Lpl Financial Holdings shares owned by Westwood Holdings
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Westwood Holdings
from 13F filings
Historical chart of Westwood Holdings investment in Lpl Financial Holdings
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All positions including Lpl Financial Holdings held by Westwood Holdings consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Lpl Financial Holdings by Westwood Holdings
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $23M | 70k | 326.51 |
2024-09-30 | $14M | 58k | 232.63 |
2022-09-30 | $6.0M | 28k | 218.48 |
2022-06-30 | $12M | 67k | 184.48 |
2022-03-31 | $11M | 58k | 182.68 |