AQR Capital Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.9M | Buy |
32,925
+9,477
| +40% | +$3.18M | ﹤0.01% | 1348 |
|
|
2025
Q4 | $8.37M | Sell |
23,448
-4,717
| -17% | -$1.67M | ﹤0.01% | 1298 |
|
|
2025
Q3 | $9.37M | Sell |
28,165
-10,104
| -26% | -$3.66M | 0.01% | 1126 |
|
|
2025
Q2 | $14.2M | Sell |
38,269
-19,790
| -34% | -$6.93M | 0.01% | 876 |
|
|
2025
Q1 | $19M | Buy |
58,059
+14,977
| +35% | +$5.22M | 0.02% | 716 |
|
|
2024
Q4 | $14.1M | Sell |
43,082
-21,802
| -34% | -$6.45M | 0.02% | 737 |
|
|
2024
Q3 | $15.1M | Buy |
64,884
+20,983
| +48% | +$4.73M | 0.02% | 703 |
|
|
2024
Q2 | $12.2M | Sell |
43,901
-2,999
| -6% | -$814K | 0.02% | 700 |
|
|
2024
Q1 | $12.4M | Sell |
46,900
-11,165
| -19% | -$2.82M | 0.02% | 654 |
|
|
2023
Q4 | $13.2M | Sell |
58,065
-35,610
| -38% | -$8M | 0.02% | 610 |
|
|
2023
Q3 | $22.3M | Sell |
93,675
-48,525
| -34% | -$11.3M | 0.05% | 447 |
|
|
2023
Q2 | $30.9M | Buy |
142,200
+57,015
| +67% | +$11.4M | 0.07% | 342 |
|
|
2023
Q1 | $17M | Buy |
85,185
+3,826
| +5% | +$875K | 0.04% | 521 |
|
|
2022
Q4 | $17.5M | Sell |
81,359
-9,626
| -11% | -$2.25M | 0.04% | 513 |
|
|
2022
Q3 | $19.9M | Buy |
90,985
+6,626
| +8% | +$1.41M | 0.05% | 453 |
|
|
2022
Q2 | $15M | Buy |
84,359
+1,317
| +2% | +$250K | 0.03% | 576 |
|
|
2022
Q1 | $15.2M | Buy |
83,042
+39,366
| +90% | +$6.86M | 0.03% | 616 |
|
|
2021
Q4 | $6.99M | Sell |
43,676
-3,608
| -8% | -$596K | 0.01% | 763 |
|
|
2021
Q3 | $7.41M | Buy |
47,284
+4,598
| +11% | +$660K | 0.01% | 727 |
|
|
2021
Q2 | $5.76M | Sell |
42,686
-4,773
| -10% | -$694K | 0.01% | 814 |
|
|
2021
Q1 | $6.75M | Buy |
47,459
+2,754
| +6% | +$351K | 0.01% | 762 |
|
|
2020
Q4 | $4.64M | Sell |
44,705
-82,263
| -65% | -$7.39M | 0.01% | 803 |
|
|
2020
Q3 | $9.73M | Sell |
126,968
-48,531
| -28% | -$3.85M | 0.02% | 641 |
|
|
2020
Q2 | $13.4M | Sell |
175,499
-220,277
| -56% | -$14.7M | 0.02% | 568 |
|
|
2020
Q1 | $21.5M | Sell |
395,776
-70,561
| -15% | -$5.69M | 0.04% | 466 |
|
|
2019
Q4 | $43M | Sell |
466,337
-8,252
| -2% | -$708K | 0.05% | 418 |
|
|
2019
Q3 | $38.6M | Buy |
474,589
+78,437
| +20% | +$6.28M | 0.05% | 431 |
|
|
2019
Q2 | $32.2M | Buy |
396,152
+289,546
| +272% | +$22.9M | 0.04% | 474 |
|
|
2019
Q1 | $7.42M | Buy |
106,606
+36,963
| +53% | +$2.66M | 0.01% | 872 |
|
|
2018
Q4 | $4.25M | Buy |
69,643
+18,659
| +37% | +$1.14M | ﹤0.01% | 994 |
|
|
2018
Q3 | $3.29M | Sell |
50,984
-5,310
| -9% | -$352K | ﹤0.01% | 1179 |
|
|
2018
Q2 | $3.69M | Sell |
56,294
-192,139
| -77% | -$12.6M | ﹤0.01% | 1152 |
|
|
2018
Q1 | $15.2M | Sell |
248,433
-150,443
| -38% | -$9.32M | 0.02% | 663 |
|
|
2017
Q4 | $22.8M | Buy |
398,876
+275,809
| +224% | +$14.5M | 0.02% | 581 |
|
|
2017
Q3 | $6.35M | Buy |
123,067
+88,999
| +261% | +$4.1M | 0.01% | 933 |
|
|
2017
Q2 | $1.45M | Sell |
34,068
-4,788
| -12% | -$194K | ﹤0.01% | 1528 |
|
|
2017
Q1 | $1.55M | Buy |
38,856
+4,758
| +14% | +$187K | ﹤0.01% | 1498 |
|
|
2016
Q4 | $1.2M | Buy |
+34,098
| New | +$1.19M | ﹤0.01% | 1643 |
|
|
2015
Q3 | – | Sell |
-39,676
| Closed | -$1.84M | – | 2223 |
|
|
2015
Q2 | $1.84M | Sell |
39,676
-122,879
| -76% | -$5.31M | ﹤0.01% | 1217 |
|
|
2015
Q1 | $7.13M | Sell |
162,555
-134,400
| -45% | -$5.94M | 0.02% | 650 |
|
|
2014
Q4 | $13.2M | Sell |
296,955
-8,654
| -3% | -$372K | 0.03% | 586 |
|
|
2014
Q3 | $14.1M | Buy |
305,609
+8,809
| +3% | +$424K | 0.04% | 498 |
|
|
2014
Q2 | $14.8M | Buy |
296,800
+162,300
| +121% | +$7.87M | 0.04% | 508 |
|
|
2014
Q1 | $7.07M | Buy |
134,500
+55,200
| +70% | +$2.91M | 0.02% | 717 |
|
|
2013
Q4 | $3.73M | Buy |
79,300
+73,500
| +1,267% | +$3.08M | 0.01% | 1008 |
|
|
2013
Q3 | $222K | Buy |
+5,800
| New | +$222K | ﹤0.01% | 2309 |
|
Other funds holding LPLA
VPM
VCM
SC
