Position history for Epoch Investment Partners, Inc.'s holdings in LPL FINL HLDGS INC
Epoch Investment Partners, Inc. holds 408,301 shares of LPLA (LPL FINL HLDGS INC), worth $122.8M as of 2026-Q1. The position was decreased (-11.7% shares). LPLA represents 0.7% of Epoch Investment Partners, Inc.'s portfolio.
Current Value
$122.8M
Current Shares
408,301
Total Value Change
-$57.7M
Total Shares Change
-238,039
Other major holders of LPLA: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 408,301 |
-11.7% |
| $122.8M |
| 0.7% |
| $306.22 |
0 |
| 2025-Q4 | Decreased | 462,450 | -4.2% | $165.2M | 0.9% | $359.75 | 0 |
| 2025-Q3 | Decreased | 482,698 | -16.7% | $160.6M | 0.9% | $340.33 | 0 |
| 2025-Q2 | Decreased | 579,620 | -1.0% | $217.3M | 1.1% | $364.36 | 0 |
| 2025-Q1 | Decreased | 585,566 | -19.3% | $191.6M | 1.0% | $336.08 | 0 |
| 2024-Q4 | Increased | 725,572 | +3.6% | $236.9M | 1.1% | $325.88 | 50 |
| 2024-Q3 | Increased | 700,034 | +8.3% | $162.8M | 0.7% | $229.86 | 46 |
| 2024-Q2 | Decreased | 646,340 | -30.3% | $180.5M | 0.8% | $277.67 | 0 |