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ALPS Advisors’s LPL Financial LPLA Stock Holding History

ALPS Advisors’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
2024
Q3 		– Sell
-1,309
Closed -$366K – 1080
2024
Q2 		$366K Sell
1,309
-6
-0.5% -$1.63K ﹤0.01% 699
2024
Q1 		$347K Sell
1,315
-15
-1% -$3.79K ﹤0.01% 844
2023
Q4 		$303K Sell
1,330
-1,507
-53% -$339K ﹤0.01% 849
2023
Q3 		$674K Buy
2,837
+725
+34% +$168K 0.01% 555
2023
Q2 		$459K Buy
2,112
+458
+28% +$91.7K ﹤0.01% 629
2023
Q1 		$335K Buy
+1,654
New +$378K ﹤0.01% 735
2022
Q3 		– Sell
-3,750
Closed -$692K – 1140
2022
Q2 		$692K Buy
3,750
+985
+36% +$187K 0.01% 531
2022
Q1 		$505K Buy
2,765
+230
+9% +$40.1K 0.01% 430
2021
Q4 		$406K Buy
2,535
+410
+19% +$67.7K ﹤0.01% 641
2021
Q3 		$333K Sell
2,125
-30
-1% -$4.31K ﹤0.01% 823
2021
Q2 		$291K Buy
+2,155
New +$313K ﹤0.01% 850
2021
Q1 		– Sell
-4,865
Closed -$507K – 919
2020
Q4 		$507K Buy
4,865
+756
+18% +$67.9K 0.01% 496
2020
Q3 		$315K Buy
+4,109
New +$326K ﹤0.01% 508
2019
Q3 		– Sell
-5,217
Closed -$426K – 923
2019
Q2 		$426K Sell
5,217
-276
-5% -$21.8K ﹤0.01% 590
2019
Q1 		$383K Buy
+5,493
New +$396K ﹤0.01% 790

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return