Capital Research Global Investors
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Capital Research Global Investors’s LPL Financial LPLA Stock Holding History

Capital Research Global Investors’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
Q3 		– Sell
-1,577,102
Closed -$440M – 435
2024
Q2 		$440M Sell
1,577,102
-20,034
-1% -$5.44M 0.1% 150
2024
Q1 		$422M Sell
1,597,136
-611,052
-28% -$154M 0.1% 158
2023
Q4 		$503M Sell
2,208,188
-125,888
-5% -$28.3M 0.12% 154
2023
Q3 		$555M Buy
2,334,076
+136,231
+6% +$31.6M 0.15% 132
2023
Q2 		$478M Buy
2,197,845
+1,188,739
+118% +$238M 0.13% 148
2023
Q1 		$204M Sell
1,009,106
-758,650
-43% -$173M 0.06% 223
2022
Q4 		$382M Sell
1,767,756
-996,795
-36% -$233M 0.12% 154
2022
Q3 		$604M Buy
2,764,551
+777,500
+39% +$165M 0.2% 110
2022
Q2 		$367M Buy
1,987,051
+1,345,584
+210% +$256M 0.11% 162
2022
Q1 		$117M Buy
+641,467
New +$112M 0.03% 294

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return