Brandywine Global Investment Management’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
Q2 | – | Sell |
-36,515
| Closed | -$11.9M | – | 608 |
|
|
2025
Q1 | $11.9M | Sell |
36,515
-2,053
| -5% | -$715K | 0.09% | 221 |
|
|
2024
Q4 | $12.6M | Sell |
38,568
-3,550
| -8% | -$1.05M | 0.09% | 215 |
|
|
2024
Q3 | $10.5M | Sell |
42,118
-86,645
| -67% | -$19.5M | 0.07% | 257 |
|
|
2024
Q2 | $36M | Buy |
128,763
+18,834
| +17% | +$5.11M | 0.27% | 96 |
|
|
2024
Q1 | $29M | Buy |
109,929
+39,935
| +57% | +$10.1M | 0.21% | 119 |
|
|
2023
Q4 | $15.9M | Buy |
69,994
+31,301
| +81% | +$7.04M | 0.13% | 170 |
|
|
2023
Q3 | $9.2M | Buy |
38,693
+2,631
| +7% | +$611K | 0.08% | 250 |
|
|
2023
Q2 | $7.84M | Buy |
+36,062
| New | +$7.22M | 0.07% | 285 |
|
|
2021
Q4 | – | Sell |
-62,653
| Closed | -$9.82M | – | 719 |
|
|
2021
Q3 | $9.82M | Sell |
62,653
-4,224
| -6% | -$607K | 0.07% | 253 |
|
|
2021
Q2 | $9.03M | Sell |
66,877
-2,907
| -4% | -$423K | 0.07% | 292 |
|
|
2021
Q1 | $9.92M | Sell |
69,784
-5,415
| -7% | -$691K | 0.07% | 280 |
|
|
2020
Q4 | $7.84M | Buy |
75,199
+7,569
| +11% | +$680K | 0.07% | 294 |
|
|
2020
Q3 | $5.19M | Sell |
67,630
-46,799
| -41% | -$3.72M | 0.05% | 313 |
|
|
2020
Q2 | $8.97M | Buy |
114,429
+3,723
| +3% | +$249K | 0.09% | 201 |
|
|
2020
Q1 | $6.03M | Sell |
110,706
-50
| -0% | -$4.03K | 0.07% | 224 |
|
|
2019
Q4 | $10.4M | Buy |
110,756
+9,505
| +9% | +$816K | 0.07% | 226 |
|
|
2019
Q3 | $8.29M | Buy |
101,251
+14,164
| +16% | +$1.13M | 0.06% | 274 |
|
|
2019
Q2 | $7.1M | Buy |
87,087
+20,355
| +31% | +$1.61M | 0.05% | 325 |
|
|
2019
Q1 | $4.65M | Sell |
66,732
-4,852
| -7% | -$350K | 0.03% | 400 |
|
|
2018
Q4 | $4.37M | Buy |
71,584
+37,966
| +113% | +$2.31M | 0.03% | 401 |
|
|
2018
Q3 | $2.17M | Buy |
+33,618
| New | +$2.23M | 0.01% | 528 |
|
|
2017
Q1 | – | Sell |
-19,945
| Closed | -$703K | – | 960 |
|
|
2016
Q4 | $703K | Buy |
+19,945
| New | +$697K | ﹤0.01% | 606 |
|
Other funds holding LPLA
LPC
