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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 $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 $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

EAM Investors's LPLA Position: Q2 2021 in Review

EAM Investors sold out of LPL Financial (LPLA) in Q2 2021, closing a stake of 21,179 shares — an estimated $3.01M sold.

EAM Investors first reported a position in LPLA in Q2 2017 and held it in 7 quarters. The position peaked at $3.18M in Q1 2018. 418 funds tracked by Wall St. Rank hold LPLA as of Q2 2021.

  • EAM Investors reported no remaining LPL Financial position as of Q2 2021 after selling out during the quarter.
  • EAM Investors sold 21,179 LPL Financial shares in Q2 2021, an estimated $3.01M.
  • EAM Investors first reported a position in LPL Financial in Q2 2017 and held it in 7 quarters.
  • EAM Investors's LPL Financial position peaked at $3.18M in Q1 2018.
  • 418 funds tracked by Wall St. Rank held LPL Financial as of Q2 2021.

Based on EAM Investors's 13F filing for Q2 2021, filed 13 Aug 2021.