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Clark Capital Management Group’s LPL Financial LPLA Stock Holding History

Clark Capital Management Group’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
Q3 		– Sell
-7,518
Closed -$2.1M – 418
2024
Q2 		$2.1M Buy
7,518
+1,811
+32% +$492K 0.02% 237
2024
Q1 		$1.51M Buy
5,707
+2,033
+55% +$513K 0.01% 265
2023
Q4 		$836K Sell
3,674
-4,262
-54% -$958K 0.01% 285
2023
Q3 		$1.89M Buy
7,936
+278
+4% +$64.6K 0.02% 224
2023
Q2 		$1.67M Sell
7,658
-818
-10% -$164K 0.01% 229
2023
Q1 		$1.72M Buy
8,476
+310
+4% +$70.9K 0.02% 228
2022
Q4 		$1.77M Buy
8,166
+241
+3% +$56.3K 0.02% 223
2022
Q3 		$1.73M Buy
7,925
+39
+0.5% +$8.29K 0.02% 216
2022
Q2 		$1.46M Buy
7,886
+113
+1% +$21.5K 0.02% 220
2022
Q1 		$1.42M Buy
+7,773
New +$1.35M 0.02% 255
2021
Q4 		– Sell
-21,031
Closed -$3.3M – 370
2021
Q3 		$3.3M Buy
21,031
+3,321
+19% +$477K 0.05% 190
2021
Q2 		$2.39M Sell
17,710
-12,742
-42% -$1.85M 0.03% 215
2021
Q1 		$4.33M Sell
30,452
-13,466
-31% -$1.72M 0.07% 183
2020
Q4 		$4.58M Buy
43,918
+9,049
+26% +$813K 0.08% 172
2020
Q3 		$2.67M Buy
34,869
+6,528
+23% +$518K 0.05% 199
2020
Q2 		$2.22M Buy
+28,341
New +$1.89M 0.04% 200
2020
Q1 		– Sell
-29,286
Closed -$2.7M – 305
2019
Q4 		$2.7M Sell
29,286
-25,228
-46% -$2.17M 0.06% 169
2019
Q3 		$4.46M Sell
54,514
-1,308
-2% -$105K 0.1% 143
2019
Q2 		$4.55M Sell
55,822
-2,152
-4% -$170K 0.1% 149
2019
Q1 		$4.04M Buy
57,974
+18,109
+45% +$1.31M 0.1% 141
2018
Q4 		$2.44M Sell
39,865
-30,498
-43% -$1.86M 0.07% 158
2018
Q3 		$4.54M Buy
70,363
+4,067
+6% +$270K 0.11% 132
2018
Q2 		$4.34M Buy
66,296
+19,828
+43% +$1.3M 0.13% 129
2018
Q1 		$2.84M Buy
46,468
+6,554
+16% +$406K 0.09% 144
2017
Q4 		$2.28M Sell
39,914
-34,018
-46% -$1.79M 0.07% 149
2017
Q3 		$3.81M Buy
73,932
+17,561
+31% +$808K 0.13% 122
2017
Q2 		$2.39M Buy
56,371
+48,442
+611% +$1.97M 0.09% 147
2017
Q1 		$316K Buy
+7,929
New +$312K 0.01% 253

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Clark Capital Management Group's LPLA Position: Q3 2024 in Review

Clark Capital Management Group sold out of LPL Financial (LPLA) in Q3 2024, closing a stake of 7,518 shares — an estimated $2.1M sold.

Clark Capital Management Group first reported a position in LPLA in Q1 2017 and held it in 28 quarters. The position peaked at $4.58M in Q4 2020. 644 funds tracked by Wall St. Rank hold LPLA as of Q3 2024.

  • Clark Capital Management Group reported no remaining LPL Financial position as of Q3 2024 after selling out during the quarter.
  • Clark Capital Management Group sold 7,518 LPL Financial shares in Q3 2024, an estimated $2.1M.
  • Clark Capital Management Group first reported a position in LPL Financial in Q1 2017 and held it in 28 quarters.
  • Clark Capital Management Group's LPL Financial position peaked at $4.58M in Q4 2020.
  • 644 funds tracked by Wall St. Rank held LPL Financial as of Q3 2024.

Based on Clark Capital Management Group's 13F filing for Q3 2024, filed 14 Nov 2024.