UBS ASSET MANAGEMENT AMERICAS INC
Holdings in LPLA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $207,845,791 | 581,924 | Shares | Defined | 2026-02-13 |
| 2025-09-30 | $196,117,752 | 589,491 | Shares | Other | 2025-11-14 |
| 2025-06-30 | $147,527,443 | 393,438 | Shares | Defined | 2025-08-14 |
| 2025-03-31 | $198,757,499 | 607,561 | Shares | Defined | 2025-05-19 |
| 2024-12-31 | $29,415,612 | 90,091 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $143,122,576 | 615,237 | Shares | Defined | 2024-11-14 |
| 2024-06-30 | $183,067,459 | 655,451 | Shares | Defined | 2024-08-14 |
| 2024-03-31 | $143,469,843 | 543,035 | Shares | Defined | 2024-05-15 |
| 2023-12-31 | $122,175,486 | 536,752 | Shares | Defined | 2024-02-14 |
| 2023-09-30 | $110,501,067 | 464,974 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $61,739,245 | 283,950 | Shares | Defined | 2023-08-11 |
| 2023-03-31 | $57,471,476 | 283,950 | Shares | Defined | 2023-05-15 |
| 2022-12-31 | $60,682,589 | 280,717 | Shares | Defined | 2023-02-14 |
| 2022-09-30 | $49,185,960 | 225,128 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $44,521,107 | 241,333 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $28,980,899 | 158,643 | Shares | Defined | 2022-05-16 |
| 2021-12-31 | $71,718,073 | 447,986 | Shares | Defined | 2022-02-14 |
| 2021-09-30 | $77,696,678 | 495,641 | Shares | Defined | 2021-11-15 |
| 2021-06-30 | $53,987,676 | 399,968 | Shares | Defined | 2021-08-16 |
| 2021-03-31 | $53,823,051 | 378,609 | Shares | Defined | 2021-05-14 |
| 2020-12-31 | $13,609,568 | 130,585 | Shares | Defined | 2021-02-17 |
| 2020-09-30 | $10,011,951 | 130,585 | Shares | Defined | 2020-11-13 |
| 2020-06-30 | $10,254,171 | 130,793 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $7,346,798 | 134,977 | Shares | Defined | 2020-05-15 |