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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Capital Research Global Investors's LPLA Position: Q3 2024 in Review

Capital Research Global Investors sold out of LPL Financial (LPLA) in Q3 2024, closing a stake of 1,577,102 shares — an estimated $440M sold.

Capital Research Global Investors first reported a position in LPLA in Q1 2022 and held it in 10 quarters. The position peaked at $604M in Q3 2022. 644 funds tracked by Wall St. Rank hold LPLA as of Q3 2024.

Capital Research Global Investors reported no remaining LPL Financial position as of Q3 2024 after selling out during the quarter.
Capital Research Global Investors sold 1,577,102 LPL Financial shares in Q3 2024, an estimated $440M.
Capital Research Global Investors first reported a position in LPL Financial in Q1 2022 and held it in 10 quarters.
Capital Research Global Investors's LPL Financial position peaked at $604M in Q3 2022.
644 funds tracked by Wall St. Rank held LPL Financial as of Q3 2024.

Based on Capital Research Global Investors's 13F filing for Q3 2024, filed 13 Nov 2024.