BC
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Brookfield Corp’s LPL Financial LPLA Stock Holding History

Brookfield Corp’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
Q3 		– Sell
-52,177
Closed -$11.3M – 350
2023
Q2 		$11.3M Buy
+52,177
New +$10.4M 0.04% 147
2022
Q2 		– Sell
-4,717
Closed -$862K – 693
2022
Q1 		$862K Buy
+4,717
New +$821K ﹤0.01% 517
2021
Q2 		– Sell
-19,371
Closed -$2.75M – 607
2021
Q1 		$2.75M Buy
+19,371
New +$2.47M 0.01% 246
2020
Q3 		– Sell
-79,114
Closed -$6.2M – 427
2020
Q2 		$6.2M Buy
+79,114
New +$5.29M 0.04% 121

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return