Artisan Partners’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $138M | Sell |
367,426
-22,304
| -6% | -$8.36M | 0.2% | 114 |
|
|
2025
Q1 | $127M | Sell |
389,730
-28,143
| -7% | -$9.21M | 0.21% | 114 |
|
|
2024
Q4 | $136M | Buy |
+417,873
| New | +$136M | 0.21% | 110 |
|
|
2023
Q1 | – | Sell |
-533,453
| Closed | -$115M | – | 332 |
|
|
2022
Q4 | $115M | Sell |
533,453
-408,127
| -43% | -$88.2M | 0.2% | 111 |
|
|
2022
Q3 | $206M | Sell |
941,580
-245,123
| -21% | -$53.6M | 0.36% | 77 |
|
|
2022
Q2 | $219M | Sell |
1,186,703
-334,125
| -22% | -$61.6M | 0.37% | 78 |
|
|
2022
Q1 | $278M | Buy |
1,520,828
+264,712
| +21% | +$48.4M | 0.37% | 81 |
|
|
2021
Q4 | $201M | Sell |
1,256,116
-12,409
| -1% | -$1.99M | 0.24% | 118 |
|
|
2021
Q3 | $199M | Buy |
1,268,525
+182,071
| +17% | +$28.5M | 0.24% | 115 |
|
|
2021
Q2 | $147M | Buy |
+1,086,454
| New | +$147M | 0.17% | 135 |
|
|
2014
Q4 | – | Sell |
-2,443,188
| Closed | -$113M | – | 366 |
|
|
2014
Q3 | $113M | Sell |
2,443,188
-527,520
| -18% | -$24.3M | 0.2% | 135 |
|
|
2014
Q2 | $148M | Sell |
2,970,708
-77,306
| -3% | -$3.85M | 0.26% | 123 |
|
|
2014
Q1 | $160M | Buy |
3,048,014
+428,159
| +16% | +$22.5M | 0.28% | 123 |
|
|
2013
Q4 | $123M | Buy |
2,619,855
+695,144
| +36% | +$32.7M | 0.22% | 138 |
|
|
2013
Q3 | $73.7M | Sell |
1,924,711
-16,489
| -0.8% | -$632K | 0.14% | 164 |
|
|
2013
Q2 | $73.3M | Buy |
+1,941,200
| New | +$73.3M | 0.16% | 158 |
|