Position history for Epoch Investment Partners, Inc.'s holdings in LPL FINL HLDGS INC
Epoch Investment Partners, Inc. holds 462,450 shares of LPLA (LPL FINL HLDGS INC), worth $165.2M as of 2025-Q4. The position was decreased (-4.2% shares). LPLA represents 0.9% of Epoch Investment Partners, Inc.'s portfolio.
Current Value
$165.2M
Current Shares
462,450
Total Value Change
-$15.3M
Total Shares Change
-183,890
Other major holders of LPLA: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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 |