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Trinity Cap shares owned by LPL Financial

Quarter-by-quarter ownership of Trinity Cap (TRIN) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Trinity Cap

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All positions including Trinity Cap held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Trinity Cap by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $517k 38k 13.57
2024-06-30 $426k 30k 14.14
2024-03-31 $423k 29k 14.68
2023-09-30 $141k 10k 13.92

More positions owned by LPL Financial

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Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)

View all positions for LPL Financial

Top funds holding Trinity Cap

Van Eck Associates Corp.
Greenwich Investment Management
Invesco
Melia Wealth
Emerald Advisers
Rockefeller Capital Management
Emerald Mutual Fund Advisers, Trust
Morgan Stanley
Ares Management
Stifel Financial
Marshall Wace
Ambassador Advisors
Goldman Sachs Group
Kennedy Capital Management
Hennion & Walsh Asset Management

View all funds holding Trinity Cap