ETF Holdings Breakdown of LPLA

Stock NameWISETCDJUPSIETFP
TickerLPLA(EUR) ETF Plus
CountryEurope
ISINJE00B2NFV134
LEI21380068Q1JSIAN4FO63

News associated with LPLA

Mariner LLC Has $4.12 Million Stock Holdings in LPL Financial Holdings Inc. (NASDAQ:LPLA)
Mariner LLC raised its position in LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 0.3% in the 4th quarter, HoldingsChannel reports. The fund owned 12,611 shares of the financial services provider’s stock after purchasing an additional 39 shares during the period. Mariner LLC’s holdings in LPL Financial were worth $4,117,000 as of its most […] - 2025-04-21 08:42:47
Barclays PLC Sells 80,782 Shares of LPL Financial Holdings Inc. (NASDAQ:LPLA)
Barclays PLC decreased its stake in shares of LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 60.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 52,485 shares of the financial services provider’s stock after selling 80,782 shares during […] - 2025-04-21 08:07:17
Invesco Ltd. Lowers Stake in LPL Financial Holdings Inc. (NASDAQ:LPLA)
Invesco Ltd. lessened its holdings in LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 21.7% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 100,727 shares of the financial services provider’s stock after selling 27,914 shares during the quarter. Invesco Ltd. owned about 0.13% […] - 2025-04-18 08:18:52
Arrowstreet Capital Limited Partnership Sells 12,887 Shares of LPL Financial Holdings Inc. (NASDAQ:LPLA)
Arrowstreet Capital Limited Partnership reduced its stake in LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 49.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 13,202 shares of the financial services provider’s stock after selling 12,887 shares during the […] - 2025-04-09 09:54:52
LPL Financial (NASDAQ:LPLA) Given New $342.00 Price Target at Wells Fargo & Company
LPL Financial (NASDAQ:LPLA – Free Report) had its price objective cut by Wells Fargo & Company from $405.00 to $342.00 in a report issued on Tuesday,Benzinga reports. They currently have an overweight rating on the financial services provider’s stock. Several other equities research analysts have also weighed in on the company. Citigroup reduced their target […] - 2025-04-09 08:20:49
Schroder Investment Management Group Cuts Stock Holdings in LPL Financial Holdings Inc. (NASDAQ:LPLA)
Schroder Investment Management Group cut its stake in LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 20.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 3,237 shares of the financial services provider’s stock after selling 843 shares during the period. […] - 2025-04-08 08:12:51
Brokerages Set LPL Financial Holdings Inc. (NASDAQ:LPLA) Price Target at $379.17
LPL Financial Holdings Inc. (NASDAQ:LPLA – Get Free Report) has received an average recommendation of “Moderate Buy” from the thirteen ratings firms that are covering the company, Marketbeat.com reports. One investment analyst has rated the stock with a sell rating and twelve have given a buy rating to the company. The average 1-year price objective […] - 2025-04-04 06:04:56
Korea Investment CORP Decreases Stake in LPL Financial Holdings Inc. (NASDAQ:LPLA)
Korea Investment CORP trimmed its position in shares of LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 23.8% during the fourth quarter, Holdings Channel reports. The institutional investor owned 48,651 shares of the financial services provider’s stock after selling 15,195 shares during the quarter. Korea Investment CORP’s holdings in LPL Financial were worth $15,885,000 […] - 2025-03-31 08:45:01
LPL Financial (NASDAQ:LPLA) Rating Lowered to Sell at StockNews.com
LPL Financial (NASDAQ:LPLA – Get Free Report) was downgraded by analysts at StockNews.com from a “hold” rating to a “sell” rating in a research note issued on Wednesday. A number of other research analysts also recently commented on LPLA. JPMorgan Chase & Co. increased their target price on shares of LPL Financial from $397.00 to […] - 2025-03-26 06:13:03
Assetmark Inc. Has $189,000 Stock Holdings in LPL Financial Holdings Inc. (NASDAQ:LPLA)
