Chiron Investment Management’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$1.2M Buy
+3,687
New +$1.09M 0.4% 54
2024
Q3
Sell
-3,150
Closed -$880K 104
2024
Q2
$880K Buy
3,150
+493
+19% +$134K 0.35% 40
2024
Q1
$702K Buy
+2,657
New +$671K 0.3% 43
2022
Q1
Sell
-136,433
Closed -$21.8M 109
2021
Q4
$21.8M Sell
136,433
-61,726
-31% -$10.2M 2.49% 21
2021
Q3
$31.1M Sell
198,159
-26,225
-12% -$3.77M 4.92% 3
2021
Q2
$30.3M Buy
+224,384
New +$32.6M 3.65% 7
2020
Q4
$11.9M Buy
+113,862
New +$10.2M 1.65% 30

Other funds holding LPLA