D.E. Shaw & Co’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-3,500
Closed -$1.25M 4822
2025
Q4
$1.25M Sell
3,500
-2,200
-39% -$778K ﹤0.01% 3389
2025
Q3
$1.9M Hold
5,700
﹤0.01% 3020
2025
Q2
$2.14M Buy
5,700
+3,800
+200% +$1.33M ﹤0.01% 2694
2025
Q1
$622K Buy
+1,900
New +$662K ﹤0.01% 3368
2020
Q3
Sell
-28,400
Closed -$2.23M 4010
2020
Q2
$2.23M Hold
28,400
﹤0.01% 2329
2020
Q1
$1.55M Hold
28,400
﹤0.01% 2384
2019
Q4
$2.62M Buy
+28,400
New +$2.44M ﹤0.01% 2259
2014
Q3
Sell
-11,200
Closed -$557K 4264
2014
Q2
$557K Hold
11,200
﹤0.01% 3442
2014
Q1
$588K Buy
+11,200
New +$591K ﹤0.01% 3466
2013
Q4
Sell
-8,000
Closed -$306K 4580
2013
Q3
$306K Hold
8,000
﹤0.01% 3892
2013
Q2
$302K Buy
+8,000
New +$286K ﹤0.01% 3568

Other funds holding LPLA