Sowell Financial Services LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1633697
NORTH LITTLE ROCK, AR
Position in LPLA
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$583,911
-$102,212 QoQ
Shares Held
1,941
+1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
9 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 Jun 30, 2026Sowell Financial Services LLC holds $20,353,295 across 10 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
40,917 | $8,553,289 | |
| 2 | GS |
Goldman Sachs Group Inc
|
6,214 | $6,284,653 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
26,868 | $2,338,590 | |
| 4 | SCHW |
Schwab Charles Corp
|
13,600 | $1,254,872 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
8,217 | $824,000 | |
| 6 | TW |
Tradeweb Markets Inc.
|
3,580 | $356,782 | |
| 7 | SF |
Stifel Financial Corp
|
4,928 | $343,826 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
2,482 | $332,910 |
All Filings in LPLA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $583,911 | 1,941 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $686,123 | 1,921 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $657,728 | 1,977 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,041,291 | 2,777 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $957,211 | 2,926 | Shares | Sole | 2025-04-17 | |
| 2020-12-31 | $1,771 | 17 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,303 | 17 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,332 | 17 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,340 | 43 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||