Baird Financial Group
LPLA icon

Baird Financial Group’s LPL Financial LPLA Stock Holding History

Baird Financial Group’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 		$2.17M Buy
7,220
+519
+8% +$174K ﹤0.01% 1015
2025
Q4 		$2.39M Buy
6,701
+422
+7% +$149K ﹤0.01% 987
2025
Q3 		$2.09M Buy
6,279
+220
+4% +$79.7K ﹤0.01% 1034
2025
Q2 		$2.27M Buy
6,059
+49
+0.8% +$17.2K ﹤0.01% 976
2025
Q1 		$1.97M Sell
6,010
-2,428
-29% -$845K ﹤0.01% 969
2024
Q4 		$2.76M Buy
8,438
+693
+9% +$205K 0.01% 878
2024
Q3 		$1.8M Buy
+7,745
New +$1.75M ﹤0.01% 993
2023
Q4 		– Sell
-3,459
Closed -$822K – 1766
2023
Q3 		$822K Buy
3,459
+18
+0.5% +$4.18K ﹤0.01% 1173
2023
Q2 		$748K Sell
3,441
-146
-4% -$29.2K ﹤0.01% 1209
2023
Q1 		$726K Sell
3,587
-432
-11% -$98.8K ﹤0.01% 1196
2022
Q4 		$868K Sell
4,019
-677
-14% -$158K ﹤0.01% 1104
2022
Q3 		$1.03M Buy
4,696
+115
+3% +$24.5K ﹤0.01% 1048
2022
Q2 		$845K Sell
4,581
-61
-1% -$11.6K ﹤0.01% 1152
2022
Q1 		$848K Buy
4,642
+20
+0.4% +$3.48K ﹤0.01% 1220
2021
Q4 		$740K Sell
4,622
-12,036
-72% -$1.99M ﹤0.01% 1316
2021
Q3 		$2.61M Buy
16,658
+14,565
+696% +$2.09M 0.01% 833
2021
Q2 		$283K Sell
2,093
-75
-3% -$10.9K ﹤0.01% 1589
2021
Q1 		$308K Buy
2,168
+36
+2% +$4.59K ﹤0.01% 1510
2020
Q4 		$222K Buy
+2,132
New +$192K ﹤0.01% 1476

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