Amalgamated Financial’s LPL Financial LPLA Stock Holding History

Amalgamated Financial’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
2022 Q1	$3.37M	Buy	+18,455	New	+$3.21M	0.03%	680

Other funds holding LPLA

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Amalgamated Financial's LPLA Position: Q1 2022 in Review

Amalgamated Financial opened a new position in LPL Financial (LPLA) in Q1 2022: 18,455 shares worth $3.37M. The stake represents 0.03% of the portfolio and ranks #680 among its holdings.

482 funds tracked by Wall St. Rank hold LPLA as of Q1 2022.

Amalgamated Financial held 18,455 shares of LPL Financial worth $3.37M as of Q1 2022.
LPL Financial was a new Amalgamated Financial position in Q1 2022.
LPL Financial made up 0.03% of Amalgamated Financial's portfolio in Q1 2022, its #680 holding.
482 funds tracked by Wall St. Rank held LPL Financial as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.