Institutional Owners for LPLA
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| LAUREL WEALTH ADVISORS INC | COM | 601 | $474,000 | 2,194 | 0.05 | 0.09 | -1,636 | -42.72 | 12-31-2022 |
| NEXT FINANCIAL GROUP INC | COM | 602 | $294,000 | 2,177 | 0.02 | 0.01 | 1,360 | 166.46 | 06-30-2021 |
| NBC SECURITIES INC | Stock | 603 | $573,000 | 2,172 | 0.05 | 0.05 | 0 | 0.00 | 03-31-2024 |
| MARTINGALE ASSET MANAGEMENT L P | COM | 604 | $490,977 | 2,157 | 0.00 | 0.00 | 1,175 | 119.65 | 12-31-2023 |
