Atria Investments’s LPL Financial LPLA Stock Holding History

Atria Investments’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
2026 Q1	$4.32M	Sell	14,360 -1,947	-12%	-$653K	0.05%	414
2025 Q4	$5.82M	Sell	16,307 -1,055	-6%	-$373K	0.07%	334
2025 Q3	$5.78M	Sell	17,362 -2,748	-14%	-$996K	0.07%	341
2025 Q2	$7.54M	Buy	20,110 +111	+0.6%	+$38.9K	0.09%	259
2025 Q1	$6.54M	Buy	19,999 +4,205	+27%	+$1.46M	0.08%	276
2024 Q4	$5.16M	Buy	15,794 +336	+2%	+$99.4K	0.06%	337
2024 Q3	$3.6M	Sell	15,458 -1,275	-8%	-$287K	0.04%	460
2024 Q2	$4.67M	Buy	16,733 +4,548	+37%	+$1.23M	0.06%	353
2024 Q1	$3.22M	Sell	12,185 -416	-3%	-$105K	0.04%	479
2023 Q4	$2.87M	Buy	12,601 +948	+8%	+$213K	0.04%	464
2023 Q3	$2.77M	Buy	11,653 +492	+4%	+$114K	0.05%	455
2023 Q2	$2.43M	Sell	11,161 -258	-2%	-$51.7K	0.04%	484
2023 Q1	$2.31M	Sell	11,419 -117	-1%	-$26.7K	0.04%	491
2022 Q4	$2.49M	Sell	11,536 -1,944	-14%	-$454K	0.05%	432
2022 Q3	$2.94M	Buy	13,480 +980	+8%	+$208K	0.07%	358
2022 Q2	$2.31M	Buy	12,500 +529	+4%	+$100K	0.05%	450
2022 Q1	$2.19M	Buy	11,971 +1,348	+13%	+$235K	0.04%	539
2021 Q4	$1.7M	Buy	10,623 +936	+10%	+$154K	0.03%	632
2021 Q3	$1.52M	Buy	+9,687	New	+$1.39M	0.03%	634

Other funds holding LPLA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Janus Henderson Group

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return