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Eagle Asset Management’s LPL Financial LPLA Stock Holding History

Eagle Asset 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
2024
Q3 		$185M Sell
591,233
-61,990
-9% -$14M 0.94% 16
2024
Q2 		$184M Sell
653,223
-41,599
-6% -$11.3M 0.99% 13
2024
Q1 		$185M Sell
694,822
-24,469
-3% -$6.18M 0.94% 16
2023
Q4 		$164M Sell
719,291
-15,399
-2% -$3.46M 0.88% 21
2023
Q3 		$175M Sell
734,690
-2,542
-0.3% -$590K 1.03% 8
2023
Q2 		$160M Sell
737,232
-32,786
-4% -$6.57M 0.89% 19
2023
Q1 		$156M Sell
770,018
-152,269
-17% -$34.8M 0.91% 23
2022
Q4 		$200M Sell
922,287
-584,489
-39% -$137M 1.23% 6
2022
Q3 		$329M Sell
1,506,776
-202,419
-12% -$43.1M 2.15% 1
2022
Q2 		$315M Sell
1,709,195
-277,080
-14% -$52.6M 1.98% 1
2022
Q1 		$363M Sell
1,986,275
-628
-0% -$109K 1.86% 1
2021
Q4 		$322M Buy
1,986,903
+49,308
+3% +$8.14M 1.41% 2
2021
Q3 		$304M Buy
1,937,595
+70,622
+4% +$10.1M 1.37% 1
2021
Q2 		$252M Sell
1,866,973
-49,246
-3% -$7.16M 1.08% 5
2021
Q1 		$275M Buy
1,916,219
+499,820
+35% +$63.8M 1.22% 1
2020
Q4 		$148M Buy
1,416,399
+286,190
+25% +$25.7M 0.83% 19
2020
Q3 		$85.9M Buy
1,130,209
+145,360
+15% +$11.5M 0.44% 90
2020
Q2 		$75.3M Buy
984,849
+327,758
+50% +$21.9M 0.43% 92
2020
Q1 		$35.8M Sell
657,091
-47,986
-7% -$3.87M 0.22% 160
2019
Q4 		$65M Buy
705,077
+12,355
+2% +$1.06M 0.31% 124
2019
Q3 		$56.7M Buy
692,722
+12,176
+2% +$974K 0.29% 136
2019
Q2 		$55.5M Buy
680,546
+164,006
+32% +$13M 0.28% 134
2019
Q1 		$36M Buy
516,540
+464,048
+884% +$33.4M 0.19% 192
2018
Q4 		$3.21M Sell
52,492
-3,558
-6% -$217K 0.02% 443
2018
Q3 		$3.62M Sell
56,050
-179
-0.3% -$11.9K 0.02% 465
2018
Q2 		$3.69M Buy
56,229
+56
+0.1% +$3.68K 0.02% 461
2018
Q1 		$3.43M Buy
56,173
+3,162
+6% +$196K 0.02% 472
2017
Q4 		$3.3M Buy
+53,011
New +$2.79M 0.02% 486
2014
Q4 		– Sell
-120,265
Closed -$5.54M – 632
2014
Q3 		$5.54M Buy
120,265
+1,475
+1% +$71.1K 0.03% 415
2014
Q2 		$5.91M Buy
+118,790
New +$5.76M 0.03% 428

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Eagle Asset Management's LPLA Position: Q3 2024 in Review

Eagle Asset Management reduced its LPL Financial (LPLA) stake by 9.5% in Q3 2024, selling an estimated $14M and leaving 591,233 shares worth $185M. The position accounts for 0.94% of the portfolio, ranked #16.

Eagle Asset Management first reported a position in LPLA in Q2 2014 and has held it in 30 quarters since. The position peaked at $363M in Q1 2022. 644 funds tracked by Wall St. Rank hold LPLA as of Q3 2024.

  • Eagle Asset Management held 591,233 shares of LPL Financial worth $185M as of Q3 2024.
  • Eagle Asset Management sold 61,990 LPL Financial shares in Q3 2024, an estimated $14M.
  • LPL Financial made up 0.94% of Eagle Asset Management's portfolio in Q3 2024, its #16 holding.
  • Eagle Asset Management first reported a position in LPL Financial in Q2 2014 and has held it in 30 quarters since.
  • Eagle Asset Management's LPL Financial position peaked at $363M in Q1 2022.
  • 644 funds tracked by Wall St. Rank held LPL Financial as of Q3 2024.

Based on Eagle Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.