filed Position value Share count Share price at filing
2024-06-30 $331k 1.2k 279.31
2024-03-31 $12k 45 264.20

More positions owned by LRI Investments

Ares Management Corporation Cl A Com Stk Stock (ARES)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Dimensional International Core Equity Market Etf Etf (DFAI)
Assured Guaranty Stock (AGO)
Wisdomtree International Equity Fund Etf (DWM)
Wisdomtree International Smallcap Dividend Fund Etf (DLS)
Amazon Stock (AMZN)
Dimensional International Small Cap Value Etf Etf (DISV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Real Estate Etf Etf (VNQ)
Nvidia Corporation Stock (NVDA)
Rtx Corporation Stock (RTX)

View all positions for LRI Investments

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
FMR
Kayne Anderson Rudnick Investment Management
Henderson Group
T. Rowe Price Associates
Robeco Investment Management
State Street Corporation
Lone Pine Capital
WCM Investment Management
Capital Research Global Investors
Morgan Stanley
Geode Capital Management
Samlyn Capital
Jpmorgan Chase & Co

View all funds holding Lpl Financial Holdings