Lpl Financial Holdings shares owned by Westfield Capital Management Company
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Westfield Capital Management Company
from 13F filings
Historical chart of Westfield Capital Management Company investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Westfield Capital Management Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $192M | 576k | 332.69 |
| 2025-06-30 | $293M | 782k | 374.97 |
| 2025-03-31 | $272M | 830k | 327.14 |
| 2024-12-31 | $231M | 706k | 326.51 |
| 2024-09-30 | $165M | 711k | 232.63 |
| 2024-06-30 | $163M | 585k | 279.30 |
| 2024-03-31 | $102M | 385k | 264.20 |
| 2023-12-31 | $98M | 429k | 227.62 |
| 2023-09-30 | $142M | 599k | 237.65 |
| 2023-06-30 | $141M | 650k | 217.43 |
| 2023-03-31 | $120M | 593k | 202.40 |
| 2022-12-31 | $126M | 583k | 216.17 |
| 2022-09-30 | $151M | 689k | 218.48 |
| 2022-06-30 | $150M | 815k | 184.48 |
| 2022-03-31 | $158M | 864k | 182.68 |
| 2021-12-31 | $171M | 1.1M | 160.09 |
| 2021-09-30 | $184M | 1.2M | 156.76 |
| 2021-06-30 | $133M | 985k | 134.98 |
| 2021-03-31 | $121M | 848k | 142.16 |
| 2020-12-31 | $121M | 1.2M | 104.22 |
| 2020-09-30 | $69M | 899k | 76.67 |
| 2020-06-30 | $78M | 989k | 78.40 |
| 2020-03-31 | $56M | 1.0M | 54.43 |
| 2019-12-31 | $116M | 1.3M | 92.25 |
| 2019-09-30 | $72M | 884k | 81.90 |
| 2019-06-30 | $54M | 664k | 81.57 |
| 2019-03-31 | $49M | 702k | 69.65 |
| 2018-12-31 | $60M | 987k | 61.08 |
| 2018-09-30 | $78M | 1.2M | 64.51 |
| 2018-06-30 | $70M | 1.1M | 65.54 |
| 2018-03-31 | $43M | 709k | 61.07 |
| 2014-12-31 | $15M | 342k | 44.55 |
| 2014-09-30 | $17M | 358k | 46.05 |
| 2014-06-30 | $21M | 414k | 49.74 |
| 2014-03-31 | $19M | 370k | 52.54 |
| 2013-12-31 | $23M | 481k | 47.05 |
More positions owned by Westfield Capital Management Company
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