CCA
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Checchi Capital Advisers’s LPL Financial LPLA Stock Holding History

Checchi Capital 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
2026
Q1 		– Sell
-663
Closed -$237K – 614
2025
Q4 		$237K Sell
663
-19
-3% -$6.72K 0.02% 490
2025
Q3 		$227K Buy
682
+13
+2% +$4.71K 0.02% 508
2025
Q2 		$251K Sell
669
-49
-7% -$17.2K 0.02% 496
2025
Q1 		$235K Buy
+718
New +$250K 0.02% 524
2022
Q4 		– Sell
-929
Closed -$203K – 567
2022
Q3 		$203K Buy
+929
New +$198K 0.02% 512
2016
Q3 		– Sell
-497
Closed -$11K – 862
2016
Q2 		$11K Sell
497
-753
-60% -$18.9K ﹤0.01% 1273
2016
Q1 		$31K Buy
+1,250
New +$33.7K 0.01% 986

Other funds holding LPLA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return