BAMCO Inc
LPLA icon

BAMCO Inc’s LPL Financial LPLA Stock Holding History

BAMCO Inc’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 		$36.6M Sell
121,778
-53,467
-31% -$17.9M 0.11% 148
2025
Q4 		$62.6M Sell
175,245
-32,652
-16% -$11.5M 0.17% 105
2025
Q3 		$69.2M Sell
207,897
-14,582
-7% -$5.29M 0.18% 99
2025
Q2 		$83.4M Buy
222,479
+57,228
+35% +$20.1M 0.23% 90
2025
Q1 		$54.1M Buy
165,251
+45,547
+38% +$15.9M 0.16% 117
2024
Q4 		$39.1M Buy
119,704
+54,256
+83% +$16M 0.1% 152
2024
Q3 		$15.2M Sell
65,448
-60,193
-48% -$13.6M 0.04% 222
2024
Q2 		$35.1M Buy
125,641
+3,603
+3% +$978K 0.1% 158
2024
Q1 		$32.2M Buy
122,038
+8,184
+7% +$2.07M 0.09% 173
2023
Q4 		$25.9M Buy
113,854
+3,500
+3% +$787K 0.07% 186
2023
Q3 		$26.2M Buy
110,354
+1,271
+1% +$295K 0.08% 174
2023
Q2 		$23.7M Buy
109,083
+12,449
+13% +$2.49M 0.07% 184
2023
Q1 		$19.6M Buy
96,634
+46,216
+92% +$10.6M 0.06% 191
2022
Q4 		$10.9M Sell
50,418
-18,274
-27% -$4.27M 0.04% 226
2022
Q3 		$15M Buy
68,692
+21,292
+45% +$4.53M 0.05% 216
2022
Q2 		$8.74M Buy
47,400
+35,300
+292% +$6.7M 0.03% 255
2022
Q1 		$2.21M Buy
12,100
+1,600
+15% +$279K 0.01% 336
2021
Q4 		$1.68M Buy
+10,500
New +$1.73M ﹤0.01% 354

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VPM
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VCM
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SC
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