Brown Brothers Harriman & Co’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.3M | Buy |
184,742
+9,255
| +5% | +$3.47M | 0.45% | 46 |
|
|
2025
Q1 | $57.4M | Buy |
175,487
+3,721
| +2% | +$1.22M | 0.4% | 45 |
|
|
2024
Q4 | $56.1M | Buy |
171,766
+19,787
| +13% | +$6.46M | 0.39% | 46 |
|
|
2024
Q3 | $35.4M | Buy |
151,979
+56,015
| +58% | +$13M | 0.24% | 67 |
|
|
2024
Q2 | $26.8M | Buy |
95,964
+15,030
| +19% | +$4.2M | 0.2% | 60 |
|
|
2024
Q1 | $21.4M | Buy |
80,934
+21,978
| +37% | +$5.81M | 0.16% | 70 |
|
|
2023
Q4 | $13.4M | Buy |
58,956
+15,373
| +35% | +$3.5M | 0.11% | 92 |
|
|
2023
Q3 | $10.4M | Buy |
43,583
+12,342
| +40% | +$2.93M | 0.09% | 94 |
|
|
2023
Q2 | $6.79M | Buy |
31,241
+11,930
| +62% | +$2.59M | 0.05% | 107 |
|
|
2023
Q1 | $3.91M | Buy |
19,311
+14,957
| +344% | +$3.03M | 0.03% | 129 |
|
|
2022
Q4 | $941K | Sell |
4,354
-534
| -11% | -$115K | 0.01% | 233 |
|
|
2022
Q3 | $1.07M | Sell |
4,888
-2,400
| -33% | -$524K | 0.01% | 212 |
|
|
2022
Q2 | $1.34M | Buy |
7,288
+357
| +5% | +$65.8K | 0.01% | 185 |
|
|
2022
Q1 | $1.27M | Buy |
6,931
+1,931
| +39% | +$353K | 0.01% | 212 |
|
|
2021
Q4 | $800 | Sell |
5,000
-109
| -2% | -$17 | ﹤0.01% | 270 |
|
|
2021
Q3 | $801 | Sell |
5,109
-67
| -1% | -$11 | ﹤0.01% | 264 |
|
|
2021
Q2 | $699 | Sell |
5,176
-410
| -7% | -$55 | ﹤0.01% | 277 |
|
|
2021
Q1 | $794 | Buy |
5,586
+86
| +2% | +$12 | 0.01% | 250 |
|
|
2020
Q4 | $573K | Hold |
5,500
| – | – | ﹤0.01% | 282 |
|
|
2020
Q3 | $422K | Hold |
5,500
| – | – | ﹤0.01% | 287 |
|
|
2020
Q2 | $431K | Sell |
5,500
-10
| -0.2% | -$784 | ﹤0.01% | 274 |
|
|
2020
Q1 | $300K | Buy |
5,510
+3,500
| +174% | +$191K | ﹤0.01% | 292 |
|
|
2019
Q4 | $185K | Buy |
2,010
+1,996
| +14,257% | +$184K | ﹤0.01% | 478 |
|
|
2019
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 1132 |
|
|
2019
Q2 | $1K | Sell |
14
-4,486
| -100% | -$320K | ﹤0.01% | 1031 |
|
|
2019
Q1 | $313K | Sell |
4,500
-500
| -10% | -$34.8K | ﹤0.01% | 321 |
|
|
2018
Q4 | $305K | Hold |
5,000
| – | – | ﹤0.01% | 293 |
|
|
2018
Q3 | $323K | Hold |
5,000
| – | – | ﹤0.01% | 299 |
|
|
2018
Q2 | $328K | Sell |
5,000
-1,000
| -17% | -$65.6K | ﹤0.01% | 278 |
|
|
2018
Q1 | $366K | Sell |
6,000
-1,700
| -22% | -$104K | ﹤0.01% | 268 |
|
|
2017
Q4 | $440K | Sell |
7,700
-700
| -8% | -$40K | ﹤0.01% | 255 |
|
|
2017
Q3 | $433K | Sell |
8,400
-158,600
| -95% | -$8.18M | ﹤0.01% | 241 |
|
|
2017
Q2 | $7.09M | Sell |
167,000
-292,994
| -64% | -$12.4M | 0.04% | 78 |
|
|
2017
Q1 | $18.3M | Sell |
459,994
-8,843
| -2% | -$352K | 0.1% | 54 |
|
|
2016
Q4 | $16.5M | Sell |
468,837
-2,445,100
| -84% | -$86.1M | 0.09% | 61 |
|
|
2016
Q3 | $87.2M | Sell |
2,913,937
-102,300
| -3% | -$3.06M | 0.46% | 35 |
|
|
2016
Q2 | $68M | Sell |
3,016,237
-134,873
| -4% | -$3.04M | 0.35% | 40 |
|
|
2016
Q1 | $78.1M | Buy |
3,151,110
+15,710
| +0.5% | +$390K | 0.4% | 37 |
|
|
2015
Q4 | $134M | Buy |
3,135,400
+311,000
| +11% | +$13.3M | 0.7% | 33 |
|
|
2015
Q3 | $112M | Buy |
2,824,400
+304,300
| +12% | +$12.1M | 0.57% | 35 |
|
|
2015
Q2 | $117M | Buy |
2,520,100
+192,650
| +8% | +$8.96M | 0.55% | 32 |
|
|
2015
Q1 | $102M | Buy |
2,327,450
+14,750
| +0.6% | +$647K | 0.46% | 33 |
|
|
2014
Q4 | $103M | Buy |
2,312,700
+112,700
| +5% | +$5.02M | 0.43% | 35 |
|
|
2014
Q3 | $101M | Hold |
2,200,000
| – | – | 0.41% | 36 |
|
|
2014
Q2 | $109M | Buy |
2,200,000
+200,000
| +10% | +$9.95M | 0.44% | 33 |
|
|
2014
Q1 | $105M | Hold |
2,000,000
| – | – | 0.45% | 33 |
|
|
2013
Q4 | $94.1M | Buy |
2,000,000
+135,500
| +7% | +$6.37M | 0.42% | 34 |
|
|
2013
Q3 | $71.4M | Buy |
+1,864,500
| New | +$71.4M | 0.34% | 35 |
|