Artisan Partners
LPLA icon

Artisan Partners’s LPL Financial LPLA Stock Holding History

Artisan Partners’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
Q3 		– Sell
-367,426
Closed -$138M – 359
2025
Q2 		$138M Sell
367,426
-22,304
-6% -$7.81M 0.2% 116
2025
Q1 		$127M Sell
389,730
-28,143
-7% -$9.8M 0.21% 115
2024
Q4 		$136M Buy
+417,873
New +$124M 0.21% 114
2023
Q1 		– Sell
-533,453
Closed -$115M – 337
2022
Q4 		$115M Sell
533,453
-408,127
-43% -$95.4M 0.2% 112
2022
Q3 		$206M Sell
941,580
-245,123
-21% -$52.1M 0.36% 78
2022
Q2 		$219M Sell
1,186,703
-334,125
-22% -$63.5M 0.37% 78
2022
Q1 		$278M Buy
1,520,828
+264,712
+21% +$46.1M 0.37% 81
2021
Q4 		$201M Sell
1,256,116
-12,409
-1% -$2.05M 0.24% 120
2021
Q3 		$199M Buy
1,268,525
+182,071
+17% +$26.2M 0.24% 115
2021
Q2 		$147M Buy
+1,086,454
New +$158M 0.17% 136
2014
Q4 		– Sell
-2,443,188
Closed -$113M – 366
2014
Q3 		$113M Sell
2,443,188
-527,520
-18% -$25.4M 0.2% 135
2014
Q2 		$148M Sell
2,970,708
-77,306
-3% -$3.75M 0.26% 123
2014
Q1 		$160M Buy
3,048,014
+428,159
+16% +$22.6M 0.28% 123
2013
Q4 		$123M Buy
2,619,855
+695,144
+36% +$29.2M 0.22% 138
2013
Q3 		$73.7M Sell
1,924,711
-16,489
-0.8% -$631K 0.14% 164
2013
Q2 		$73.3M Buy
+1,941,200
New +$69.4M 0.16% 158

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