LPL Financial Holdings Inc. (LPLA)

Market Closed

16 Oct, 08:00 PM

NASDAQ (NGS)

320. 96

-6.6

-2.0149%

26.46B Market Cap

18.98 P/E Ratio

1.2% Div Yield

787,900 Volume

15.88 Eps

$ 327.56

Previous Close

Investors:

TJD

+167

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Day Range

319.12 331.07

Year Range

260.15 400.16

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LPL Financial Holdings Inc. Investors

Name	Quantity	Cost	Value	Profit ($)	Gain (%)
Angela McCray SurgoCap Partners LP	1.06M	$280.23M	$340.84M	$60.61M	21.63%
Cornell P. Abod Beacon Investment Advisors LLC	9,231	$2.02M	$3.02M	$998,632.62	49.4%
FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC	875	$287,841.87	$280,450.62	-$7,391.25	-2.57%
Kevin Kroskey True Wealth Design LLC	8	$2,426.83	$2,620.48	$193.65	7.98%
JC Jared Calvert Buck Wealth Strategies LLC	26	$7,363	$8,411.5	$1,048.5	14.24%
FGI Foresight Global Investors Inc. Foresight Global Investors Inc.	1,436	$477,743.13	$461,185.76	-$16,557.37	-3.47%
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC	14	$4,282	$4,559.38	$277.38	6.48%
Alexandra Stickelman Root Financial Partners, LLC	2,284	$535,132.98	$737,206.68	$202,073.7	37.76%
Tony Macafee UniSuper Management Pty Ltd	1,952	$503,430.67	$628,153.6	$124,722.93	24.77%
Norden Group LLC NORDEN GROUP LLC	841	$277,176.13	$269,603.57	-$7,572.56	-2.73%
Christopher C. Powers Farther Finance Advisors, LLC	2,625	$768,254.31	$859,845	$91,590.69	11.92%
Mathieu Cornu Pictet Asset Management Holding SA	39,492	$10.36M	$12.94M	$2.58M	24.9%
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc.	16	$3,797.07	$5,135.36	$1,338.29	35.25%
SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC.	3,445	$1.11M	$1.12M	$5,126.47	0.46%
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc.	12,104	$3.64M	$3.94M	$294,913.64	8.1%
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc.	3,452	$827,773.67	$1.13M	$299,822.13	36.22%
Kevin Bresler TD Waterhouse Canada Inc.	7,753	$2.24M	$2.49M	$253,117.41	11.32%
AK Alisha Kamadia United Community Bank	450	$101,928.97	$144,231.75	$42,302.78	41.5%
Courtney Haddad Concurrent Investment Advisors, LLC	2,622	$857,842.02	$841,557.12	-$16,284.9	-1.9%
Nicholas McElroy Philip James Wealth Mangement, LLC	1,041	$346,386.36	$341,635.38	-$4,750.98	-1.37%

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