Balyasny Asset Management’s LPL Financial LPLA Stock Holding History

Balyasny Asset Management’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
2024 Q3	–	Sell	-71,000	Closed	-$19.8M	–	2980
2024 Q2	$19.8M	Buy	+71,000	New	+$19.3M	0.03%	609
2022 Q3	–	Sell	-23,200	Closed	-$4.28M	–	3083
2022 Q2	$4.28M	Buy	+23,200	New	+$4.41M	0.01%	1008
2022 Q1	–	Sell	-23,200	Closed	-$3.71M	–	2679
2021 Q4	$3.71M	Buy	+23,200	New	+$3.83M	0.01%	957
2021 Q2	–	Sell	-46,200	Closed	-$6.57M	–	2176
2021 Q1	$6.57M	Sell	46,200 -8,800	-16%	-$1.12M	0.03%	601
2020 Q4	$5.73M	Sell	55,000 -80,000	-59%	-$7.19M	0.03%	596
2020 Q3	$10.3M	Buy	135,000 +103,800	+333%	+$8.24M	0.08%	373
2020 Q2	$2.45M	Buy	+31,200	New	+$2.08M	0.02%	681
2019 Q3	–	Sell	-25,000	Closed	-$2.02M	–	1398
2019 Q2	$2.02M	Buy	+25,000	New	+$1.98M	0.01%	877
2019 Q1	–	Sell	-20,000	Closed	-$1.22M	–	1525
2018 Q4	$1.22M	Buy	+20,000	New	+$1.22M	0.01%	844
2016 Q2	–	Sell	-400,000	Closed	-$9.92M	–	1323
2016 Q1	$9.92M	Buy	+400,000	New	+$10.8M	0.06%	403

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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.