Osterweis Capital Management »

Lpl Financial Holdings shares owned by Osterweis Capital Management

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

Historical chart of Osterweis Capital Management investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Lpl Financial Holdings by Osterweis Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $23k 70 332.69
2025-06-30 $26k 70 374.97