CA
LPLA icon

Crewe Advisors’s LPL Financial LPLA Stock Holding History

Crewe Advisors’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
-129
Closed -$36K – 872
2024
Q2 		$36K Buy
129
+101
+361% +$27.4K ﹤0.01% 429
2024
Q1 		$7.4K Buy
+28
New +$7.07K ﹤0.01% 666
2023
Q3 		– Sell
-1
Closed -$218 – 777
2023
Q2 		$218 Buy
+1
New +$200 ﹤0.01% 706
2022
Q4 		– Sell
-25
Closed -$5K – 1168
2022
Q3 		$5K Hold
25
– – ﹤0.01% 852
2022
Q2 		$5K Buy
+25
New +$4.75K ﹤0.01% 765

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Crewe Advisors's LPLA Position: Q3 2024 in Review

Crewe Advisors sold out of LPL Financial (LPLA) in Q3 2024, closing a stake of 129 shares — an estimated $36K sold.

Crewe Advisors first reported a position in LPLA in Q2 2022 and held it in 5 quarters. The position peaked at $36K in Q2 2024. 642 funds tracked by Wall St. Rank hold LPLA as of Q3 2024.

  • Crewe Advisors reported no remaining LPL Financial position as of Q3 2024 after selling out during the quarter.
  • Crewe Advisors sold 129 LPL Financial shares in Q3 2024, an estimated $36K.
  • Crewe Advisors first reported a position in LPL Financial in Q2 2022 and held it in 5 quarters.
  • Crewe Advisors's LPL Financial position peaked at $36K in Q2 2024.
  • 642 funds tracked by Wall St. Rank held LPL Financial as of Q3 2024.

Based on Crewe Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.