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Lpl Financial Holdings shares owned by Massachusetts Financial Services

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

Historical chart of Massachusetts Financial Services investment in Lpl Financial Holdings

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

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Quarterly reported holdings in Lpl Financial Holdings by Massachusetts Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $165M 710k 232.63
2024-06-30 $247M 885k 279.30
2024-03-31 $210M 795k 264.20
2023-12-31 $133M 583k 227.62
2023-09-30 $135M 568k 237.65
2023-06-30 $6.7M 31k 217.43
2023-03-31 $11M 54k 202.40
2022-12-31 $9.6M 44k 216.17
2019-12-31 $493k 5.3k 92.25
2019-09-30 $485k 5.9k 81.88
2019-06-30 $429k 5.3k 81.64
2019-03-31 $315k 4.5k 69.67
2018-12-31 $266k 4.4k 61.01
2018-09-30 $259k 4.0k 64.39
2015-09-30 $18M 447k 39.77
2015-06-30 $21M 447k 46.49
2015-03-31 $15M 335k 43.86
2014-12-31 $15M 325k 44.55
2014-09-30 $14M 306k 46.05
2014-06-30 $9.8M 198k 49.74
2014-03-31 $32M 604k 52.54
2013-12-31 $55M 1.2M 47.05
2013-09-30 $45M 1.2M 38.31
2013-06-30 $45M 1.2M 37.76