LPL Financial Holdings Inc. - COM (LPLA)

Historical Portfolio Holders from Q1 2014 to Q1 2024

All holders as of March 31, 2024
Q1 2024
Type / Class
Equity / COM
Shares, excl. options Q1 2024
70.1 M
Holdings value Q1 2024
$18.5 B
Value change Q1 2024
-$40.1 M
Grand Portfolio weight change Q1 2024
0%
Number of holders
622
Number of buys Q1 2024
313
Number of sells Q1 2024
-267
Average buys Q1 2024 %
+0.008%
Average sells Q1 2024 %
-0.004%
CUSIP
50212V100
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q1 70.1 M $18.5 B -$40.1 M $264.20 622
2023 Q4 70.5 M $16 B -$171 M $227.62 598
2023 Q3 70.9 M $16.9 B +$33.2 M $237.65 590
2023 Q2 70.4 M $15.3 B -$849 M $217.43 577
2023 Q1 73.2 M $14.8 B -$447 M $202.40 595
2022 Q4 76 M $16.4 B -$529 M $216.17 611
2022 Q3 77.7 M $17 B -$583 M $218.48 562
2022 Q2 81.2 M $15 B +$651 M $184.48 515
2022 Q1 78.4 M $14.3 B +$247 M $182.68 465
2021 Q4 76.3 M $12.2 B -$410 M $160.09 419
2021 Q3 76.7 M $12 B +$143 M $156.76 412
2021 Q2 75.9 M $10.3 B -$160 M $134.98 412
2021 Q1 77.4 M $11 B +$245 M $142.16 388
2020 Q4 77.3 M $8.06 B +$93.5 M $104.22 354
2020 Q3 76.3 M $5.85 B +$5.35 M $76.67 311
2020 Q2 76.2 M $5.97 B +$188 M $78.40 328
2020 Q1 74.3 M $4.04 B -$210 M $54.43 279
2019 Q4 76.4 M $7.03 B +$9.02 M $92.25 325
2019 Q3 76.5 M $6.26 B -$147 M $81.90 300
2019 Q2 78.3 M $6.37 B +$127 M $81.57 308
2019 Q1 79.1 M $5.5 B +$1.29 M $69.65 312
2018 Q4 79.1 M $4.82 B -$125 M $61.08 268
2018 Q3 80.7 M $5.2 B -$178 M $64.51 282
2018 Q2 83.3 M $5.46 B +$110 M $65.54 280
2018 Q1 83.3 M $5.09 B +$3.16 M $61.07 283
2017 Q4 83.7 M $4.78 B +$51.1 M $57.14 235
2017 Q3 82.3 M $4.24 B +$75.3 M $51.57 220
2017 Q2 81.8 M $3.47 B +$354 M $42.46 192
2017 Q1 82.8 M $3.3 B +$103 M $39.83 191
2016 Q4 83.4 M $2.94 B -$423 M $35.21 185
2016 Q3 95.4 M $2.85 B +$62.1 M $29.91 133
2016 Q2 94 M $2.12 B +$8.4 M $22.53 139
2016 Q1 93.4 M $2.32 B -$413 M $24.80 149
2015 Q4 102 M $4.34 B -$124 M $42.65 161
2015 Q3 105 M $4.16 B +$36.5 M $39.77 163
2015 Q2 106 M $4.91 B +$386 M $46.49 177
2015 Q1 98 M $4.3 B +$277 M $43.86 164
2014 Q4 91.7 M $4.08 B +$12.6 M $44.55 155
2014 Q3 90.5 M $4.17 B -$27.1 M $46.05 168
2014 Q2 91 M $4.53 B -$5.08 M $49.74 177
2014 Q1 91 M $4.78 B +$13.6 M $52.54 201