CCP
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Corient Capital Partners’s LPL Financial LPLA Stock Holding History

Corient Capital Partners’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
2022
Q3 		$370K Hold
2,007
– – 0.03% 406
2022
Q2 		$370K Buy
2,007
+302
+18% +$57.4K 0.03% 421
2022
Q1 		$311K Buy
1,705
+375
+28% +$65.3K 0.02% 528
2021
Q4 		$213K Buy
+1,330
New +$220K 0.01% 640

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Corient Capital Partners's LPLA Position: Q3 2022 in Review

Corient Capital Partners held its LPL Financial (LPLA) position steady in Q3 2022 at 2,007 shares worth $370K. The position accounts for 0.03% of the portfolio, ranked #406.

Corient Capital Partners first reported a position in LPLA in Q4 2021 and has held it in 4 quarters since. 581 funds tracked by Wall St. Rank hold LPLA as of Q3 2022.

  • Corient Capital Partners held 2,007 shares of LPL Financial worth $370K as of Q3 2022.
  • Corient Capital Partners left its LPL Financial share count unchanged in Q3 2022.
  • LPL Financial made up 0.03% of Corient Capital Partners's portfolio in Q3 2022, its #406 holding.
  • Corient Capital Partners first reported a position in LPL Financial in Q4 2021 and has held it in 4 quarters since.
  • 581 funds tracked by Wall St. Rank held LPL Financial as of Q3 2022.

Based on Corient Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.