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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