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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 – 348
2023
Q2 		$11.3M Buy
+52,177
New +$10.4M 0.04% 147
2022
Q2 		– Sell
-4,717
Closed -$862K – 688
2022
Q1 		$862K Buy
+4,717
New +$821K ﹤0.01% 517
2021
Q2 		– Sell
-19,371
Closed -$2.75M – 604
2021
Q1 		$2.75M Buy
+19,371
New +$2.47M 0.01% 246
2020
Q3 		– Sell
-79,114
Closed -$6.2M – 426
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 $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Brookfield Corp's LPLA Position: Q3 2023 in Review

Brookfield Corp sold out of LPL Financial (LPLA) in Q3 2023, closing a stake of 52,177 shares — an estimated $11.3M sold.

Brookfield Corp first reported a position in LPLA in Q2 2020 and held it in 4 quarters. The position peaked at $11.3M in Q2 2023. 600 funds tracked by Wall St. Rank hold LPLA as of Q3 2023.

  • Brookfield Corp reported no remaining LPL Financial position as of Q3 2023 after selling out during the quarter.
  • Brookfield Corp sold 52,177 LPL Financial shares in Q3 2023, an estimated $11.3M.
  • Brookfield Corp first reported a position in LPL Financial in Q2 2020 and held it in 4 quarters.
  • Brookfield Corp's LPL Financial position peaked at $11.3M in Q2 2023.
  • 600 funds tracked by Wall St. Rank held LPL Financial as of Q3 2023.

Based on Brookfield Corp's 13F filing for Q3 2023, filed 14 Nov 2023.