Brown Advisory
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Brown Advisory’s LPL Financial LPLA Stock Holding History

Brown Advisory’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,114
Closed -$254K – 1275
2023
Q4 		$254K Buy
+1,114
New +$254K ﹤0.01% 1094
2022
Q1 		– Sell
-2,436
Closed -$390K – 1188
2021
Q4 		$390K Buy
+2,436
New +$390K ﹤0.01% 955