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Advisory Research’s LPL Financial LPLA Stock Holding History

Advisory Research’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
2023
Q1 		– Sell
-970
Closed -$210K – 387
2022
Q4 		$210K Sell
970
-1,448
-60% -$338K 0.02% 332
2022
Q3 		$528K Buy
2,418
+835
+53% +$178K 0.05% 233
2022
Q2 		$292K Buy
+1,583
New +$301K 0.03% 278
2020
Q1 		– Sell
-4,062
Closed -$375K – 323
2019
Q4 		$375K Sell
4,062
-1,481
-27% -$127K 0.02% 265
2019
Q3 		$454K Sell
5,543
-310
-5% -$24.8K 0.02% 259
2019
Q2 		$477K Buy
5,853
+924
+19% +$73.1K 0.01% 308
2019
Q1 		$343K Buy
+4,929
New +$355K 0.01% 315

Other funds holding LPLA

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Advisory Research's LPLA Position: Q1 2023 in Review

Advisory Research sold out of LPL Financial (LPLA) in Q1 2023, closing a stake of 970 shares — an estimated $210K sold.

Advisory Research first reported a position in LPLA in Q1 2019 and held it in 7 quarters. The position peaked at $528K in Q3 2022. 611 funds tracked by Wall St. Rank hold LPLA as of Q1 2023.

  • Advisory Research reported no remaining LPL Financial position as of Q1 2023 after selling out during the quarter.
  • Advisory Research sold 970 LPL Financial shares in Q1 2023, an estimated $210K.
  • Advisory Research first reported a position in LPL Financial in Q1 2019 and held it in 7 quarters.
  • Advisory Research's LPL Financial position peaked at $528K in Q3 2022.
  • 611 funds tracked by Wall St. Rank held LPL Financial as of Q1 2023.

Based on Advisory Research's 13F filing for Q1 2023, filed 12 May 2023.