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Advisor Group’s LPL Financial LPLA Stock Holding History

Advisor Group’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$539K Buy
5,852
+2,502
+75% +$215K ﹤0.01% 1610
2019
Q3 		$275K Buy
3,350
+2,151
+179% +$172K ﹤0.01% 2081
2019
Q2 		$99K Sell
1,199
-998
-45% -$79K ﹤0.01% 2869
2019
Q1 		$154K Buy
2,197
+1,198
+120% +$86.3K ﹤0.01% 2498
2018
Q4 		$62K Sell
999
-203
-17% -$12.4K ﹤0.01% 3038
2018
Q3 		$78K Buy
1,202
+582
+94% +$38.6K ﹤0.01% 2942
2018
Q2 		$41K Sell
620
-411
-40% -$27K ﹤0.01% 3254
2018
Q1 		$64K Buy
1,031
+112
+12% +$6.94K ﹤0.01% 2884
2017
Q4 		$51K Buy
919
+311
+51% +$16.4K ﹤0.01% 3062
2017
Q3 		$31K Buy
608
+92
+18% +$4.23K ﹤0.01% 3284
2017
Q2 		$21K Sell
516
-470
-48% -$19.1K ﹤0.01% 3478
2017
Q1 		$39K Buy
986
+94
+11% +$3.69K ﹤0.01% 2909
2016
Q4 		$31K Buy
892
+294
+49% +$10.3K ﹤0.01% 2940
2016
Q3 		$18K Buy
598
+365
+157% +$9.88K ﹤0.01% 3216
2016
Q2 		$3K Buy
+233
New +$5.85K ﹤0.01% 3977

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Advisor Group's LPLA Position: Q4 2019 in Review

Advisor Group increased its LPL Financial (LPLA) stake by 75% in Q4 2019, buying an estimated $215K and bringing the position to 5,852 shares worth $539K. The position accounts for ﹤0.01% of the portfolio, ranked #1610.

Advisor Group first reported a position in LPLA in Q2 2016 and has held it in 15 quarters since. 341 funds tracked by Wall St. Rank hold LPLA as of Q4 2019.

  • Advisor Group held 5,852 shares of LPL Financial worth $539K as of Q4 2019.
  • Advisor Group bought 2,502 LPL Financial shares in Q4 2019, an estimated $215K.
  • LPL Financial made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1610 holding.
  • Advisor Group first reported a position in LPL Financial in Q2 2016 and has held it in 15 quarters since.
  • 341 funds tracked by Wall St. Rank held LPL Financial as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.