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Lpl Financial Holdings shares owned by Summit Global Investments

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Summit Global Investments from 13F filings

Historical chart of Summit Global Investments investment in Lpl Financial Holdings

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All positions including Lpl Financial Holdings held by Summit Global Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Summit Global Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $726k 3.2k 227.66
2023-09-30 $1.1M 4.7k 237.75
2023-06-30 $5.3M 24k 217.41
2023-03-31 $6.0M 30k 202.41
2022-12-31 $4.2M 19k 216.15