Bank of New York Mellon’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
Q3 | $151M | Sell |
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|
2025
Q2 | $182M | Buy |
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|
2025
Q1 | $148M | Buy |
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|
2024
Q4 | $148M | Sell |
|
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|
2024
Q3 | $112M | Sell |
|
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|
2024
Q2 | $258M | Sell |
|
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|
2024
Q1 | $256M | Buy |
|
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|
2023
Q4 | $216M | Sell |
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|
2023
Q3 | $261M | Buy |
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|
2023
Q2 | $204M | Buy |
|
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|
2023
Q1 | $153M | Buy |
|
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|
2022
Q4 | $130M | Sell |
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|
2022
Q3 | $156M | Sell |
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|
2022
Q2 | $212M | Buy |
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|
2022
Q1 | $134M | Sell |
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|
2021
Q4 | $222M | Sell |
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|
2021
Q3 | $232M | Buy |
|
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|
2021
Q2 | $151M | Buy |
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|
2021
Q1 | $138M | Sell |
|
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|
2020
Q4 | $132M | Sell |
|
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|
2020
Q3 | $159M | Sell |
|
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|
2020
Q2 | $182M | Buy |
|
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|
2020
Q1 | $118M | Buy |
|
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|
2019
Q4 | $167M | Buy |
|
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|
2019
Q3 | $120M | Sell |
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|
2019
Q2 | $120M | Sell |
|
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|
2019
Q1 | $105M | Buy |
|
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|
2018
Q4 | $86.7M | Sell |
|
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|
2018
Q3 | $99.4M | Buy |
|
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|
2018
Q2 | $95.6M | Buy |
|
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|
2018
Q1 | $81.7M | Buy |
|
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|
2017
Q4 | $71.9M | Buy |
|
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|
2017
Q3 | $27M | Buy |
|
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|
2017
Q2 | $21.6M | Buy |
|
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|
2017
Q1 | $18.6M | Buy |
|
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|
2016
Q4 | $15.7M | Buy |
|
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|
2016
Q3 | $11.5M | Sell |
|
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|
2016
Q2 | $9.19M | Buy |
|
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|
2016
Q1 | $9.19M | Buy |
|
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|
2015
Q4 | $15.5M | Sell |
|
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|
2015
Q3 | $15.2M | Buy |
|
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|
2015
Q2 | $17.2M | Buy |
|
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|
2015
Q1 | $15.8M | Sell |
|
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|
2014
Q4 | $19.7M | Buy |
|
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|
2014
Q3 | $16M | Buy |
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|
2014
Q2 | $17M | Buy |
|
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|
2014
Q1 | $15.3M | Sell |
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|
2013
Q4 | $13.7M | Sell |
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|
2013
Q3 | $11.7M | Buy |
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|
2013
Q2 | $9.88M | Buy |
|