BlackRock Investment Management’s LPL Financial LPLA Stock Holding History

BlackRock Investment 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
2016 Q4	$1.67M	Buy	47,428 +4,023	+9%	+$141K	﹤0.01%	2345
2016 Q3	$1.3M	Buy	43,405 +2,358	+6%	+$63.8K	﹤0.01%	2489
2016 Q2	$925K	Buy	41,047 +14,306	+53%	+$359K	﹤0.01%	2685
2016 Q1	$663K	Sell	26,741 -13,427	-33%	-$362K	﹤0.01%	2755
2015 Q4	$1.71M	Sell	40,168 -159	-0.4%	-$6.77K	﹤0.01%	2194
2015 Q3	$1.6M	Sell	40,327 -5,541	-12%	-$238K	﹤0.01%	2246
2015 Q2	$2.13M	Buy	45,868 +17,708	+63%	+$766K	﹤0.01%	2175
2015 Q1	$1.24M	Sell	28,160 -1,485	-5%	-$65.6K	﹤0.01%	2386
2014 Q4	$1.32M	Sell	29,645 -586	-2%	-$25.2K	﹤0.01%	2357
2014 Q3	$1.39M	Sell	30,231 -842	-3%	-$40.6K	﹤0.01%	2273
2014 Q2	$1.55M	Buy	31,073 +10,093	+48%	+$490K	﹤0.01%	2294
2014 Q1	$1.1M	Sell	20,980 -127	-0.6%	-$6.71K	﹤0.01%	2440
2013 Q4	$993K	Sell	21,107 -255	-1%	-$10.7K	﹤0.01%	2516
2013 Q3	$818K	Buy	21,362 +539	+3%	+$20.6K	﹤0.01%	2588
2013 Q2	$786K	Buy	+20,823	New	+$745K	﹤0.01%	2539

Other funds holding LPLA

SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

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

Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

First Pacific Advisors El Segundo, California $7.13B AUM 21.51% 1-Year Est. Return

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return