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Lpl Financial Holdings shares owned by Ossiam

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

Historical chart of Ossiam investment in Lpl Financial Holdings

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

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Quarterly reported holdings in Lpl Financial Holdings by Ossiam

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.1k 20 357.15
2025-09-30 $32k 95 332.69
2025-06-30 $99k 263 374.97
2024-09-30 $1.0M 4.5k 232.63
2024-06-30 $1.2M 4.4k 279.30
2024-03-31 $961k 3.6k 264.20
2023-09-30 $630k 2.6k 237.65
2023-06-30 $7.0M 32k 217.43
2023-03-31 $154k 761 202.40
2022-12-31 $165k 763 216.17
2022-09-30 $167k 763 218.87