Canada Pension Plan Investment Board’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 | – | Sell |
-329,607
| Closed | -$108M | – | 1416 |
|
|
2025
Q1 | $108M | Sell |
329,607
-30,971
| -9% | -$10.1M | 0.1% | 176 |
|
|
2024
Q4 | $118M | Sell |
360,578
-247,187
| -41% | -$80.7M | 0.11% | 167 |
|
|
2024
Q3 | $141M | Sell |
607,765
-167,136
| -22% | -$38.9M | 0.13% | 152 |
|
|
2024
Q2 | $216M | Sell |
774,901
-8,876
| -1% | -$2.48M | 0.21% | 107 |
|
|
2024
Q1 | $207M | Buy |
783,777
+88,241
| +13% | +$23.3M | 0.22% | 104 |
|
|
2023
Q4 | $158M | Buy |
695,536
+238,546
| +52% | +$54.3M | 0.2% | 127 |
|
|
2023
Q3 | $109M | Buy |
456,990
+357,245
| +358% | +$84.9M | 0.16% | 148 |
|
|
2023
Q2 | $21.7M | Sell |
99,745
-9,200
| -8% | -$2M | 0.03% | 363 |
|
|
2023
Q1 | $22.1M | Buy |
108,945
+10,900
| +11% | +$2.21M | 0.03% | 336 |
|
|
2022
Q4 | $21.2M | Buy |
98,045
+29,480
| +43% | +$6.37M | 0.04% | 317 |
|
|
2022
Q3 | $15M | Buy |
68,565
+39,965
| +140% | +$8.73M | 0.03% | 388 |
|
|
2022
Q2 | $5.28M | Buy |
28,600
+20,800
| +267% | +$3.84M | 0.01% | 528 |
|
|
2022
Q1 | $1.43M | Buy |
+7,800
| New | +$1.43M | ﹤0.01% | 791 |
|
|
2021
Q4 | – | Sell |
-1,075
| Closed | -$169K | – | 1547 |
|
|
2021
Q3 | $169K | Buy |
1,075
+290
| +37% | +$45.6K | ﹤0.01% | 1223 |
|
|
2021
Q2 | $106K | Buy |
+785
| New | +$106K | ﹤0.01% | 1021 |
|
|
2020
Q3 | – | Sell |
-6,500
| Closed | -$510K | – | 1240 |
|
|
2020
Q2 | $510K | Sell |
6,500
-35,053
| -84% | -$2.75M | ﹤0.01% | 1066 |
|
|
2020
Q1 | $2.26M | Buy |
41,553
+34,953
| +530% | +$1.9M | 0.01% | 698 |
|
|
2019
Q4 | $609K | Buy |
6,600
+100
| +2% | +$9.23K | ﹤0.01% | 1128 |
|
|
2019
Q3 | $532K | Sell |
6,500
-38,764
| -86% | -$3.17M | ﹤0.01% | 1038 |
|
|
2019
Q2 | $3.69M | Sell |
45,264
-25,876
| -36% | -$2.11M | 0.01% | 808 |
|
|
2019
Q1 | $4.96M | Sell |
71,140
-11,560
| -14% | -$805K | 0.01% | 794 |
|
|
2018
Q4 | $5.05M | Sell |
82,700
-114,000
| -58% | -$6.96M | 0.01% | 768 |
|
|
2018
Q3 | $12.7M | Buy |
196,700
+134,200
| +215% | +$8.66M | 0.02% | 537 |
|
|
2018
Q2 | $4.1M | Sell |
62,500
-15,900
| -20% | -$1.04M | 0.01% | 842 |
|
|
2018
Q1 | $4.79M | Sell |
78,400
-1,100
| -1% | -$67.2K | 0.01% | 806 |
|
|
2017
Q4 | $4.54M | Sell |
79,500
-21,700
| -21% | -$1.24M | 0.01% | 720 |
|
|
2017
Q3 | $5.22M | Buy |
101,200
+6,200
| +7% | +$320K | 0.01% | 652 |
|
|
2017
Q2 | $4.03M | Buy |
+95,000
| New | +$4.03M | 0.01% | 693 |
|
|
2016
Q2 | – | Sell |
-2,200
| Closed | -$55K | – | 1122 |
|
|
2016
Q1 | $55K | Sell |
2,200
-100
| -4% | -$2.5K | ﹤0.01% | 1113 |
|
|
2015
Q4 | $98K | Buy |
2,300
+100
| +5% | +$4.26K | ﹤0.01% | 1084 |
|
|
2015
Q3 | $87K | Sell |
2,200
-8,000
| -78% | -$316K | ﹤0.01% | 1126 |
|
|
2015
Q2 | $474K | Sell |
10,200
-2,800
| -22% | -$130K | ﹤0.01% | 951 |
|
|
2015
Q1 | $570K | Buy |
+13,000
| New | +$570K | ﹤0.01% | 930 |
|
|
2013
Q4 | – | Sell |
-100
| Closed | -$4K | – | 1250 |
|
|
2013
Q3 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 1137 |
|