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Bleakley Financial Group’s LPL Financial LPLA Stock Holding History

Bleakley Financial Group’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
2025
Q1 		– Sell
-4,857
Closed -$1.59M – 781
2024
Q4 		$1.59M Sell
4,857
-30
-0.6% -$8.87K 0.05% 301
2024
Q3 		$1.14M Sell
4,887
-384
-7% -$86.5K 0.03% 380
2024
Q2 		$1.47M Buy
5,271
+93
+2% +$25.2K 0.04% 333
2024
Q1 		$1.37M Buy
5,178
+402
+8% +$101K 0.04% 365
2023
Q4 		$1.09M Sell
4,776
-27
-0.6% -$6.07K 0.03% 381
2023
Q3 		$1.14M Buy
4,803
+198
+4% +$46K 0.04% 355
2023
Q2 		$1M Buy
4,605
+79
+2% +$15.8K 0.03% 403
2023
Q1 		$916K Hold
4,526
– – 0.03% 412
2022
Q4 		$978K Buy
+4,526
New +$1.06M 0.04% 382

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bleakley Financial Group's LPLA Position: Q1 2025 in Review

Bleakley Financial Group sold out of LPL Financial (LPLA) in Q1 2025, closing a stake of 4,857 shares — an estimated $1.59M sold.

Bleakley Financial Group first reported a position in LPLA in Q4 2022 and held it in 9 quarters. The position peaked at $1.59M in Q4 2024. 790 funds tracked by Wall St. Rank hold LPLA as of Q1 2025.

  • Bleakley Financial Group reported no remaining LPL Financial position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 4,857 LPL Financial shares in Q1 2025, an estimated $1.59M.
  • Bleakley Financial Group first reported a position in LPL Financial in Q4 2022 and held it in 9 quarters.
  • Bleakley Financial Group's LPL Financial position peaked at $1.59M in Q4 2024.
  • 790 funds tracked by Wall St. Rank held LPL Financial as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.