Balyasny Asset Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,711
| Closed | -$560K | – | 3131 |
|
|
2025
Q1 | $560K | Sell |
1,711
-469,777
| -100% | -$164M | ﹤0.01% | 2236 |
|
|
2024
Q4 | $154M | Buy |
+471,488
| New | +$139M | 0.23% | 87 |
|
|
2024
Q2 | – | Sell |
-1,666
| Closed | -$452K | – | 2881 |
|
|
2024
Q1 | $440K | Sell |
1,666
-2,031
| -55% | -$513K | ﹤0.01% | 2100 |
|
|
2023
Q4 | $842K | Sell |
3,697
-352,806
| -99% | -$79.3M | ﹤0.01% | 1751 |
|
|
2023
Q3 | $84.7M | Sell |
356,503
-120,342
| -25% | -$27.9M | 0.17% | 129 |
|
|
2023
Q2 | $104M | Buy |
476,845
+395,992
| +490% | +$79.3M | 0.23% | 96 |
|
|
2023
Q1 | $16.4M | Sell |
80,853
-191,060
| -70% | -$43.7M | 0.04% | 590 |
|
|
2022
Q4 | $58.8M | Buy |
271,913
+270,490
| +19,008% | +$63.2M | 0.16% | 154 |
|
|
2022
Q3 | $311K | Sell |
1,423
-76,431
| -98% | -$16.3M | ﹤0.01% | 2185 |
|
|
2022
Q2 | $14.4M | Sell |
77,854
-94,063
| -55% | -$17.9M | 0.05% | 529 |
|
|
2022
Q1 | $31.4M | Buy |
171,917
+118,958
| +225% | +$20.7M | 0.1% | 275 |
|
|
2021
Q4 | $8.48M | Buy |
+52,959
| New | +$8.74M | 0.03% | 682 |
|
|
2021
Q3 | – | Sell |
-385,929
| Closed | -$52.1M | – | 2210 |
|
|
2021
Q2 | $52.1M | Buy |
+385,929
| New | +$56.1M | 0.25% | 81 |
|
|
2021
Q1 | – | Sell |
-54,751
| Closed | -$6.99M | – | 1943 |
|
|
2020
Q4 | $5.71M | Buy |
+54,751
| New | +$4.92M | 0.03% | 597 |
|
|
2020
Q2 | – | Sell |
-323,138
| Closed | -$21.6M | – | 1339 |
|
|
2020
Q1 | $17.6M | Sell |
323,138
-476,047
| -60% | -$38.4M | 0.21% | 140 |
|
|
2019
Q4 | $73.7M | Buy |
799,185
+134,674
| +20% | +$11.6M | 0.44% | 40 |
|
|
2019
Q3 | $54.4M | Buy |
664,511
+657,439
| +9,296% | +$52.6M | 0.37% | 53 |
|
|
2019
Q2 | $577K | Sell |
7,072
-14,147
| -67% | -$1.12M | ﹤0.01% | 1197 |
|
|
2019
Q1 | $1.48M | Sell |
21,219
-1,518,400
| -99% | -$109M | 0.01% | 908 |
|
|
2018
Q4 | $94M | Sell |
1,539,619
-352,439
| -19% | -$21.5M | 0.68% | 19 |
|
|
2018
Q3 | $122M | Sell |
1,892,058
-212,991
| -10% | -$14.1M | 0.55% | 19 |
|
|
2018
Q2 | $138M | Sell |
2,105,049
-68,326
| -3% | -$4.49M | 0.63% | 17 |
|
|
2018
Q1 | $133M | Buy |
2,173,375
+432,461
| +25% | +$26.8M | 0.55% | 21 |
|
|
2017
Q4 | $99.5M | Sell |
1,740,914
-710,250
| -29% | -$37.4M | 0.31% | 64 |
|
|
2017
Q3 | $126M | Buy |
2,451,164
+700,149
| +40% | +$32.2M | 0.5% | 32 |
|
|
2017
Q2 | $74.3M | Sell |
1,751,015
-14,226
| -0.8% | -$577K | 0.31% | 67 |
|
|
2017
Q1 | $70.3M | Buy |
1,765,241
+1,456,225
| +471% | +$57.2M | 0.33% | 62 |
|
|
2016
Q4 | $10.9M | Buy |
309,016
+301,846
| +4,210% | +$10.5M | 0.06% | 454 |
|
|
2016
Q3 | $214K | Sell |
7,170
-6,060
| -46% | -$164K | ﹤0.01% | 872 |
|
|
2016
Q2 | $298K | Buy |
+13,230
| New | +$332K | ﹤0.01% | 922 |
|
|
2013
Q3 | – | Sell |
-130,776
| Closed | -$4.94M | – | 651 |
|
|
2013
Q2 | $4.94M | Buy |
+130,776
| New | +$4.68M | 0.08% | 291 |
|
Other funds holding LPLA
LPC
Balyasny Asset Management's LPLA Position: Q2 2025 in Review
Balyasny Asset Management sold out of LPL Financial (LPLA) in Q2 2025, closing a stake of 1,711 shares — an estimated $560K sold.
Balyasny Asset Management first reported a position in LPLA in Q2 2013 and held it in 31 quarters. The position peaked at $154M in Q4 2024. 800 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.
- Balyasny Asset Management reported no remaining LPL Financial position as of Q2 2025 after selling out during the quarter.
- Balyasny Asset Management sold 1,711 LPL Financial shares in Q2 2025, an estimated $560K.
- Balyasny Asset Management first reported a position in LPL Financial in Q2 2013 and held it in 31 quarters.
- Balyasny Asset Management's LPL Financial position peaked at $154M in Q4 2024.
- 800 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.
Based on Balyasny Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.