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Lpl Financial Holdings shares owned by Sumitomo Mitsui Asset Management Company

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Sumitomo Mitsui Asset Management Company from 13F filings

Historical chart of Sumitomo Mitsui Asset Management Company investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Lpl Financial Holdings held by Sumitomo Mitsui Asset Management Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Sumitomo Mitsui Asset Management Company

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.9M 17k 232.63
2024-06-30 $10M 36k 279.30
2024-03-31 $9.8M 37k 264.20
2023-12-31 $8.7M 38k 227.62
2023-09-30 $10M 43k 237.65
2023-06-30 $8.7M 40k 217.43
2023-03-31 $6.3M 31k 202.40
2022-12-31 $6.7M 31k 216.17
2022-09-30 $8.0M 37k 218.47
2022-06-30 $7.6M 41k 184.48
2022-03-31 $6.5M 36k 182.69
2021-12-31 $8.2M 51k 160.08