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Lpl Financial Holdings shares owned by Redwood Investment Management

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

Historical chart of Redwood Investment Management investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lpl Financial Holdings by Redwood Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 6.2k 227.56
2023-09-30 $1.6M 6.7k 237.66
2023-06-30 $1.6M 7.6k 217.41
2020-12-31 $979k 9.4k 104.19
2020-09-30 $726k 9.5k 76.63
2020-03-31 $499k 9.2k 54.43
2019-12-31 $1.0M 11k 92.25
2019-09-30 $890k 11k 81.88
2019-06-30 $656k 7.9k 82.58

More positions owned by Redwood Investment Management

Two Rds Shared Tr Leadershares Eqt Leadershs Eqt (SQEW)
Two Rds Shared Tr Ldrshs Alpfact Ldrshs Alpfact (LSAF)
Two Rds Shared Tr Leasershs Alphaf Leadershs Alphaf (LSAT)
Two Rds Shared Tr Leadershs Activi Leadershs Activi (ACTV)
Spdr S&p 600 Small Cap Value S&P 600 SMCP GRW (SLYV)
Spdr S&p 600 Small Cap Growt S&P 600 SMCP GRW (SLYG)
Two Rds Shared Trust Leadershares Dynamic Yield Etf Leadershares Dy (DYLD)
Vanguard Index Funds S&p 500 Etf Usd S&p 500 Etf Shs (VOO)
Vanguard Developed Markets Index Fund Etf Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Mid-cap Growth Index Fund Mcap Gr Idxvip (VOT)
Apple (AAPL)
Vanguard Ftse Emerging Marke Ftse Emr Mkt Etf (VWO)
Ishares Core Us Aggregate Bond Etf Core Us Aggbd Et (AGG)
Spdr Portfolio Long Term Treasury Etf Portfolio Ln Tsr (SPTL)

View all positions for Redwood Investment Management

Top funds holding Lpl Financial Holdings

Vanguard Group
Henderson Group
T. Rowe Price Associates
Lone Pine Capital
WCM Investment Management
Clarkston Capital Partners
Millennium Management
Samlyn Capital
Robeco Investment Management
D. E. Shaw & Co
Bank of New York Mellon
Jpmorgan Chase & Co
Norges Bank Investment Management
TD Asset Management
Damian Sousa

View all funds holding Lpl Financial Holdings