Carillon Tower Advisers’s LPL Financial LPLA Stock Holding History

Carillon Tower Advisers’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
2020 Q4	$116M	Buy	1,109,701 +800,147	+258%	+$71.9M	0.7%	26
2020 Q3	$23.7M	Sell	309,554 -306,423	-50%	-$24.3M	0.32%	103
2020 Q2	$48.3M	Buy	615,977 +144,111	+31%	+$9.63M	0.37%	87
2020 Q1	$24.5M	Sell	471,866 -43,744	-8%	-$3.53M	0.24%	143
2019 Q4	$47.6M	Hold	515,610	–	–	0.32%	103
2019 Q3	$42.2M	Hold	515,610	–	–	0.29%	120
2019 Q2	$42.1M	Buy	515,610 +143,935	+39%	+$11.4M	0.29%	122
2019 Q1	$25.9M	Buy	+371,675	New	+$26.8M	0.18%	205

Other funds holding LPLA

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

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

SCA

Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Carillon Tower Advisers's LPLA Position: Q4 2020 in Review

Carillon Tower Advisers increased its LPL Financial (LPLA) stake by 258% in Q4 2020, buying an estimated $71.9M and bringing the position to 1,109,701 shares worth $116M. The position accounts for 0.7% of the portfolio, ranked #26.

Carillon Tower Advisers first reported a position in LPLA in Q1 2019 and has held it in 8 quarters since. 372 funds tracked by Wall St. Rank hold LPLA as of Q4 2020.

Carillon Tower Advisers held 1,109,701 shares of LPL Financial worth $116M as of Q4 2020.
Carillon Tower Advisers bought 800,147 LPL Financial shares in Q4 2020, an estimated $71.9M.
LPL Financial made up 0.7% of Carillon Tower Advisers's portfolio in Q4 2020, its #26 holding.
Carillon Tower Advisers first reported a position in LPL Financial in Q1 2019 and has held it in 8 quarters since.
372 funds tracked by Wall St. Rank held LPL Financial as of Q4 2020.

Based on Carillon Tower Advisers's 13F filing for Q4 2020, filed 12 Feb 2021.