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
Download as csvQuarterly 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 |
More positions owned by Northwest & Ethical Investments
View all positions for Northwest & Ethical Investments