Eagle Asset Management Inc / LPLA
Eagle Asset Management Inc’s Lpl Finl Hldgs Inc Position
Does Eagle Asset Management Inc own Lpl Finl Hldgs Inc (LPLA)? Yes — 591.2K shares worth $185M (+0.94% of its 13F portfolio) as of Q3 2024, down from 653.2K shares the prior filed quarter.
Position Value
$185M
Q3 2024
Shares
591.2K
% of Portfolio
+0.94%
Quarters Held
24
currently held
Position History LPLA
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2024 | 591.2K | $185M | +0.94% |
| Q2 2024 | 653.2K | $184M | +0.99% |
| Q1 2024 | 694.8K | $185M | +0.94% |
| Q4 2023 | 719.3K | $164M | +0.88% |
| Q3 2023 | 734.7K | $175M | +1.03% |
| Q2 2023 | 737.2K | $160M | +0.89% |
| Q1 2023 | 770.0K | $156M | +0.91% |
| Q4 2022 | 922.3K | $200M | +1.23% |
| Q3 2022 | 1.51M | $329M | +2.15% |
| Q2 2022 | 1.71M | $315M | +1.98% |
| Q1 2022 | 1.99M | $363M | +1.86% |
| Q4 2021 | 1.99M | $322M | +1.41% |
| Q3 2021 | 1.94M | $304M | +1.37% |
| Q2 2021 | 1.87M | $252M | +1.08% |
| Q1 2021 | 1.92M | $275M | +1.22% |
| Q4 2020 | 1.42M | $148M | +0.83% |
| Q3 2020 | 1.13M | $86M | +0.44% |
| Q2 2020 | 984.8K | $75M | +0.43% |
| Q1 2020 | 657.1K | $36M | +0.22% |
| Q4 2019 | 705.1K | $65M | +0.31% |
| Q3 2019 | 692.7K | $57M | +0.29% |
| Q2 2019 | 680.5K | $56M | +0.28% |
| Q1 2019 | 516.5K | $36M | +0.19% |
| Q4 2018 | 52.5K | $3M | +0.02% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Eagle Asset Management Inc’s full portfolio or all institutional holders of LPLA.