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Lpl Financial Holdings shares owned by Northwestern Mutual Wealth Management Company

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Northwestern Mutual Wealth Management Company from 13F filings

Historical chart of Northwestern Mutual Wealth Management Company investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Lpl Financial Holdings held by Northwestern Mutual Wealth Management Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Northwestern Mutual Wealth Management Company

Quarter filed Position value Share count Share price at filing
2024-06-30 $12M 43k 279.33
2024-03-31 $11M 40k 264.23
2023-09-30 $10M 43k 237.67
2023-06-30 $11M 50k 217.43
2023-03-31 $9.2M 45k 202.40
2022-12-31 $7.6M 35k 216.17
2022-09-30 $256k 1.2k 219.37
2022-06-30 $5.1M 28k 184.50
2022-03-31 $223k 1.2k 182.64
2021-12-31 $8.0M 50k 160.08
2021-09-30 $7.7M 49k 156.74
2021-06-30 $6.4M 48k 134.99
2021-03-31 $546k 3.8k 142.22
2020-12-31 $20k 185 108.11
2020-09-30 $9.0k 118 76.27
2020-06-30 $9.0k 117 76.92
2020-03-31 $7.0k 127 55.12
2019-12-31 $20k 217 92.17
2019-09-30 $18k 217 82.95
2019-06-30 $18k 217 82.95
2019-03-31 $15k 214 70.09
2018-12-31 $7.0k 114 61.40
2018-09-30 $10k 156 64.10
2018-06-30 $2.0k 32 62.50
2018-03-31 $3.0k 48 62.50
2017-12-31 $2.0k 32 62.50
2017-09-30 $2.0k 32 62.50
2016-12-31 $4.0k 119 33.61
2016-09-30 $4.0k 119 33.61
2016-06-30 $1.0k 47 21.28
2015-12-31 $6.0k 144 41.67
2014-12-31 $1.0k 15 66.67
2014-09-30 $1.0k 15 66.67
2013-06-30 $324k 8.6k 37.76

More positions owned by Northwestern Mutual Wealth Management Company

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Value (VLUE)
Ishares Msci Eurzone Etf (EZU)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Northwestern Mutual Wealth Management Company

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