CIC
LPLA icon

Cornercap Investment Counsel’s LPL Financial LPLA Stock Holding History

Cornercap Investment Counsel’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
Q2 		– Sell
-4,598
Closed -$1.21M – 659
2024
Q1 		$1.21M Buy
4,598
+15
+0.3% +$3.79K 0.19% 162
2023
Q4 		$1.04M Buy
4,583
+117
+3% +$26.3K 0.17% 233
2023
Q3 		$1.06M Buy
4,466
+79
+2% +$18.3K 0.19% 155
2023
Q2 		$954K Buy
4,387
+473
+12% +$94.7K 0.17% 262
2023
Q1 		$792K Buy
3,914
+105
+3% +$24K 0.14% 327
2022
Q4 		$823K Buy
+3,809
New +$890K 0.14% 320

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Cornercap Investment Counsel's LPLA Position: Q2 2024 in Review

Cornercap Investment Counsel sold out of LPL Financial (LPLA) in Q2 2024, closing a stake of 4,598 shares — an estimated $1.21M sold.

Cornercap Investment Counsel first reported a position in LPLA in Q4 2022 and held it in 6 quarters. The position peaked at $1.21M in Q1 2024. 674 funds tracked by Wall St. Rank hold LPLA as of Q2 2024.

  • Cornercap Investment Counsel reported no remaining LPL Financial position as of Q2 2024 after selling out during the quarter.
  • Cornercap Investment Counsel sold 4,598 LPL Financial shares in Q2 2024, an estimated $1.21M.
  • Cornercap Investment Counsel first reported a position in LPL Financial in Q4 2022 and held it in 6 quarters.
  • Cornercap Investment Counsel's LPL Financial position peaked at $1.21M in Q1 2024.
  • 674 funds tracked by Wall St. Rank held LPL Financial as of Q2 2024.

Based on Cornercap Investment Counsel's 13F filing for Q2 2024, filed 8 Aug 2024.