Driehaus Capital Management’s LPL Financial LPLA Stock Holding History

Driehaus Capital 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
2023 Q4	–	Sell	-43,435	Closed	-$10.3M	–	422
2023 Q3	$10.3M	Buy	+43,435	New	+$10.1M	0.13%	202
2023 Q1	–	Sell	-1,208	Closed	-$261K	–	419
2022 Q4	$261K	Sell	1,208 -42,301	-97%	-$9.89M	﹤0.01%	329
2022 Q3	$9.51M	Sell	43,509 -47,299	-52%	-$10.1M	0.14%	202
2022 Q2	$16.8M	Buy	90,808 +18,962	+26%	+$3.6M	0.27%	127
2022 Q1	$13.1M	Buy	+71,846	New	+$12.5M	0.16%	184

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Driehaus Capital Management's LPLA Position: Q4 2023 in Review

Driehaus Capital Management sold out of LPL Financial (LPLA) in Q4 2023, closing a stake of 43,435 shares — an estimated $10.3M sold.

Driehaus Capital Management first reported a position in LPLA in Q1 2022 and held it in 5 quarters. The position peaked at $16.8M in Q2 2022. 620 funds tracked by Wall St. Rank hold LPLA as of Q4 2023.

Driehaus Capital Management reported no remaining LPL Financial position as of Q4 2023 after selling out during the quarter.
Driehaus Capital Management sold 43,435 LPL Financial shares in Q4 2023, an estimated $10.3M.
Driehaus Capital Management first reported a position in LPL Financial in Q1 2022 and held it in 5 quarters.
Driehaus Capital Management's LPL Financial position peaked at $16.8M in Q2 2022.
620 funds tracked by Wall St. Rank held LPL Financial as of Q4 2023.

Based on Driehaus Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.