Claris Advisors’s LPL Financial LPLA Stock Holding History

Claris Advisors’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	–	Sell	-5	Closed	-$1.16K	–	679
2024 Q3	$1.16K	Buy	+5	New	+$1.13K	﹤0.01%	401

Other funds holding LPLA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Claris Advisors's LPLA Position: Q4 2024 in Review

Claris Advisors sold out of LPL Financial (LPLA) in Q4 2024, closing a stake of 5 shares — an estimated $1.16K sold.

Claris Advisors first reported a position in LPLA in Q3 2024 and held it in 1 quarter. The position peaked at $1.16K in Q3 2024. 724 funds tracked by Wall St. Rank hold LPLA as of Q4 2024.

Claris Advisors reported no remaining LPL Financial position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 5 LPL Financial shares in Q4 2024, an estimated $1.16K.
Claris Advisors first reported a position in LPL Financial in Q3 2024 and held it in 1 quarter.
Claris Advisors's LPL Financial position peaked at $1.16K in Q3 2024.
724 funds tracked by Wall St. Rank held LPL Financial as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.