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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,114
Closed -$254K – 1275
2023
Q4 		$254K Buy
+1,114
New +$250K ﹤0.01% 1094
2022
Q1 		– Sell
-2,436
Closed -$390K – 1188
2021
Q4 		$390K Buy
+2,436
New +$402K ﹤0.01% 955

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Brown Advisory's LPLA Position: Q1 2024 in Review

Brown Advisory sold out of LPL Financial (LPLA) in Q1 2024, closing a stake of 1,114 shares — an estimated $254K sold.

Brown Advisory first reported a position in LPLA in Q4 2021 and held it in 2 quarters. The position peaked at $390K in Q4 2021. 649 funds tracked by Wall St. Rank hold LPLA as of Q1 2024.

  • Brown Advisory reported no remaining LPL Financial position as of Q1 2024 after selling out during the quarter.
  • Brown Advisory sold 1,114 LPL Financial shares in Q1 2024, an estimated $254K.
  • Brown Advisory first reported a position in LPL Financial in Q4 2021 and held it in 2 quarters.
  • Brown Advisory's LPL Financial position peaked at $390K in Q4 2021.
  • 649 funds tracked by Wall St. Rank held LPL Financial as of Q1 2024.

Based on Brown Advisory's 13F filing for Q1 2024, filed 24 Apr 2024.