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Disclosery

LPLA LPL FINL HLDGS INC

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Stock (common), issuer CIK 1397911

713 managers (728 13F filers) reported a position in LPLA shares at 2024-12-31, 71,267,467 shares in all. 104 filers opened a position and 60 filers sold out during the quarter.

Managers
713
13F filers
728
New
104
Added
227
Reduced
271
Sold out
60
Shares held by filers
71,267,467

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
R Squared Ltd240$78.4K0.08%13F-HRTimeline
Oslo Pensjonsforsikring AS213$69.5K0.01%013F-HRTimeline
Quarry LP210$68.6K0.01%+15413F-HRTimeline
Compass Financial Services Inc200$65.3K0.04%13F-HRTimeline
Brooklyn Investment Group198$64.6K0.02%+1413F-HRTimeline
Jackson, Grant Investment Advisers, Inc.181$59.1K0.02%013F-HRTimeline
Sandy Spring Bank180$58.8K<0.01%013F-HRTimeline
Atala Financial Inc180$58.8K0.04%13F-HRTimeline
CoreCap Advisors, LLC169$55.3K<0.01%+1313F-HRTimeline
FIL Ltdin group FIL Ltd167$54.5K<0.01%-213F-HRTimelineGroup
Arax Advisory Partners163$53.2K<0.01%-913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC156$51K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc156$50.9K<0.01%-12713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management146$47.7K<0.01%+2013F-HRTimelineGroup
Clark Wealth Partners140$45.7K0.04%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP138$45.1K<0.01%+4313F-HRTimelineGroup
MCF Advisors LLC138$45.1K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.133$43.4K<0.01%+113F-HRTimeline
Aster Capital Management (DIFC) Ltd132$43.1K0.02%-813F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.129$42.1K<0.01%new13F-HRTimelineGroup
Fourth Dimension Wealth, LLC123$40K0.02%13F-HRTimeline
Smithfield Trust Co119$39K<0.01%013F-HRTimeline
Riverview Trust Co115$37.5K0.03%013F-HRTimeline
Parkside Financial Bank & Trust108$35.3K<0.01%+813F-HRTimeline
Global X Japan Co., Ltd.100$32.7K<0.01%+1613F-HRTimeline
Covestor Ltd96$31K0.02%-5313F-HRTimeline
Graney & King, LLC93$30.5K0.02%13F-HRTimeline
IAG Wealth Partners, LLC84$27.3K<0.01%+113F-HRTimeline
Plato Investment Management Ltd81$26.5K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC78$25.5K<0.01%+3013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK68$22.2K<0.01%-213F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC66$21.6K<0.01%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…65$21.2K0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB61$19.9K<0.01%+4013F-HRTimeline
Bell Investment Advisors, Inc57$18.6K<0.01%+413F-HRTimeline
Park Place Capital Corp54$17.6K<0.01%013F-HRTimeline
Hemington Wealth Management53$17K<0.01%+3413F-HRTimeline
EASTERN BANK50$16.3K<0.01%013F-HRTimeline
PSI Advisors, LLC50$16.3K<0.01%013F-HRTimeline
WealthCollab, LLC50$16.3K0.01%013F-HRTimeline
Private Wealth Management Group, LLC49$16K0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC48$15.7K<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.47$15.3K<0.01%-93013F-HR/ATimeline
SBI Securities Co., Ltd.46$15K<0.01%13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…44$14.4K<0.01%-413F-HRTimelineGroup
Global Wealth Strategies & Associates44$14.4K<0.01%013F-HRTimeline
Global Financial Private Client, LLC42$13.7K0.01%+413F-HRTimeline
Millstone Evans Group, LLC39$12.7K0.01%13F-HRTimeline
Alaska Permanent Fund Corp38$12.4K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.36$11.8K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.35$11.4K<0.01%-413F-HRTimeline
High Note Wealth, LLC34$11.1K<0.01%new13F-HRTimeline
CVA Family Office, LLC33$10.8K<0.01%+413F-HRTimeline
Center for Financial Planning, Inc.30$9.82K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA29$9.47K<0.01%-1613F-HRTimeline
Operose Advisors LLC27$8.82K<0.01%new13F-HRTimeline
ESL Trust Services, LLC25$8.16K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp24$7.84K<0.01%new13F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners24$7.84K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.23$7.51K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC22$7.18K<0.01%013F-HRTimeline
Compass Planning Associates Inc21$6.88K0.01%13F-HRTimeline
AdvisorNet Financial, Inc20$6.53K<0.01%-1813F-HRTimeline
Cranbrook Wealth Management, LLC19$6.2K<0.01%new13F-HRTimeline
CNB Bank19$6.2K<0.01%013F-HRTimeline
Fortitude Family Office, LLC19$6.2K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.18$5.88K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.16$5.22K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.15$4.9K<0.01%+513F-HRTimeline
GPS Wealth Strategies Group, LLC15$4.9K<0.01%013F-HRTimeline
Versant Capital Management, Inc14$4.57K<0.01%+213F-HRTimeline
Bruce G. Allen Investments, LLC14$4.57K<0.01%+1013F-HRTimeline
SJS Investment Consulting Inc.13$4.25K<0.01%-813F-HRTimeline
Sachetta, LLC12$3.92K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC12$3.92K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton10$3.27K<0.01%-213F-HRTimeline
SIERRA OCEAN, LLC10$3.27K<0.01%13F-HRTimeline
Coppell Advisory Solutions LLC8$2.62K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.7$2.29K<0.01%-613F-HRTimeline
Sound Income Strategies, LLC7$2.29K<0.01%013F-HRTimeline
Avion Wealth7$2K<0.01%-113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6$1.96K<0.01%new13F-HRTimeline
WASHINGTON TRUST Co6$1.96K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC6$1.96K<0.01%-2113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC5$1.64K<0.01%013F-HRTimeline
TRUST CO OF VERMONT5$1.63K<0.01%013F-HRTimeline
Caitong International Asset Management …5$1.63K<0.01%13F-HR/ATimeline
Cherry Tree Wealth Management, LLC5$1.63K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA4$1.32K<0.01%+213F-HRTimelineGroup
Continuum Advisory, LLC4$1.31K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC4$1.31K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC3$1K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1$1K<0.01%013F-HRTimelineGroup
Cassady Schiller Wealth Management, LLC3$980<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.3$980<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.2$6950.06%-2,13813F-HRTimeline
Larson Financial Group LLC2$657<0.01%013F-HRTimeline
True Wealth Design, LLC2$654<0.01%new13F-HRTimeline
Pacer Advisors, Inc.2$653<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2$653<0.01%-313F-HRTimeline
Talon Private Wealth, LLC2$653<0.01%013F-HR/ATimeline
Principia Wealth Advisory, LLC2$653<0.01%13F-HRTimeline
WINNACLE WEALTH LLC2$474<0.01%13F-HRTimeline
Cornerstone Planning Group LLC1$353<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1$327<0.01%-413F-HRTimeline
Manchester Capital Management LLC1$327<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC1$327<0.01%new13F-HRTimeline
Activest Wealth Management1$327<0.01%new13F-HRTimeline
Rakuten Securities, Inc.1$327<0.01%new13F-HRTimeline
WealthTrak Capital Management LLC1$327<0.01%13F-HRTimeline
Wood Tarver Financial Group, LLC2$00%13F-HRTimelineValue filed as zero, left out of ratios.
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Legacy Financial Group LLC1,366$446Mnew13F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.