Lpl Financial Holdings shares owned by Trillium Asset Management Corporation
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Trillium Asset Management Corporation
from 13F filings
Historical chart of Trillium Asset Management Corporation investment in Lpl Financial Holdings
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by Trillium Asset Management Corporation consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Lpl Financial Holdings by Trillium Asset Management Corporation
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $16M | 70k | 232.63 |
| 2024-03-31 | $48M | 185k | 260.00 |
| 2023-12-31 | $43M | 190k | 227.62 |
| 2023-09-30 | $45M | 186k | 240.00 |
| 2023-06-30 | $38M | 174k | 217.43 |
| 2023-03-31 | $34M | 162k | 208.37 |
| 2022-12-31 | $35M | 163k | 216.17 |
| 2022-09-30 | $40M | 183k | 218.48 |
| 2022-06-30 | $35M | 187k | 186.33 |
| 2022-03-31 | $36M | 199k | 182.68 |
| 2021-12-31 | $36M | 222k | 160.09 |
| 2021-09-30 | $33M | 213k | 156.76 |
| 2021-06-30 | $23M | 169k | 134.72 |
| 2021-03-31 | $14M | 95k | 142.16 |
| 2020-12-31 | $3.0M | 28k | 104.21 |
| 2020-09-30 | $2.1M | 28k | 76.66 |
| 2020-06-30 | $3.1M | 39k | 78.39 |
| 2020-03-31 | $2.2M | 40k | 54.43 |
| 2019-12-31 | $2.4M | 26k | 92.26 |
More positions owned by Trillium Asset Management Corporation
View all positions for Trillium Asset Management Corporation