Position history for WCM INVESTMENT MANAGEMENT, LLC's holdings in LPL FINL HLDGS INC
WCM INVESTMENT MANAGEMENT, LLC holds 1.7M shares of LPLA (LPL FINL HLDGS INC), worth $619.3M as of 2025-Q4. The position was decreased (-1.2% shares). LPLA represents 1.3% of WCM INVESTMENT MANAGEMENT, LLC's portfolio.
Current Value
$619.3M
Current Shares
1.7M
Total Value Change
+$159.4M
Total Shares Change
+57,755
Other major holders of LPLA: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 1.7M |
-1.2% |
| $619.3M |
| 1.3% |
| $359.75 |
0 |
| 2025-Q3 | Increased | 1.7M | +0.7% | $593.7M | 1.2% | $340.33 | 50 |
| 2025-Q2 | Increased | 1.7M | +5.8% | $631.7M | 1.4% | $364.36 | 53 |
| 2025-Q1 | Decreased | 1.6M | -0.4% | $550.9M | 1.4% | $336.08 | 0 |
| 2024-Q4 | Decreased | 1.6M | -0.5% | $536.8M | 1.3% | $325.88 | 0 |
| 2024-Q3 | Decreased | 1.6M | -0.8% | $380.8M | 0.9% | $229.86 | 0 |
| 2024-Q2 | Decreased | 1.7M | -2.0% | $459.9M | 1.1% | $277.67 | 0 |