Lpl Financial Holdings shares owned by Morgan Stanley
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Morgan Stanley
from 13F filings
Historical chart of Morgan Stanley investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Morgan Stanley
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $515M | 1.4M | 374.97 |
| 2024-12-31 | $336M | 1.0M | 326.51 |
| 2024-09-30 | $203M | 871k | 232.63 |
| 2024-06-30 | $410M | 1.5M | 279.30 |
| 2024-03-31 | $337M | 1.3M | 264.20 |
| 2023-12-31 | $120M | 525k | 227.62 |
| 2023-09-30 | $119M | 500k | 237.65 |
| 2023-06-30 | $134M | 618k | 217.43 |
| 2022-12-31 | $150M | 694k | 216.16 |
| 2022-06-30 | $74M | 402k | 184.38 |
| 2022-03-31 | $37M | 203k | 182.71 |
| 2021-06-30 | $38M | 282k | 134.99 |
| 2020-12-31 | $18M | 171k | 104.19 |
| 2020-09-30 | $5.6M | 73k | 76.49 |
| 2020-06-30 | $3.4M | 44k | 78.42 |
| 2020-03-31 | $6.5M | 120k | 54.26 |
| 2019-12-31 | $15M | 165k | 92.23 |
| 2019-09-30 | $13M | 158k | 81.90 |
| 2019-03-31 | $12M | 167k | 69.64 |
| 2018-12-31 | $5.3M | 86k | 61.11 |
| 2018-09-30 | $3.1M | 48k | 64.63 |
| 2018-06-30 | $6.3M | 96k | 65.55 |
| 2018-03-31 | $18M | 294k | 61.07 |
| 2017-12-31 | $3.0M | 52k | 57.15 |
| 2017-03-31 | $2.9M | 74k | 39.82 |
| 2016-12-31 | $4.7M | 133k | 35.20 |
| 2016-09-30 | $264k | 8.9k | 29.88 |
| 2016-06-30 | $852k | 38k | 22.52 |
| 2016-03-31 | $1.7M | 70k | 24.80 |
| 2015-12-31 | $14M | 327k | 42.65 |
| 2015-09-30 | $143M | 3.6M | 39.77 |
| 2015-06-30 | $175M | 3.8M | 46.49 |
| 2014-12-31 | $151k | 3.4k | 44.69 |
| 2014-09-30 | $4.9M | 107k | 46.07 |
| 2014-06-30 | $2.9M | 59k | 49.75 |
| 2014-03-31 | $11M | 211k | 50.51 |
| 2013-12-31 | $1.2M | 26k | 47.04 |
| 2013-09-30 | $6.5M | 168k | 38.33 |