Morningstar Investment Management LLC's ownership history for LPLA

Morningstar Investment Management LLC currently holds 7.8K shares with a market value of $2.4M. It started holding LPLA on 2025-09-30. At its peak, it held 7.8K shares on 2026-03-31. Its highest holding value was $2.4M on 2026-03-31. At its lowest, it held 5.5K shares on 2025-12-31, with a value of $2.0K on 2025-12-31. In the recent 180 days, Morningstar Investment Management LLC has increased its shares by 1.3K.