LPL FINL HLDGS INC's ticker is LPLA and the CUSIP is 50212V100. A total of 667 filers reported holding LPL FINL HLDGS INC in Q2 2024. The put-call ratio across all filers is 1.22 and the average weighting 0.3%.
About LPL FINL HLDGS INC
LPL Financial Holdings Inc. is a leading provider of investment and wealth management services to independent financial advisors and financial institutions in the United States. The company offers a range of services, including brokerage, advisory, and custody services, as well as technology solutions to support the delivery of financial advice.
LPL Financial Holdings Inc. has a strong reputation for providing high-quality services to its clients. The company has been recognized for its commitment to innovation and technology, and has received numerous awards for its products and services.
One of the key strengths of LPL Financial Holdings Inc. is its focus on independent financial advisors. The company has built a strong network of advisors who are able to provide personalized advice and support to their clients. This has helped to establish LPL Financial Holdings Inc. as a trusted partner for financial advisors and institutions across the country.
Despite the challenges posed by the COVID-19 pandemic, LPL Financial Holdings Inc. has continued to perform well. The company has reported strong financial results, with revenue and earnings growth in the most recent quarter. This is a testament to the strength of the company's business model and its ability to adapt to changing market conditions.
Overall, LPL Financial Holdings Inc. is a strong player in the investment and wealth management industry. With its focus on independent financial advisors and commitment to innovation, the company is well-positioned for continued success in the years ahead.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $48,598,442 | -0.4% | 174,002 | -5.8% | 1.23% | -1.2% |
| Q1 2024 | $48,789,901 | +13.1% | 184,672 | -2.6% | 1.24% | +5.7% |
| Q4 2023 | $43,143,888 | -2.6% | 189,546 | +1.7% | 1.18% | -12.0% |
| Q3 2023 | $44,306,086 | +17.4% | 186,432 | +7.4% | 1.34% | +26.2% |
| Q2 2023 | $37,749,473 | +12.0% | 173,616 | +7.3% | 1.06% | +7.1% |
| Q1 2023 | $33,714,255 | -4.4% | 161,800 | -0.9% | 0.99% | -9.0% |
| Q4 2022 | $35,283,563 | -11.9% | 163,224 | -11.0% | 1.09% | -17.3% |
| Q3 2022 | $40,065,000 | +15.1% | 183,382 | -1.8% | 1.31% | +23.1% |
| Q2 2022 | $34,798,000 | -4.5% | 186,753 | -6.3% | 1.07% | +10.1% |
| Q1 2022 | $36,426,000 | +2.3% | 199,396 | -10.3% | 0.97% | +16.0% |
| Q4 2021 | $35,607,000 | +6.6% | 222,414 | +4.4% | 0.84% | -5.3% |
| Q3 2021 | $33,411,000 | +46.7% | 213,137 | +26.1% | 0.88% | +40.2% |
| Q2 2021 | $22,778,000 | +69.0% | 169,072 | +78.4% | 0.63% | +48.0% |
| Q1 2021 | $13,476,000 | +355.7% | 94,795 | +234.1% | 0.42% | +300.9% |
| Q4 2020 | $2,957,000 | +39.3% | 28,376 | +2.5% | 0.11% | +19.1% |
| Q3 2020 | $2,123,000 | -31.1% | 27,694 | -29.6% | 0.09% | -32.6% |
| Q2 2020 | $3,083,000 | +42.1% | 39,328 | -1.3% | 0.13% | +15.8% |
| Q1 2020 | $2,169,000 | -8.7% | 39,851 | +54.7% | 0.11% | +7.5% |
| Q4 2019 | $2,376,000 | – | 25,752 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wildcat Capital Management, LLC | 208,401 | $13,608,000 | 10.41% |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 2,074,983 | $135,994,000 | 7.94% |
| Azora Capital LP | 678,676 | $44,480,000 | 7.02% |
| CLEARFIELD CAPITAL MANAGEMENT LP | 390,864 | $25,617,000 | 6.50% |
| Southpoint Capital Advisors LP | 2,250,000 | $147,465,000 | 6.27% |
| Engle Capital Management, L.P. | 194,700 | $12,761,000 | 5.61% |
| STRYCKER VIEW CAPITAL LLC | 163,190 | $10,695,000 | 5.04% |
| NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. | 830,958 | $54,461,000 | 4.20% |
| HMI Capital Management, L.P. | 482,021 | $31,592,000 | 3.94% |
| Clarkston Capital Partners, LLC | 1,490,085 | $97,660,000 | 3.74% |