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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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

ALPS Advisors's LPLA Position: Q3 2024 in Review

ALPS Advisors sold out of LPL Financial (LPLA) in Q3 2024, closing a stake of 1,309 shares — an estimated $366K sold.

ALPS Advisors first reported a position in LPLA in Q1 2019 and held it in 15 quarters. The position peaked at $692K in Q2 2022. 645 funds tracked by Wall St. Rank hold LPLA as of Q3 2024.

  • ALPS Advisors reported no remaining LPL Financial position as of Q3 2024 after selling out during the quarter.
  • ALPS Advisors sold 1,309 LPL Financial shares in Q3 2024, an estimated $366K.
  • ALPS Advisors first reported a position in LPL Financial in Q1 2019 and held it in 15 quarters.
  • ALPS Advisors's LPL Financial position peaked at $692K in Q2 2022.
  • 645 funds tracked by Wall St. Rank held LPL Financial as of Q3 2024.

Based on ALPS Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.