Berman Capital Advisors’s LPL Financial LPLA Stock Holding History

Berman Capital Advisors’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
2021 Q3	$79K	Buy	509 +96	+23%	+$13.8K	0.01%	511
2021 Q2	$55K	Buy	413 +206	+100%	+$30K	0.01%	534
2021 Q1	$29K	Hold	207	–	–	0.01%	668
2020 Q4	$21K	Buy	207 +7	+4%	+$629	0.01%	659
2020 Q3	$15K	Buy	200 +37	+23%	+$2.94K	﹤0.01%	669
2020 Q2	$12K	Buy	163 +141	+641%	+$9.42K	﹤0.01%	692
2020 Q1	$1K	Sell	22 -9	-29%	-$726	﹤0.01%	1324
2019 Q4	$2K	Hold	31	–	–	﹤0.01%	1215
2019 Q3	$2K	Hold	31	–	–	﹤0.01%	1197
2019 Q2	$2K	Hold	31	–	–	﹤0.01%	1207
2019 Q1	$2K	Buy	+31	New	+$2.23K	﹤0.01%	1105

Other funds holding LPLA

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

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

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Berman Capital Advisors's LPLA Position: Q3 2021 in Review

Berman Capital Advisors increased its LPL Financial (LPLA) stake by 23% in Q3 2021, buying an estimated $13.8K and bringing the position to 509 shares worth $79K. The position accounts for 0.01% of the portfolio, ranked #511.

Berman Capital Advisors first reported a position in LPLA in Q1 2019 and has held it in 11 quarters since. 421 funds tracked by Wall St. Rank hold LPLA as of Q3 2021.

Berman Capital Advisors held 509 shares of LPL Financial worth $79K as of Q3 2021.
Berman Capital Advisors bought 96 LPL Financial shares in Q3 2021, an estimated $13.8K.
LPL Financial made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #511 holding.
Berman Capital Advisors first reported a position in LPL Financial in Q1 2019 and has held it in 11 quarters since.
421 funds tracked by Wall St. Rank held LPL Financial as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.