Brant Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.4M | Sell |
17,964
-2,776
| -13% | -$931K | 1.48% | 33 |
|
|
2025
Q4 | $7.41M | Sell |
20,740
-3,575
| -15% | -$1.26M | 1.79% | 20 |
|
|
2025
Q3 | $8.09M | Buy |
24,315
+200
| +0.8% | +$72.5K | 1.8% | 19 |
|
|
2025
Q2 | $9.04M | Buy |
24,115
+949
| +4% | +$332K | 2.06% | 18 |
|
|
2025
Q1 | $7.58M | Sell |
23,166
-150
| -0.6% | -$52.2K | 1.85% | 19 |
|
|
2024
Q4 | $7.61M | Sell |
23,316
-1,650
| -7% | -$488K | 1.81% | 22 |
|
|
2024
Q3 | $5.81M | Sell |
24,966
-9,406
| -27% | -$2.12M | 1.32% | 40 |
|
|
2024
Q2 | $9.6M | Sell |
34,372
-100
| -0.3% | -$27.1K | 2.25% | 16 |
|
|
2024
Q1 | $9.11M | Sell |
34,472
-4,782
| -12% | -$1.21M | 2.03% | 21 |
|
|
2023
Q4 | $8.93M | Buy |
39,254
+1,801
| +5% | +$405K | 2.14% | 18 |
|
|
2023
Q3 | $8.9M | Sell |
37,453
-4,100
| -10% | -$952K | 2.11% | 19 |
|
|
2023
Q2 | $9.03M | Sell |
41,553
-3,108
| -7% | -$622K | 2.07% | 17 |
|
|
2023
Q1 | $9.04M | Hold |
44,661
| – | – | 2.16% | 19 |
|
|
2022
Q4 | $9.65M | Sell |
44,661
-1,439
| -3% | -$336K | 2.74% | 12 |
|
|
2022
Q3 | $10.1M | Sell |
46,100
-3,600
| -7% | -$766K | 2.6% | 13 |
|
|
2022
Q2 | $9.17M | Sell |
49,700
-7,063
| -12% | -$1.34M | 2.25% | 16 |
|
|
2022
Q1 | $10.4M | Buy |
56,763
+1,412
| +3% | +$246K | 2.14% | 15 |
|
|
2021
Q4 | $8.86M | Sell |
55,351
-9,857
| -15% | -$1.63M | 1.63% | 18 |
|
|
2021
Q3 | $10.2M | Buy |
65,208
+25,208
| +63% | +$3.62M | 1.89% | 15 |
|
|
2021
Q2 | $5.4M | Buy |
40,000
+20,000
| +100% | +$2.91M | 0.93% | 58 |
|
|
2021
Q1 | $2.84M | Hold |
20,000
| – | – | 0.51% | 104 |
|
|
2020
Q4 | $2.08M | Buy |
+20,000
| New | +$1.8M | 0.4% | 116 |
|
Other funds holding LPLA
VPM
VCM
SC
