ETF Holdings Breakdown of LPLA

Stock NameWISETCDJUPSIETFP
TickerLPLA(EUR) ETF Plus
CountryEurope
ISINJE00B2NFV134
LEI21380068Q1JSIAN4FO63

News associated with LPLA

LPL Financial Holdings Inc. (NASDAQ:LPLA) Position Increased by M&T Bank Corp
M&T Bank Corp grew its position in LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 6.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,708 shares of the financial services provider’s stock after buying an additional 281 […] - 2025-03-11 08:22:56
Mutual of America Capital Management LLC Sells 1,462 Shares of LPL Financial Holdings Inc. (NASDAQ:LPLA)
Mutual of America Capital Management LLC trimmed its position in shares of LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 33.3% during the fourth quarter, Holdings Channel.com reports. The fund owned 2,926 shares of the financial services provider’s stock after selling 1,462 shares during the quarter. Mutual of America Capital Management LLC’s holdings in […] - 2025-03-10 08:20:48
Rhumbline Advisers Sells 4,367 Shares of LPL Financial Holdings Inc. (NASDAQ:LPLA)
Rhumbline Advisers lowered its holdings in LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 4.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 101,446 shares of the financial services provider’s stock after selling 4,367 shares during the period. Rhumbline Advisers […] - 2025-02-19 09:18:31
Van ECK Associates Corp Sells 2,586 Shares of LPL Financial Holdings Inc. (NASDAQ:LPLA)
Van ECK Associates Corp decreased its stake in shares of LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 7.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 33,794 shares of the financial services provider’s stock after selling 2,586 shares during the […] - 2025-02-17 08:48:49
Entropy Technologies LP Makes New $422,000 Investment in LPL Financial Holdings Inc. (NASDAQ:LPLA)
Entropy Technologies LP acquired a new stake in shares of LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 1,292 shares of the financial services provider’s stock, valued at approximately $422,000. Other hedge […] - 2025-02-13 10:44:55
LPL Financial Holdings Inc. (NASDAQ:LPLA) Position Cut by Empowered Funds LLC
Empowered Funds LLC trimmed its stake in LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 15.2% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 12,115 shares of the financial services provider’s stock after selling 2,170 shares during the quarter. Empowered Funds LLC’s holdings in LPL Financial […] - 2025-02-13 10:06:59
LPL Financial (NASDAQ:LPLA) Shares Down 1.7% on Insider Selling
Shares of LPL Financial Holdings Inc. (NASDAQ:LPLA – Get Free Report) traded down 1.7% during trading on Monday after an insider sold shares in the company. The company traded as low as $362.57 and last traded at $363.01. 172,823 shares traded hands during mid-day trading, a decline of 70% from the average session volume of […] - 2025-02-12 06:14:58
LPL Financial Holdings Inc. (NASDAQ:LPLA) Shares Purchased by Robeco Institutional Asset Management B.V.
Robeco Institutional Asset Management B.V. boosted its stake in LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 6.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,929 shares of the financial services provider’s stock after buying an additional 512 shares […] - 2025-02-04 08:34:56
Perigon Wealth Management LLC Invests $277,000 in LPL Financial Holdings Inc. (NASDAQ:LPLA)
Perigon Wealth Management LLC purchased a new position in shares of LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 801 shares of the financial services provider’s stock, valued at approximately $277,000. Other hedge funds also recently […] - 2025-02-03 11:07:04
Blue Trust Inc. Sells 163 Shares of LPL Financial Holdings Inc. (NASDAQ:LPLA)
Blue Trust Inc. decreased its position in shares of LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 16.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 814 shares of the financial services provider’s stock after selling 163 […] - 2025-02-03 10:28:47
Wells Fargo & Company Issues Positive Forecast for LPL Financial (NASDAQ:LPLA) Stock Price
LPL Financial (NASDAQ:LPLA – Free Report) had its price target hoisted by Wells Fargo & Company from $390.00 to $405.00 in a research note published on Friday morning,Benzinga reports. They currently have an overweight rating on the financial services provider’s stock. Several other brokerages have also recently weighed in on LPLA. Citigroup upped their price […] - 2025-02-03 08:30:54
LPL Financial (NASDAQ:LPLA) Price Target Raised to $405.00
LPL Financial (NASDAQ:LPLA – Get Free Report) had its target price raised by investment analysts at JPMorgan Chase & Co. from $397.00 to $405.00 in a research note issued to investors on Friday,Benzinga reports. The brokerage currently has an “overweight” rating on the financial services provider’s stock. JPMorgan Chase & Co.‘s price objective would indicate […] - 2025-02-02 09:32:52

