Institutional Owners for LPLA
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CAPSTONE INVESTMENT ADVISORS LLC | COM | 751 | $236,937 | 997 | 0.00 | 997 | +Inf | 09-30-2023 | |
| BLUESHIFT ASSET MANAGEMENT LLC | COM | 752 | $226,710 | 996 | 0.00 | 996 | +Inf | 12-31-2023 | |
| MOUNT YALE INVESTMENT ADVISORS LLC | COM | 753 | $233,135 | 981 | 0.00 | 0.00 | -5 | -0.51 | 09-30-2023 |
| INTRUST BANK NA | COM | 754 | $221,701 | 974 | 0.00 | 0.00 | -101 | -9.40 | 12-31-2023 |
