Lpl Financial Holdings shares owned by Otter Creek Advisors
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Otter Creek Advisors
from 13F filings
Historical chart of Otter Creek Advisors investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Otter Creek Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 12k | 332.63 |
| 2025-06-30 | $4.8M | 13k | 374.97 |
| 2025-03-31 | $3.5M | 11k | 327.14 |
| 2024-03-31 | $2.3M | 8.7k | 264.22 |
| 2023-12-31 | $844k | 3.7k | 227.19 |
| 2022-12-31 | $4.1M | 19k | 216.18 |
| 2022-09-30 | $3.9M | 18k | 218.41 |
| 2022-06-30 | $3.6M | 20k | 184.49 |
| 2022-03-31 | $4.7M | 26k | 182.71 |
| 2021-12-31 | $4.3M | 27k | 160.08 |
| 2021-09-30 | $5.3M | 34k | 156.77 |
| 2021-06-30 | $2.1M | 16k | 135.00 |
| 2021-03-31 | $4.7M | 33k | 142.18 |
| 2020-12-31 | $5.2M | 50k | 104.21 |
| 2020-09-30 | $4.1M | 53k | 76.66 |
| 2020-06-30 | $3.3M | 43k | 78.39 |
| 2017-09-30 | $10M | 195k | 51.57 |
| 2017-06-30 | $16M | 383k | 42.46 |