EI
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EAM Investors’s LPL Financial LPLA Stock Holding History

EAM Investors’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
2021
Q2 		– Sell
-21,179
Closed -$3.01M – 375
2021
Q1 		$3.01M Buy
+21,179
New +$2.7M 0.45% 46
2019
Q3 		– Sell
-15,585
Closed -$1.27M – 272
2019
Q2 		$1.27M Sell
15,585
-5,244
-25% -$415K 0.31% 152
2019
Q1 		$1.45M Buy
+20,829
New +$1.5M 0.36% 131
2018
Q2 		– Sell
-52,121
Closed -$3.18M – 325
2018
Q1 		$3.18M Buy
52,121
+4,106
+9% +$255K 0.53% 63
2017
Q4 		$2.74M Sell
48,015
-624
-1% -$32.8K 0.49% 64
2017
Q3 		$2.51M Sell
48,639
-14,654
-23% -$674K 0.33% 110
2017
Q2 		$2.69M Buy
+63,293
New +$2.57M 0.44% 102

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return