Alyeska Investment Group’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-228,371
| Closed | -$74.7M | – | 624 |
|
|
2025
Q1 | $74.7M | Sell |
228,371
-188,242
| -45% | -$61.6M | 0.3% | 93 |
|
|
2024
Q4 | $136M | Buy |
+416,613
| New | +$136M | 0.51% | 39 |
|
|
2023
Q4 | – | Sell |
-112,055
| Closed | -$26.6M | – | 534 |
|
|
2023
Q3 | $26.6M | Buy |
+112,055
| New | +$26.6M | 0.18% | 171 |
|
|
2022
Q1 | – | Sell |
-67,390
| Closed | -$10.8M | – | 631 |
|
|
2021
Q4 | $10.8M | Buy |
+67,390
| New | +$10.8M | 0.12% | 186 |
|
|
2014
Q2 | – | Sell |
-410,165
| Closed | -$21.6M | – | 388 |
|
|
2014
Q1 | $21.6M | Sell |
410,165
-9,835
| -2% | -$517K | 0.59% | 34 |
|
|
2013
Q4 | $19.8M | Buy |
420,000
+220,000
| +110% | +$10.4M | 0.78% | 23 |
|
|
2013
Q3 | $7.66M | Buy |
+200,000
| New | +$7.66M | 0.31% | 78 |
|