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
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by Summit Global Investments consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly 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 |