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D.E. Shaw & Co’s
LPL Financial
LPLA
Stock Holding History
D.E. Shaw & Co’s Portfolio
LPLA Stock Details
LPLA Fund Activity
Bought
Maintained
Sold
Shares
Call Options
Put Options
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
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$1.91T AUM
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$209B AUM
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1-Year Est. Return
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$4.04T AUM
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$187B AUM
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1-Year Est. Return
SC
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$5.86B AUM
36.3%
1-Year Est. Return
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$733B AUM
35.63%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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