CX Institutional’s LPL Financial LPLA Stock Holding History

CX Institutional’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
2026 Q3	$69K	Buy	225 +164	+269%	+$55.8K	﹤0.01%	952
2026 Q2	$17K	Buy	61 +17	+39%	+$5.1K	﹤0.01%	1206
2026 Q1	$13K	Buy	44 +37	+529%	+$12.4K	﹤0.01%	1225
2025 Q4	$3K	Buy	+7	New	+$2.48K	﹤0.01%	1328
2024 Q4	–	Sell	-1,643	Closed	-$382K	–	572
2024 Q3	$382K	Buy	+1,643	New	+$370K	0.02%	421
2021 Q3	–	Sell	-12	Closed	-$2K	–	971
2021 Q2	$2K	Buy	+12	New	+$1.74K	﹤0.01%	909
2020 Q4	–	Sell	-64	Closed	-$5K	–	884
2020 Q3	$5K	Sell	64 -38	-37%	-$3.02K	﹤0.01%	746
2020 Q2	$8K	Hold	102	–	–	﹤0.01%	598
2020 Q1	$6K	Hold	102	–	–	﹤0.01%	530
2019 Q4	$9K	Hold	102	–	–	﹤0.01%	441
2019 Q3	$8K	Hold	102	–	–	﹤0.01%	500
2019 Q2	$8K	Hold	102	–	–	﹤0.01%	530
2019 Q1	$7K	Hold	102	–	–	﹤0.01%	495
2018 Q4	$6K	Hold	102	–	–	﹤0.01%	383
2018 Q3	$7K	Hold	102	–	–	﹤0.01%	275
2018 Q2	$7K	Buy	+102	New	+$6.7K	﹤0.01%	252

Other funds holding LPLA

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

CX Institutional's LPLA Position: Q3 2026 in Review

CX Institutional increased its LPL Financial (LPLA) stake by 269% in Q3 2026, buying an estimated $55.8K and bringing the position to 225 shares worth $69K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

CX Institutional first reported a position in LPLA in Q2 2018 and has held it in 16 quarters since. The position peaked at $382K in Q3 2024. 133 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

CX Institutional held 225 shares of LPL Financial worth $69K as of Q3 2026.
CX Institutional bought 164 LPL Financial shares in Q3 2026, an estimated $55.8K.
LPL Financial made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #952 holding.
CX Institutional first reported a position in LPL Financial in Q2 2018 and has held it in 16 quarters since.
CX Institutional's LPL Financial position peaked at $382K in Q3 2024.
133 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.