Arrowstreet Capital
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Arrowstreet Capital’s LPL Financial LPLA Stock Holding History

Arrowstreet Capital’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
2025
Q1 		– Sell
-13,202
Closed -$4.31M – 1924
2024
Q4 		$4.31M Sell
13,202
-12,887
-49% -$3.81M ﹤0.01% 1048
2024
Q3 		$6.07M Buy
26,089
+24,333
+1,386% +$5.48M 0.01% 903
2024
Q2 		$490K Buy
1,756
+58
+3% +$15.7K ﹤0.01% 1336
2024
Q1 		$449K Buy
+1,698
New +$429K ﹤0.01% 1464
2023
Q1 		– Sell
-1,294
Closed -$280K – 1442
2022
Q4 		$280K Sell
1,294
-6,758
-84% -$1.58M ﹤0.01% 1219
2022
Q3 		$1.76M Buy
+8,052
New +$1.71M ﹤0.01% 873
2021
Q1 		– Sell
-279,053
Closed -$29.1M – 2401
2020
Q4 		$29.1M Sell
279,053
-173,080
-38% -$15.6M 0.04% 459
2020
Q3 		$34.7M Buy
452,133
+118,852
+36% +$9.44M 0.05% 350
2020
Q2 		$26.1M Sell
333,281
-173,420
-34% -$11.6M 0.05% 395
2020
Q1 		$27.6M Sell
506,701
-333,378
-40% -$26.9M 0.08% 231
2019
Q4 		$77.5M Sell
840,079
-98,896
-11% -$8.49M 0.18% 114
2019
Q3 		$76.9M Buy
938,975
+103,896
+12% +$8.32M 0.18% 123
2019
Q2 		$68.1M Buy
835,079
+418,846
+101% +$33.1M 0.15% 142
2019
Q1 		$29M Buy
+416,233
New +$30M 0.07% 281
2018
Q2 		– Sell
-810,814
Closed -$49.5M – 1214
2018
Q1 		$49.5M Buy
810,814
+372,436
+85% +$23.1M 0.11% 194
2017
Q4 		$25M Buy
438,378
+396,533
+948% +$20.9M 0.06% 278
2017
Q3 		$2.16M Buy
+41,845
New +$1.93M 0.01% 678
2017
Q2 		– Sell
-389,536
Closed -$15.5M – 1215
2017
Q1 		$15.5M Buy
+389,536
New +$15.3M 0.06% 310

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital's LPLA Position: Q1 2025 in Review

Arrowstreet Capital sold out of LPL Financial (LPLA) in Q1 2025, closing a stake of 13,202 shares — an estimated $4.31M sold.

Arrowstreet Capital first reported a position in LPLA in Q1 2017 and held it in 18 quarters. The position peaked at $77.5M in Q4 2019. 786 funds tracked by Wall St. Rank hold LPLA as of Q1 2025.

  • Arrowstreet Capital reported no remaining LPL Financial position as of Q1 2025 after selling out during the quarter.
  • Arrowstreet Capital sold 13,202 LPL Financial shares in Q1 2025, an estimated $4.31M.
  • Arrowstreet Capital first reported a position in LPL Financial in Q1 2017 and held it in 18 quarters.
  • Arrowstreet Capital's LPL Financial position peaked at $77.5M in Q4 2019.
  • 786 funds tracked by Wall St. Rank held LPL Financial as of Q1 2025.

Based on Arrowstreet Capital's 13F filing for Q1 2025, filed 14 May 2025.