Calamos Advisors
LPLA icon

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 – 1297
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 0.07% 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 0.11% 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 0.04% 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 0.02% 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

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WCM Investment Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPC
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return