Coastal Bridge Advisors, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1665976
WESTPORT, CT
Position in LPLA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,677,127
-$278,378 QoQ
Shares Held
5,575
+1.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026Coastal Bridge Advisors, LLC holds $13,091,312 across 6 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MIAX |
Miami International Holdings, Inc.
|
183,761 | $6,828,558 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,203 | $2,228,048 | |
| 3 | SCHW |
Schwab Charles Corp
|
20,281 | $1,871,327 | |
| 4 | MS |
Morgan Stanley
|
5,228 | $1,092,861 | |
| 5 | ETOR |
eToro Group Ltd.
|
20,321 | $802,069 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
2,677 | $268,449 |
All Filings in LPLA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,677,127 | 5,575 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,955,505 | 5,475 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,811,164 | 5,444 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,059,335 | 5,492 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||