LPLA institutional holdings

The following institutional investment holdings of LPLA have been identified

Date ETF ISIN/Name Num Shares Book value
2025-03-11 IE00B4L5Y983 (iShares Core MSCI World UCITS ETF USD (Acc)) 106,563USD 33,378,728
2025-03-11 IE00BD45YS76 (iShares Core MSCI World UCITS ETF GBP Hedged (Dist)) 106,563USD 33,378,728
2025-03-11 IE00BKBF6H24 (iShares Core MSCI World UCITS ETF EUR Hedged (Dist)) 106,563USD 33,378,728
2025-03-11 IE000OHHIBC6 (iShares Core MSCI World UCITS ETF) 106,563 0.2%USD 33,378,728 0.9%
2025-03-11 IE00BHZPJ890 (iShares MSCI USA ESG Enhanced UCITS ETF USD Inc GBP) 7,792USD 2,440,688
2025-03-11 IE00B6R52259 (iShares MSCI ACWI UCITS ETF) 17,117USD 5,361,558
2025-03-11 IE00BFNM3G45 (iShares MSCI USA ESG Screened UCITS ETF USD (Acc) GBP) 18,833 -1.0%USD 5,899,061 -0.3%
2025-03-11 IE00BFNM3H51 (iShares IV Public Limited Company - iShares MSCI USA ESG Screened UCITS ETF) 18,833 -1.0%USD 5,899,061 -0.3%
2025-03-11 IE000G2LIHG9 (ISHETFSAUAIMETFP) 18,833USD 5,899,061
2025-03-11 IE00B0M62Q58 (iShares Public Limited Company - iShares MSCI World UCITS ETF) 8,344USD 2,613,591
2025-03-11 IE00BHZPJ569 (iShares MSCI World ESG Enhanced UCITS ETF USD Acc GBP) 1,686 4.4%USD 528,106 5.1%
2025-03-11 IE00BG11HV38 (iShares MSCI World ESG Enhanced UCITS ETF USD Inc GBP) 1,686 4.4%USD 528,106 5.1%
2025-03-11 IE00BP3QZ601 (iShares Edge MSCI World Quality Factor UCITS ETF) 14,752USD 4,620,769
2025-03-11 IE00BFNM3K80 (iShares IV Public Limited Company - iShares MSCI World ESG Screened UCITS ETF) 5,878USD 1,841,166
2025-03-11 IE00BFNM3J75 (iShares MSCI World ESG Screened UCITS ETF USD (Acc)) 5,878USD 1,841,166 0.7%
2025-03-11 IE00B441G979 (iShares MSCI World EUR Hedged UCITS ETF Acc) 4,046USD 1,159,814
2025-03-11 IE00B52SFT06 (iShares VII Public Limited Company - iShares MSCI USA UCITS ETF) 3,356USD 1,051,200
2025-03-11 IE00B14X4M10 (iShares Public Limited Company - iShares MSCI North America UCITS ETF) 1,665USD 521,528
2025-01-20 IE00BZ0PKT83 (iShares IV Public Limited Company - iShares Edge MSCI World Multifactor UCITS ETF) 3,300USD 1,151,469
2025-01-20 IE00BYXPXK00 (iShares IV Public Limited Company - iShares Edge MSCI World Multifactor UCITS ETF) 3,300USD 1,151,469
2025-03-11 IE00B42YS929 (iShares MSCI World GBP Hedged UCITS ETF Acc) 406USD 98,228
2025-03-11 IE00BP3QZD73 (iShares IV Public Limited Company - iShares Edge MSCI World Size Factor UCITS ETF) 1,152USD 360,841
2025-03-11 IE00BD1F4K20 (iShares IV Public Limited Company - iShares Edge MSCI USA Size Factor UCITS ETF) 3,273USD 1,025,202
2025-03-11 IE000NITTFF2 (iShares Russell 1000 Growth UCITS ETF USD Acc) 623USD 195,142 0.7%
2025-03-11 IE00BJ5JP097 (IS MS WORLD FIN $D) 181USD 56,695
2025-03-11 IE00019GPKX6 (iShares MSCI ACWI UCITS ETF SGD Hedged (Acc)) 17,117USD 5,361,558 0.7%
2024-10-24 IE000D3BWBR2 (ISH S&P 500 SWP US) 8,951 200.0%USD 2,345,520 198.5%
2024-11-08 IE000X08RX14 (iShares MSCI World ESG Enhanced UCITS ETF NZD Hedged (Acc)) 1,512USD 472,122 2.4%
2024-10-24 IE00BMTX1Y45 (iShares S&P 500 Swap UCITS ETF) 8,951 200.0%USD 2,345,520 198.5%
2025-03-11 IE00BZ0PKS76 (iShares IV Public Limited Company - iShares Edge MSCI USA Multifactor UCITS ETF) 48USD 15,035
2025-03-11 IE00BG13YZ23 (iShares Edge MSCI USA Multifactor UCITS ETF USD (Dist)) 48USD 15,035
Total =603,813 USD 188,313,623
Book value of shares is calculated on the adjusted close price of each day (row).

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