Plante Moran Financial Advisors, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1424717
SOUTHFIELD, MI
Position in LPLA
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$14,439
-$2,705 QoQ
Shares Held
48
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $489,204 across 19 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
2,764 | $255,034 | |
| 2 | GS |
Goldman Sachs Group Inc
|
127 | $128,443 | |
| 3 | MS |
Morgan Stanley
|
297 | $62,084 | |
| 4 | BMNR |
Bitmine Immersion Technologies, Inc.
|
1,890 | $25,155 | |
| 5 | SF |
Stifel Financial Corp
|
60 | $4,186 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
22 | $2,206 | |
| 7 | SNEX |
StoneX Group Inc.
|
22 | $1,777 | |
| 8 | MC |
Moelis & Co
|
26 | $1,700 |
All Filings in LPLA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,439 | 48 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $17,144 | 48 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $15,969 | 48 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $17,998 | 48 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $15,702 | 48 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $25,467 | 78 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $11,166 | 48 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $13,406 | 48 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $12,681 | 48 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $10,925 | 48 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $11,407 | 48 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $10,436 | 48 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $9,715 | 48 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $10,376 | 48 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $16,167 | 74 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $13,651 | 74 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $13,518 | 74 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $11,846 | 74 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $11,600 | 74 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $9,988 | 74 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $10,519 | 74 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $7,712 | 74 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $3,680 | 48 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||