Janney Montgomery Scott LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1329948
PHILADELPHIA, PA
Position in LPLA
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$5,914,618
-$16,130,628 QoQ
Shares Held
19,661
-68.1% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Janney Montgomery Scott LLC holds $157,832,577 across 23 Capital Markets names. LPLA ranks #5 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
427,904 | $70,420,161 | |
| 2 | SCHW |
Schwab Charles Corp
|
445,881 | $41,903,896 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
199,570 | $13,385,159 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
103,423 | $7,167,213 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
This page
|
19,661 | $5,914,618 | |
| 6 | SNEX |
StoneX Group Inc.
|
44,601 | $5,395,605 | |
| 7 | LAZ |
Lazard, Inc.
|
70,653 | $3,001,339 | |
| 8 | MC |
Moelis & Co
|
49,620 | $2,828,340 |
All Filings in LPLA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,914,618 | 19,661 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $22,045,246 | 61,722 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $17,701,769 | 53,208 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $16,280,447 | 43,418 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $10,932,037 | 33,417 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $11,231,290 | 34,398 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $8,430,278 | 36,239 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $10,265,950 | 36,756 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $9,169,061 | 34,705 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $8,124,212 | 35,692 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $8,399,263 | 35,343 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $7,439,150 | 34,214 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $6,909,328 | 34,137 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $7,232,183 | 33,456 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $10,205,418 | 46,711 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $8,769,441 | 47,536 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $9,035,718 | 49,462 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $8,015,706 | 50,070 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $7,891,455 | 50,341 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $6,536,001 | 48,422 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $6,374,880 | 44,843 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $343,404 | 3,295 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $214,829 | 2,802 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $216,227 | 2,758 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||