Adage Capital Partners’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$14.3M Buy
2025
Q3
Sell
2025
Q2
$12M Sell
2025
Q1
$14.7M Buy
2024
Q4
$9.8M Buy
2020
Q3
Sell
2020
Q2
$6.05M Buy
2020
Q1
$2.72M Buy
2019
Q3
Sell
2019
Q2
$10.2M Buy
2018
Q4
Sell
2018
Q3
$6.45M Hold
2018
Q2
$6.55M Buy
2018
Q1
$3.05M Buy
2013
Q3
Sell
2013
Q2
$228K Buy