Lpl Financial Holdings shares owned by Yorktown Management & Research Company
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Yorktown Management & Research Company
from 13F filings
Historical chart of Yorktown Management & Research Company investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Yorktown Management & Research Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 5.7k | 232.63 |
| 2024-06-30 | $1.6M | 5.7k | 279.30 |
| 2024-03-31 | $1.5M | 5.7k | 264.20 |
| 2023-12-31 | $1.3M | 5.7k | 227.62 |
| 2023-09-30 | $1.9M | 8.0k | 237.65 |
| 2023-06-30 | $1.8M | 8.4k | 217.43 |
| 2023-03-31 | $2.2M | 11k | 202.40 |
| 2022-12-31 | $2.3M | 11k | 216.17 |
| 2022-09-30 | $2.6M | 12k | 218.50 |
| 2022-06-30 | $2.2M | 12k | 184.50 |
| 2022-03-31 | $2.2M | 12k | 182.70 |
| 2021-12-31 | $2.8M | 18k | 160.11 |
| 2021-09-30 | $2.5M | 16k | 156.75 |
| 2021-06-30 | $2.1M | 15k | 135.00 |
| 2021-03-31 | $2.2M | 16k | 142.17 |
| 2020-12-31 | $1.6M | 15k | 104.21 |
| 2020-09-30 | $1.2M | 16k | 76.69 |
| 2019-12-31 | $1.5M | 16k | 92.27 |
| 2019-09-30 | $1.3M | 16k | 81.89 |
| 2019-06-30 | $1.3M | 16k | 81.57 |
| 2019-03-31 | $1.0M | 15k | 69.67 |
| 2018-12-31 | $918k | 15k | 61.09 |
| 2018-09-30 | $928k | 14k | 64.49 |
| 2018-06-30 | $2.0M | 31k | 65.55 |
| 2018-03-31 | $2.2M | 37k | 61.06 |
| 2017-12-31 | $1.8M | 32k | 57.15 |
| 2017-09-30 | $335k | 6.5k | 51.54 |
More positions owned by Yorktown Management & Research Company
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