Calamos Advisors
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Calamos Advisors’s LPL Financial LPLA Stock Holding History

Calamos Advisors’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
2022
Q4 		– Sell
-47,692
Closed -$10.4M – 1284
2022
Q3 		$10.4M Sell
47,692
-6,599
-12% -$1.4M 0.05% 455
2022
Q2 		$10M Sell
54,291
-3,570
-6% -$678K 0.04% 492
2022
Q1 		$10.6M Sell
57,861
-18,339
-24% -$3.19M 0.04% 498
2021
Q4 		$12.2M Sell
76,200
-15,618
-17% -$2.58M 0.05% 432
2021
Q3 		$14.4M Buy
91,818
+16,015
+21% +$2.3M 0.06% 321
2021
Q2 		$10.2M Sell
75,803
-49,756
-40% -$7.24M 0.05% 397
2021
Q1 		$17.8M Sell
125,559
-2,684
-2% -$342K 0.1% 227
2020
Q4 		$13.4M Buy
128,243
+85,887
+203% +$7.72M 0.08% 272
2020
Q3 		$3.25M Sell
42,356
-23,540
-36% -$1.87M 0.02% 521
2020
Q2 		$5.17M Buy
65,896
+12,975
+25% +$867K 0.04% 442
2020
Q1 		$2.88M Sell
52,921
-21,252
-29% -$1.71M 0.02% 491
2019
Q4 		$6.84M Buy
74,173
+7,116
+11% +$611K 0.03% 456
2019
Q3 		$5.49M Buy
67,057
+35,242
+111% +$2.82M 0.03% 492
2019
Q2 		$2.6M Buy
31,815
+21,475
+208% +$1.7M 0.01% 595
2019
Q1 		$720K Buy
10,340
+3,800
+58% +$274K ﹤0.01% 569
2018
Q4 		$399K Sell
6,540
-900
-12% -$54.9K ﹤0.01% 598
2018
Q3 		$480K Buy
7,440
+4,290
+136% +$284K ﹤0.01% 594
2018
Q2 		$206K Buy
+3,150
New +$207K ﹤0.01% 590

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Calamos Advisors's LPLA Position: Q4 2022 in Review

Calamos Advisors sold out of LPL Financial (LPLA) in Q4 2022, closing a stake of 47,692 shares — an estimated $10.4M sold.

Calamos Advisors first reported a position in LPLA in Q2 2018 and held it in 18 quarters. The position peaked at $17.8M in Q1 2021. 629 funds tracked by Wall St. Rank hold LPLA as of Q4 2022.

  • Calamos Advisors reported no remaining LPL Financial position as of Q4 2022 after selling out during the quarter.
  • Calamos Advisors sold 47,692 LPL Financial shares in Q4 2022, an estimated $10.4M.
  • Calamos Advisors first reported a position in LPL Financial in Q2 2018 and held it in 18 quarters.
  • Calamos Advisors's LPL Financial position peaked at $17.8M in Q1 2021.
  • 629 funds tracked by Wall St. Rank held LPL Financial as of Q4 2022.

Based on Calamos Advisors's 13F filing for Q4 2022, filed 26 Jan 2023.