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Crestline Management’s LPL Financial LPLA Stock Holding History

Crestline Management’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
2025
Q1 		– Sell
-19,783
Closed -$6.46M – 366
2024
Q4 		$6.46M Buy
19,783
+3,117
+19% +$922K 0.22% 106
2024
Q3 		$3.88M Buy
+16,666
New +$3.76M 0.22% 129
2024
Q1 		– Sell
-12,037
Closed -$2.74M – 203
2023
Q4 		$2.74M Sell
12,037
-23,577
-66% -$5.3M 0.25% 120
2023
Q3 		$8.46M Buy
35,614
+5,614
+19% +$1.3M 1.01% 31
2023
Q2 		$6.52M Buy
+30,000
New +$6.01M 0.71% 48
2022
Q4 		– Sell
-10,000
Closed -$2.19M – 188
2022
Q3 		$2.19M Buy
+10,000
New +$2.13M 0.3% 80
2021
Q4 		– Sell
-5,044
Closed -$791K – 248
2021
Q3 		$791K Buy
+5,044
New +$724K 0.08% 139
2019
Q4 		– Sell
-68,850
Closed -$5.64M – 75
2019
Q3 		$5.64M Sell
68,850
-42,437
-38% -$3.4M 0.91% 20
2019
Q2 		$9.08M Buy
+111,287
New +$8.81M 1.22% 14
2018
Q2 		– Sell
-27,149
Closed -$1.66M – 267
2018
Q1 		$1.66M Buy
+27,149
New +$1.68M 0.21% 91
2017
Q3 		– Sell
-25,319
Closed -$1.07M – 160
2017
Q2 		$1.07M Buy
+25,319
New +$1.03M 0.14% 82

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return