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Lpl Financial Holdings shares owned by Northwest & Ethical Investments

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

Historical chart of Northwest & Ethical Investments investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lpl Financial Holdings by Northwest & Ethical Investments

Quarter filed Position value Share count Share price at filing
2025-06-30 $2.0M 5.5k 364.96
2025-03-31 $1.5M 4.6k 326.63
2024-12-31 $424k 1.3k 326.10
2024-03-31 $159k 600 264.20
2020-06-30 $1.7M 22k 78.40
2020-03-31 $1.3M 25k 54.43
2019-12-31 $2.9M 31k 92.25
2019-09-30 $2.5M 31k 81.90
2019-06-30 $2.8M 34k 81.57
2019-03-31 $1.9M 27k 69.65
2017-03-31 $1.3M 31k 39.83