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BMS Financial Advisors’s LPL Financial LPLA Stock Holding History

BMS Financial 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
2023
Q2 		$405K Sell
1,863
-927
-33% -$186K 0.26% 68
2023
Q1 		$565K Buy
2,790
+100
+4% +$22.9K 0.39% 55
2022
Q4 		$581K Sell
2,690
-169
-6% -$39.5K 0.39% 46
2022
Q3 		$625K Buy
2,859
+1,067
+60% +$227K 0.44% 41
2022
Q2 		$331K Buy
+1,792
New +$340K 0.22% 77

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BMS Financial Advisors's LPLA Position: Q2 2023 in Review

BMS Financial Advisors reduced its LPL Financial (LPLA) stake by 33% in Q2 2023, selling an estimated $186K and leaving 1,863 shares worth $405K. The position accounts for 0.26% of the portfolio, ranked #68.

BMS Financial Advisors first reported a position in LPLA in Q2 2022 and has held it in 5 quarters since. The position peaked at $625K in Q3 2022. 587 funds tracked by Wall St. Rank hold LPLA as of Q2 2023.

  • BMS Financial Advisors held 1,863 shares of LPL Financial worth $405K as of Q2 2023.
  • BMS Financial Advisors sold 927 LPL Financial shares in Q2 2023, an estimated $186K.
  • LPL Financial made up 0.26% of BMS Financial Advisors's portfolio in Q2 2023, its #68 holding.
  • BMS Financial Advisors first reported a position in LPL Financial in Q2 2022 and has held it in 5 quarters since.
  • BMS Financial Advisors's LPL Financial position peaked at $625K in Q3 2022.
  • 587 funds tracked by Wall St. Rank held LPL Financial as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.