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Caption Management’s LPL Financial LPLA Stock Holding History

Caption Management’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
Q4 		– Sell
-7,221
Closed -$2.14M – 1675
2024
Q3 		$1.68M Buy
+7,221
New +$1.63M 0.03% 624
2021
Q1 		– Sell
-3,400
Closed -$354K – 1249
2020
Q4 		$354K Buy
+3,400
New +$306K 0.01% 782
2020
Q1 		– Sell
-400
Closed -$32.2K – 977
2019
Q4 		$37K Buy
+400
New +$34.3K ﹤0.01% 785

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Caption Management's LPLA Position: Q4 2024 in Review

Caption Management sold out of LPL Financial (LPLA) in Q4 2024, closing a stake of 7,221 shares — an estimated $2.14M sold.

Caption Management first reported a position in LPLA in Q4 2019 and held it in 3 quarters. The position peaked at $1.68M in Q3 2024. 724 funds tracked by Wall St. Rank hold LPLA as of Q4 2024.

  • Caption Management reported no remaining LPL Financial position as of Q4 2024 after selling out during the quarter.
  • Caption Management sold 7,221 LPL Financial shares in Q4 2024, an estimated $2.14M.
  • Caption Management first reported a position in LPL Financial in Q4 2019 and held it in 3 quarters.
  • Caption Management's LPL Financial position peaked at $1.68M in Q3 2024.
  • 724 funds tracked by Wall St. Rank held LPL Financial as of Q4 2024.

Based on Caption Management's 13F filing for Q4 2024, filed 14 Feb 2025.