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Cipher Capital’s LPL Financial LPLA Stock Holding History

Cipher Capital’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
Q1 		$505K Sell
1,912
-3,404
-64% -$859K 0.23% 155
2023
Q4 		$1.21M Buy
5,316
+623
+13% +$140K 0.39% 64
2023
Q3 		$1.12M Buy
4,693
+2,649
+130% +$615K 0.79% 23
2023
Q2 		$444K Buy
+2,044
New +$409K 0.08% 339
2021
Q2 		$1.23M Buy
+9,106
New +$1.32M 0.68% 37
2021
Q1 		– Sell
-3,040
Closed -$317K – 611
2020
Q4 		$317K Sell
3,040
-348
-10% -$31.3K 0.04% 389
2020
Q3 		$260K Sell
3,388
-2,473
-42% -$196K 0.03% 411
2020
Q2 		$460K Buy
+5,861
New +$392K 0.07% 331
2020
Q1 		– Sell
-10,972
Closed -$1.01M – 492
2019
Q4 		$1.01M Buy
+10,972
New +$942K 0.07% 306
2019
Q3 		– Sell
-13,588
Closed -$1.11M – 603
2019
Q2 		$1.11M Buy
13,588
+10,558
+348% +$835K 0.09% 292
2019
Q1 		$211K Sell
3,030
-1,385
-31% -$99.8K 0.02% 489
2018
Q4 		$270K Sell
4,415
-4,633
-51% -$282K 0.04% 430
2018
Q3 		$584K Buy
+9,048
New +$600K 0.11% 263
2018
Q2 		– Sell
-23,523
Closed -$1.44M – 572
2018
Q1 		$1.44M Buy
23,523
+14,589
+163% +$904K 0.17% 198
2017
Q4 		$511K Sell
8,934
-10,730
-55% -$565K 0.04% 471
2017
Q3 		$1.01M Buy
19,664
+6,295
+47% +$290K 0.08% 384
2017
Q2 		$568K Sell
13,369
-323
-2% -$13.1K 0.04% 450
2017
Q1 		$546K Buy
+13,692
New +$538K 0.04% 464
2016
Q2 		– Sell
-9,990
Closed -$248K – 745
2016
Q1 		$248K Buy
+9,990
New +$270K 0.02% 639
2015
Q2 		– Sell
-10,350
Closed -$454K – 562
2015
Q1 		$454K Buy
+10,350
New +$457K 0.08% 365
2014
Q1 		– Sell
-6,917
Closed -$325K – 443
2013
Q4 		$325K Buy
+6,917
New +$290K 0.22% 184

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Cipher Capital's LPLA Position: Q1 2024 in Review

Cipher Capital reduced its LPL Financial (LPLA) stake by 64% in Q1 2024, selling an estimated $859K and leaving 1,912 shares worth $505K. The position accounts for 0.23% of the portfolio, ranked #155.

Cipher Capital first reported a position in LPLA in Q4 2013 and has held it in 21 quarters since. The position peaked at $1.44M in Q1 2018. 648 funds tracked by Wall St. Rank hold LPLA as of Q1 2024.

  • Cipher Capital held 1,912 shares of LPL Financial worth $505K as of Q1 2024.
  • Cipher Capital sold 3,404 LPL Financial shares in Q1 2024, an estimated $859K.
  • LPL Financial made up 0.23% of Cipher Capital's portfolio in Q1 2024, its #155 holding.
  • Cipher Capital first reported a position in LPL Financial in Q4 2013 and has held it in 21 quarters since.
  • Cipher Capital's LPL Financial position peaked at $1.44M in Q1 2018.
  • 648 funds tracked by Wall St. Rank held LPL Financial as of Q1 2024.

Based on Cipher Capital's 13F filing for Q1 2024, filed 15 May 2024.