Bank of New York Mellon Corp
Holdings in LPLA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $130,504,196 | 365,384 | Shares | Defined | 2026-02-10 |
| 2025-09-30 | $85,292,730 | 256,373 | Shares | Defined | 2025-11-03 |
| 2025-06-30 | $182,033,677 | 485,462 | Shares | Defined | 2025-08-05 |
| 2025-03-31 | $148,107,068 | 452,733 | Shares | Defined | 2025-04-29 |
| 2024-12-31 | $147,805,846 | 452,684 | Shares | Defined | 2025-02-04 |
| 2024-09-30 | $111,642,618 | 479,915 | Shares | Defined | 2024-11-12 |
| 2024-06-30 | $257,791,101 | 922,990 | Shares | Defined | 2024-07-25 |
| 2024-03-31 | $148,465,338 | 561,943 | Shares | Defined | 2024-04-25 |
| 2023-12-31 | $91,635,482 | 402,581 | Shares | Defined | 2024-01-29 |
| 2023-09-30 | $119,239,694 | 501,745 | Shares | Other | 2023-10-24 |
| 2023-06-30 | $203,976,075 | 938,123 | Shares | Other | 2023-08-03 |
| 2023-03-31 | $37,608,548 | 185,813 | Shares | Defined | 2023-05-09 |
| 2022-03-31 | $134,411,737 | 735,777 | Shares | Other | 2022-05-11 |
| 2021-12-31 | $221,848,553 | 1,385,774 | Shares | Defined | 2022-02-11 |
| 2021-09-30 | $231,566,334 | 1,477,203 | Shares | Defined | 2021-11-18 |
| 2021-06-30 | $151,469,554 | 1,122,163 | Shares | Other | 2021-08-11 |