Ownership history in BENJAMIN EDWARDS INC · 20 quarters on record
This page tracks every 13F SEC filing in which BENJAMIN EDWARDS INC reported a position in LPL FINL HLDGS INC (LPLA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 1,231 | -269 | -17.9% | 0.00% | $440K | $356.83 |
| 2025 Q3 | REDUCED | 1,500 | -157 | -9.5% | 0.01% | $499K | $332.11 |
| 2025 Q3 | ADDED | 1,657 | +157 | +10.5% | 0.01% | $551K | $332.11 |
| 2025 Q2 | ADDED | 1,500 | +6 | +0.4% | 0.00% | $2K | $374.00 |
| 2025 Q2 | ADDED | 1,494 | +755 | +102.2% | 0.01% | $560K | $374.00 |
| 2025 Q1 | REDUCED | 739 | -26 | -3.4% | 0.00% | $242K | $326.04 |
| 2024 Q4 | ADDED | 765 | +467 | +156.7% | 0.00% | $250K | $325.10 |
| 2024 Q2 | ADDED | 298 | +24 | +8.8% | 0.02% | $83K | $277.41 |
| 2024 Q1 | ADDED | 274 | +5 | +1.9% | 0.01% | $72K | $262.11 |
| 2023 Q4 | ADDED | 269 | +15 | +5.9% | 0.01% | $61K | $225.57 |
As of 2025 Q4 — sorted by position size