Lpl Financial Holdings shares owned by Prana Capital Management
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Prana Capital Management
from 13F filings
Historical chart of Prana Capital Management investment in Lpl Financial Holdings
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by Prana Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Lpl Financial Holdings by Prana Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 8.6k | 332.69 |
| 2025-06-30 | $1.6M | 4.2k | 374.97 |
| 2024-09-30 | $4.4M | 19k | 232.63 |
| 2024-06-30 | $3.9M | 14k | 279.30 |
| 2023-12-31 | $7.9M | 35k | 227.62 |
| 2023-06-30 | $14M | 64k | 217.43 |
| 2023-03-31 | $5.3M | 26k | 202.40 |
| 2020-06-30 | $7.2M | 91k | 78.40 |
| 2020-03-31 | $5.7M | 105k | 54.43 |
| 2018-12-31 | $9.4M | 154k | 61.08 |
| 2018-09-30 | $2.6M | 41k | 64.51 |
| 2018-03-31 | $3.9M | 64k | 61.07 |