Credit Suisse’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $30.3M | Sell |
114,521
-15,272
| -12% | -$3.85M | 0.03% | 521 |
|
|
2023
Q4 | $29.5M | Sell |
129,793
-3
| -0% | -$674 | 0.03% | 548 |
|
|
2023
Q3 | $30.8M | Sell |
129,796
-5,270
| -4% | -$1.22M | 0.03% | 519 |
|
|
2023
Q2 | $29.4M | Sell |
135,066
-32,857
| -20% | -$6.58M | 0.03% | 556 |
|
|
2023
Q1 | $34M | Buy |
167,923
+17,779
| +12% | +$4.06M | 0.03% | 525 |
|
|
2022
Q4 | $32.5M | Buy |
150,144
+39,138
| +35% | +$9.15M | 0.03% | 530 |
|
|
2022
Q3 | $24.3M | Sell |
111,006
-2,728
| -2% | -$580K | 0.03% | 603 |
|
|
2022
Q2 | $21M | Buy |
113,734
+21,513
| +23% | +$4.09M | 0.02% | 674 |
|
|
2022
Q1 | $16.8M | Buy |
92,221
+9,027
| +11% | +$1.57M | 0.01% | 831 |
|
|
2021
Q4 | $13.3M | Sell |
83,194
-2,719
| -3% | -$449K | 0.01% | 1303 |
|
|
2021
Q3 | $13.5M | Sell |
85,913
-1,006
| -1% | -$144K | 0.01% | 1334 |
|
|
2021
Q2 | $11.7M | Sell |
86,919
-14,654
| -14% | -$2.13M | 0.01% | 1453 |
|
|
2021
Q1 | $14.4M | Buy |
101,573
+12,095
| +14% | +$1.54M | 0.01% | 1346 |
|
|
2020
Q4 | $9.33M | Buy |
89,478
+2,330
| +3% | +$209K | ﹤0.01% | 1628 |
|
|
2020
Q3 | $6.68M | Sell |
87,148
-31,168
| -26% | -$2.47M | ﹤0.01% | 1614 |
|
|
2020
Q2 | $9.28M | Sell |
118,316
-3,531
| -3% | -$236K | 0.01% | 1338 |
|
|
2020
Q1 | $6.63M | Sell |
121,847
-14,060
| -10% | -$1.13M | 0.01% | 1390 |
|
|
2019
Q4 | $12.5M | Buy |
135,907
+16,923
| +14% | +$1.45M | 0.01% | 1282 |
|
|
2019
Q3 | $9.74M | Buy |
118,984
+5,824
| +5% | +$466K | 0.01% | 1324 |
|
|
2019
Q2 | $9.23M | Buy |
113,160
+4,609
| +4% | +$365K | 0.01% | 1358 |
|
|
2019
Q1 | $7.56M | Sell |
108,551
-19,621
| -15% | -$1.41M | 0.01% | 1414 |
|
|
2018
Q4 | $7.83M | Sell |
128,172
-3,065
| -2% | -$187K | 0.01% | 1294 |
|
|
2018
Q3 | $8.47M | Sell |
131,237
-34,696
| -21% | -$2.3M | 0.01% | 1360 |
|
|
2018
Q2 | $10.9M | Buy |
165,933
+30,762
| +23% | +$2.02M | 0.01% | 1188 |
|
|
2018
Q1 | $8.25M | Buy |
135,171
+30,721
| +29% | +$1.9M | 0.01% | 1359 |
|
|
2017
Q4 | $5.97M | Buy |
104,450
+24,676
| +31% | +$1.3M | 0.01% | 1641 |
|
|
2017
Q3 | $4.11M | Buy |
79,774
+5,018
| +7% | +$231K | ﹤0.01% | 1924 |
|
|
2017
Q2 | $3.17M | Buy |
74,756
+2,559
| +4% | +$104K | ﹤0.01% | 1906 |
|
|
2017
Q1 | $2.88M | Buy |
72,197
+1,656
| +2% | +$65.1K | ﹤0.01% | 2080 |
|
|
2016
Q4 | $2.48M | Buy |
70,541
+9,812
| +16% | +$343K | ﹤0.01% | 2266 |
|
|
2016
Q3 | $1.82M | Sell |
60,729
-5,632
| -8% | -$152K | ﹤0.01% | 2452 |
|
|
2016
Q2 | $1.5M | Sell |
66,361
-14,464
| -18% | -$363K | ﹤0.01% | 2577 |
|
|
2016
Q1 | $2M | Sell |
80,825
-18,195
| -18% | -$491K | ﹤0.01% | 2207 |
|
|
2015
Q4 | $4.22M | Buy |
99,020
+31,464
| +47% | +$1.34M | ﹤0.01% | 1718 |
|
|
2015
Q3 | $2.69M | Buy |
67,556
+9,451
| +16% | +$407K | ﹤0.01% | 2039 |
|
|
2015
Q2 | $2.7M | Sell |
58,105
-76,062
| -57% | -$3.29M | ﹤0.01% | 2300 |
|
|
2015
Q1 | $5.88M | Sell |
134,167
-7,707
| -5% | -$341K | 0.01% | 1543 |
|
|
2014
Q4 | $6.32M | Buy |
141,874
+7,648
| +6% | +$329K | 0.01% | 1591 |
|
|
2014
Q3 | $6.18M | Sell |
134,226
-53,168
| -28% | -$2.56M | 0.01% | 1599 |
|
|
2014
Q2 | $9.32M | Buy |
187,394
+59,475
| +46% | +$2.88M | 0.01% | 1446 |
|
|
2014
Q1 | $6.72M | Sell |
127,919
-17,387
| -12% | -$918K | 0.01% | 1529 |
|
|
2013
Q4 | $6.84M | Buy |
145,306
+13,748
| +10% | +$577K | 0.01% | 1572 |
|
|
2013
Q3 | $5.04M | Buy |
131,558
+59,616
| +83% | +$2.28M | 0.01% | 1628 |
|
|
2013
Q2 | $2.72M | Buy |
+71,942
| New | +$2.57M | ﹤0.01% | 2035 |
|
Other funds holding LPLA
LPC
Credit Suisse's LPLA Position: Q1 2024 in Review
Credit Suisse reduced its LPL Financial (LPLA) stake by 12% in Q1 2024, selling an estimated $3.85M and leaving 114,521 shares worth $30.3M. The position accounts for 0.03% of the portfolio, ranked #521.
Credit Suisse first reported a position in LPLA in Q2 2013 and has held it in 44 quarters since. The position peaked at $34M in Q1 2023. 647 funds tracked by Wall St. Rank hold LPLA as of Q1 2024.
- Credit Suisse held 114,521 shares of LPL Financial worth $30.3M as of Q1 2024.
- Credit Suisse sold 15,272 LPL Financial shares in Q1 2024, an estimated $3.85M.
- LPL Financial made up 0.03% of Credit Suisse's portfolio in Q1 2024, its #521 holding.
- Credit Suisse first reported a position in LPL Financial in Q2 2013 and has held it in 44 quarters since.
- Credit Suisse's LPL Financial position peaked at $34M in Q1 2023.
- 647 funds tracked by Wall St. Rank held LPL Financial as of Q1 2024.
Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.