Assetmark Inc. trimmed its stake in LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 13.8% in the fourth quarter, HoldingsChannel reports. The firm owned 579 shares of the financial services provider’s stock after selling 93 shares during the period. Assetmark Inc.’s holdings in LPL Financial were worth $189,000 as of its most recent SEC […] - 2025-03-14 08:31:05
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
2025-05-08 IE00B4L5Y983 (iShares Core MSCI World UCITS ETF USD (Acc)) 109,768USD 37,210,254 1.3%
2025-05-08 IE00BD45YS76 (iShares Core MSCI World UCITS ETF GBP Hedged (Dist)) 109,768USD 37,210,254
2025-05-08 IE00BKBF6H24 (iShares Core MSCI World UCITS ETF) 109,768USD 37,210,254
2025-05-08 IE000OHHIBC6 (iShares Core MSCI World UCITS ETF USD (Dist)) 109,768USD 37,210,254
2025-05-08 IE00BHZPJ890 (iShares MSCI USA ESG Enhanced UCITS ETF USD (Dist)) 7,774USD 2,635,308
2025-05-08 IE00B6R52259 (iShares MSCI ACWI UCITS ETF) 18,443USD 6,251,993
2025-05-08 IE00BFNM3G45 (iShares MSCI USA ESG Screened UCITS ETF USD (Acc)) 21,342USD 7,234,725
2025-05-08 IE00BFNM3H51 (iShares MSCI USA ESG Screened UCITS ETF USD (Dist)) 21,342USD 7,234,725
2025-05-08 IE000G2LIHG9 (iShares MSCI USA ESG Screened UCITS ETF EUR Hedged (Acc)) 21,342 0.0%USD 7,234,725 1.4%
2025-05-08 IE00B0M62Q58 (iShares MSCI World UCITS ETF USD (Dist)) 8,346USD 2,829,211 1.3%
2025-05-08 IE00BHZPJ569 (iShares MSCI World ESG Enhanced UCITS ETF USD Acc GBP) 1,641USD 556,283 1.3%
2025-05-08 IE00BG11HV38 (iShares MSCI World ESG Enhanced UCITS ETF USD Inc GBP) 1,641USD 556,283
2025-05-08 IE00BP3QZ601 (iShares Edge MSCI World Quality Factor UCITS ETF) 14,701USD 4,983,492
2025-05-08 IE00BFNM3K80 (iShares MSCI World ESG Screened UCITS ETF USD (Dist)) 5,847USD 1,982,075
2025-05-08 IE00BFNM3J75 (iShares MSCI World ESG Screened UCITS ETF) 5,847 -0.4%USD 1,982,075 0.9%
2025-05-08 IE00B441G979 (iShares MSCI World EUR Hedged UCITS ETF (Acc)) 5,367USD 1,613,265
2025-05-08 IE00B52SFT06 (iShares MSCI USA UCITS ETF USD (Acc)) 2,916USD 988,495
2025-05-08 IE00B14X4M10 (iShares MSCI North America UCITS ETF USD (Dist) USD) 1,655USD 561,028
2025-01-20 IE00BZ0PKT83 (iShares Edge MSCI World Multifactor UCITS ETF USD (Acc) GBP) 3,300USD 1,151,469
2025-01-20 IE00BYXPXK00 (iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)) 3,300USD 1,151,469
2025-05-08 IE00B42YS929 (iShares MSCI World GBP Hedged UCITS ETF (Acc)) 482USD 122,764
2025-05-08 IE00BP3QZD73 (iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)) 1,152USD 390,516
2025-05-08 IE00BD1F4K20 (iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)) 3,459USD 1,172,566 1.3%
2025-05-08 IE000NITTFF2 (iShares Russell 1000 Growth UCITS ETF) 798USD 270,514 1.3%
2025-05-08 IE00BJ5JP097 (iShares MSCI World Financials Sector ESG UCITS ETF USD (Dist)) 225USD 76,273
2025-05-08 IE00019GPKX6 (iShares MSCI ACWI UCITS ETF SGD Hedged (Acc)) 18,443USD 6,251,993
2025-05-08 IE000D3BWBR2 (iShares S&P 500 Swap UCITS ETF USD (Dist)) 20,211USD 6,851,327
2024-11-08 IE000X08RX14 (iShares MSCI World ESG Enhanced UCITS ETF NZD Hedged (Acc)) 1,512USD 472,122 2.4%
2025-05-08 IE00BMTX1Y45 (iShares S&P 500 Swap UCITS ETF USD (Acc)) 20,211USD 6,851,327
2025-05-08 IE00BZ0PKS76 (iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)) 53USD 17,966 1.3%
2025-05-08 IE00BG13YZ23 (iShares Edge MSCI USA Multifactor UCITS ETF USD (Dist)) 53USD 17,966 1.3%
2025-05-08 IE0007O06KL9 (iShares Russell 2000 Swap UCITS ETF) 406USD 137,630
Total =650,881 USD 220,420,601
Book value of shares is calculated on the adjusted close price of each day (row).

Back to Listing

Disclaimer

All information is provided as is without warranty and should be used for indicative purposes only. You should independently check data before making any investment decision. This information is derived from third party sources and we cannot guarantee that their data is current, accurate, complete, free from defects etc and we therefore accept no responsibility for how it may be used. We accept no liability for the reliability or accuracy of the data provided. We are not making recommendations for any financial instruments listed on this website.