LPL Financial Holdings Inc. - COM (LPLA)

Historical Portfolio Holders from Q1 2014 to Q3 2024

All holders as of June 30, 2024
Q2 2024
Type / Class
Equity / COM
Shares, excl. options Q2 2024
72M
Holdings value Q2 2024
$20.1B
Value change Q2 2024
+$40.6M
Grand Portfolio weight change Q2 2024
+0%
Number of holders
654
Number of buys Q2 2024
346
Number of sells Q2 2024
-266
Average buys Q2 2024 %
+0.005%
Average sells Q2 2024 %
-0.004%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q3 34.9K $8.13M -$42K $232.63 11
2024 Q2 72M $20.1B +$40.6M $279.30 659
2024 Q1 71.6M $18.9B +$209M $264.20 637
2023 Q4 71.1M $16.2B -$155M $227.62 606
2023 Q3 71M $16.9B -$151M $237.65 594
2023 Q2 71.7M $15.6B -$565M $217.43 582
2023 Q1 74.3M $15B -$371M $202.40 603
2022 Q4 76.2M $16.5B -$489M $216.17 616
2022 Q3 78.6M $17.2B -$670M $218.48 571
2022 Q2 81.7M $15.1B +$695M $184.48 523
2022 Q1 79.1M $14.5B +$256M $182.68 473
2021 Q4 76.8M $12.3B -$405M $160.09 424
2021 Q3 76.9M $12.1B +$172M $156.76 414
2021 Q2 76M $10.3B -$152M $134.98 412
2021 Q1 77.5M $11B +$249M $142.16 389
2020 Q4 77.4M $8.07B +$92.9M $104.22 358
2020 Q3 76.6M $5.87B +$5.44M $76.67 320
2020 Q2 76.4M $5.98B +$187M $78.40 332
2020 Q1 74.7M $4.06B -$210M $54.43 285
2019 Q4 76.5M $7.04B +$14.2M $92.25 329
2019 Q3 76.8M $6.28B -$147M $81.90 303
2019 Q2 78.3M $6.38B +$43.8M $81.57 311
2019 Q1 79.3M $5.51B +$5.02M $69.65 313
2018 Q4 79.2M $4.83B -$125M $61.08 270
2018 Q3 81.1M $5.23B -$193M $64.51 285
2018 Q2 84M $5.5B +$28.2M $65.54 288
2018 Q1 84M $5.13B +$12.9M $61.07 287
2017 Q4 84.3M $4.82B +$64.2M $57.14 237
2017 Q3 82.3M $4.25B +$75.3M $51.57 220
2017 Q2 81.8M $3.47B +$355M $42.46 191
2017 Q1 82.8M $3.3B +$115M $39.83 190
2016 Q4 83.8M $2.95B -$420M $35.21 181
2016 Q3 95.8M $2.86B +$61.4M $29.91 132
2016 Q2 94M $2.12B +$8.54M $22.53 143
2016 Q1 93.4M $2.32B -$412M $24.80 147
2015 Q4 102M $4.35B -$262M $42.65 160
2015 Q3 108M $4.3B +$34.7M $39.77 165
2015 Q2 106M $4.92B +$375M $46.49 179
2015 Q1 98M $4.3B +$278M $43.86 167
2014 Q4 91.7M $4.08B +$11.1M $44.55 157
2014 Q3 90.6M $4.17B -$26.9M $46.05 173
2014 Q2 91M $4.53B -$6.86M $49.74 179
2014 Q1 91M $4.78B +$13.6M $52.54 202