Institutional investors adjust holdings in LPL Financial Holdings: Great Diamond Partners' stake decreased 7.9%, AGF Management sold 8.3%, Mawer Investment increased by 24.3%.

Institutional investors including Great Diamond Partners, AGF Management, Mawer Investment, V Square, Covestor and First Horizon have recently adjusted their holdings in LPL Financial Holdings (NASDAQ:LPLA). Great Diamond Partners reduced its stake by 7.9%, while AGF Management sold 33,828 shares, representing an 8.3% decrease. Mawer Investment Management increased its holdings by 24.3% in the fourth quarter.

May 12, 2024
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