Chiron Investment Management’s LPL Financial LPLA Stock Holding History

Chiron Investment 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	$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	2.39%	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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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

Chiron Investment Management's LPLA Position: Q4 2024 in Review

Chiron Investment Management opened a new position in LPL Financial (LPLA) in Q4 2024: 3,687 shares worth $1.2M. The stake represents 0.4% of the portfolio and ranks #54 among its holdings. This is a return to the name: Chiron Investment Management previously reported a position in LPLA as recently as Q2 2024.

Chiron Investment Management first reported a position in LPLA in Q4 2020 and has held it in 7 quarters since. The position peaked at $31.1M in Q3 2021. 726 funds tracked by Wall St. Rank hold LPLA as of Q4 2024.

Chiron Investment Management held 3,687 shares of LPL Financial worth $1.2M as of Q4 2024.
LPL Financial was a new Chiron Investment Management position in Q4 2024.
LPL Financial made up 0.4% of Chiron Investment Management's portfolio in Q4 2024, its #54 holding.
Chiron Investment Management first reported a position in LPL Financial in Q4 2020 and has held it in 7 quarters since.
Chiron Investment Management's LPL Financial position peaked at $31.1M in Q3 2021.
726 funds tracked by Wall St. Rank held LPL Financial as of Q4 2024.

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