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Lpl Financial Holdings shares owned by Tobam

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

Historical chart of Tobam investment in Lpl Financial Holdings

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

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Quarterly reported holdings in Lpl Financial Holdings by Tobam

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.8M 42k 232.64
2024-06-30 $7.8M 28k 279.29
2024-03-31 $11M 42k 264.19
2023-12-31 $4.7M 21k 227.60
2023-09-30 $4.9M 21k 237.67
2023-06-30 $4.9M 22k 217.43
2023-03-31 $4.7M 23k 202.42
2022-12-31 $288k 1.3k 216.54
2022-09-30 $84k 386 217.62
2022-06-30 $71k 386 183.94
2022-03-31 $71k 386 183.94
2020-12-31 $30k 284 105.63