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Cerity Partners’s
LG Display
LPL
Stock Holding History
Cerity Partners’s Portfolio
LPL Stock Details
LPL Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.3M
Buy
336,326
+166,916
+99%
+$705K
﹤0.01%
1712
2025
Q4
$713K
Buy
169,410
+27,067
+19%
+$126K
﹤0.01%
1880
2025
Q3
$743K
Buy
142,343
+5,814
+4%
+$24.2K
﹤0.01%
1749
2025
Q2
$467K
Buy
136,529
+7,867
+6%
+$24.3K
﹤0.01%
1903
2025
Q1
$400K
Buy
128,662
+107,167
+499%
+$349K
﹤0.01%
1884
2024
Q4
$77K
Sell
21,495
-3,335
-13%
-$11.8K
﹤0.01%
2357
2024
Q3
$101K
Buy
24,830
+13,119
+112%
+$54.3K
﹤0.01%
2423
2024
Q2
$48.2K
Sell
11,711
-52,232
-82%
-$202K
﹤0.01%
2175
2024
Q1
$262K
Buy
63,943
+2,267
+4%
+$10.1K
﹤0.01%
1941
2023
Q4
$297K
Sell
61,676
-27,030
-30%
-$129K
﹤0.01%
1518
2023
Q3
$433K
Sell
88,706
-21,550
-20%
-$114K
﹤0.01%
1028
2023
Q2
$668K
Buy
110,256
+7,169
+7%
+$43.7K
﹤0.01%
1065
2023
Q1
$658K
Buy
103,087
+11,255
+12%
+$63.9K
﹤0.01%
1161
2022
Q4
$455K
Buy
91,832
+19,495
+27%
+$99.1K
﹤0.01%
979
2022
Q3
$295K
Buy
72,337
+2,161
+3%
+$12.2K
﹤0.01%
899
2022
Q2
$392K
Buy
+70,176
New
+$476K
﹤0.01%
820
2022
Q1
–
Sell
-51,147
Closed
-$514K
–
1036
2021
Q4
$514K
Buy
+51,147
New
+$441K
0.01%
588
Other funds holding LPL
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver, British Columbia, Canada
$43.4B AUM
51.29%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Marshall Wace
London, United Kingdom
$100B AUM
35.1%
1-Year Est. Return
Two Sigma Investments
New York
$124B AUM
33.93%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
D.E. Shaw & Co
New York
$166B AUM
43.98%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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