Lpl Financial Holdings shares owned by Waratah Capital Advisors
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Waratah Capital Advisors
from 13F filings
Historical chart of Waratah Capital Advisors investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Waratah Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $29M | 102k | 279.30 |
| 2024-03-31 | $42M | 160k | 264.20 |
| 2023-12-31 | $34M | 150k | 227.62 |
| 2023-09-30 | $57M | 238k | 237.65 |
| 2018-12-31 | $470k | 7.7k | 61.10 |
| 2018-09-30 | $1.1M | 17k | 64.53 |
| 2018-06-30 | $288k | 4.4k | 65.62 |
| 2018-03-31 | $316k | 5.2k | 60.99 |
| 2017-12-31 | $323k | 5.6k | 57.20 |
| 2017-09-30 | $1.1M | 21k | 51.59 |
| 2017-06-30 | $551k | 13k | 42.45 |
| 2017-03-31 | $379k | 9.5k | 39.81 |