Eaton Vance Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $45M | Buy |
205,820
+2,512
| +1% | +$534K | 0.07% | 284 |
|
|
2022
Q2 | $37.5M | Buy |
203,308
+17,580
| +9% | +$3.34M | 0.05% | 326 |
|
|
2022
Q1 | $33.9M | Buy |
185,728
+18,069
| +11% | +$3.15M | 0.04% | 386 |
|
|
2021
Q4 | $26.8M | Sell |
167,659
-29,291
| -15% | -$4.83M | 0.03% | 415 |
|
|
2021
Q3 | $30.9M | Sell |
196,950
-13,174
| -6% | -$1.89M | 0.04% | 354 |
|
|
2021
Q2 | $28.4M | Sell |
210,124
-7,011
| -3% | -$1.02M | 0.04% | 390 |
|
|
2021
Q1 | $30.9M | Hold |
217,135
| – | – | 0.05% | 351 |
|
|
2020
Q4 | $22.6M | Hold |
217,135
| – | – | 0.04% | 397 |
|
|
2020
Q3 | $16.6M | Sell |
217,135
-6,085
| -3% | -$483K | 0.03% | 393 |
|
|
2020
Q2 | $17.5M | Sell |
223,220
-17
| -0% | -$1.14K | 0.04% | 356 |
|
|
2020
Q1 | $12.2M | Buy |
223,237
+13
| +0% | +$1.05K | 0.03% | 373 |
|
|
2019
Q4 | $20.6M | Hold |
223,224
| – | – | 0.04% | 328 |
|
|
2019
Q3 | $18.3M | Buy |
223,224
+41
| +0% | +$3.28K | 0.04% | 331 |
|
|
2019
Q2 | $18.2M | Buy |
223,183
+157
| +0.1% | +$12.4K | 0.04% | 322 |
|
|
2019
Q1 | $15.5M | Sell |
223,026
-827
| -0.4% | -$59.6K | 0.04% | 326 |
|
|
2018
Q4 | $13.7M | Hold |
223,853
| – | – | 0.04% | 305 |
|
|
2018
Q3 | $14.4M | Buy |
223,853
+8,230
| +4% | +$546K | 0.03% | 338 |
|
|
2018
Q2 | $14.1M | Sell |
215,623
-196,523
| -48% | -$12.9M | 0.03% | 328 |
|
|
2018
Q1 | $25.2M | Buy |
412,146
+206,073
| +100% | +$12.8M | 0.03% | 351 |
|
|
2017
Q4 | $11.8M | Buy |
206,073
+106,602
| +107% | +$5.61M | 0.03% | 357 |
|
|
2017
Q3 | $5.13M | Hold |
99,471
| – | – | 0.01% | 500 |
|
|
2017
Q2 | $4.22M | Hold |
99,471
| – | – | 0.01% | 531 |
|
|
2017
Q1 | $3.96M | Hold |
99,471
| – | – | 0.01% | 518 |
|
|
2016
Q4 | $3.5M | Hold |
99,471
| – | – | 0.01% | 498 |
|
|
2016
Q3 | $2.98M | Hold |
99,471
| – | – | 0.01% | 510 |
|
|
2016
Q2 | $2.24M | Buy |
99,471
+23,276
| +31% | +$585K | 0.01% | 545 |
|
|
2016
Q1 | $1.89M | Hold |
76,195
| – | – | 0.01% | 562 |
|
|
2015
Q4 | $3.25M | Buy |
76,195
+33,730
| +79% | +$1.44M | 0.01% | 472 |
|
|
2015
Q3 | $1.69M | Hold |
42,465
| – | – | 0.01% | 584 |
|
|
2015
Q2 | $1.97M | Sell |
42,465
-539
| -1% | -$23.3K | 0.01% | 534 |
|
|
2015
Q1 | $1.89M | Hold |
43,004
| – | – | 0.01% | 572 |
|
|
2014
Q4 | $1.92M | Sell |
43,004
-8
| -0% | -$344 | 0.01% | 559 |
|
|
2014
Q3 | $1.98M | Sell |
43,012
-23
| -0.1% | -$1.11K | 0.01% | 539 |
|
|
2014
Q2 | $2.14M | Buy |
+43,035
| New | +$2.09M | 0.01% | 537 |
|
Other funds holding LPLA
LPC
CCP
Eaton Vance Management's LPLA Position: Q3 2022 in Review
Eaton Vance Management increased its LPL Financial (LPLA) stake by 1.2% in Q3 2022, buying an estimated $534K and bringing the position to 205,820 shares worth $45M. The position accounts for 0.07% of the portfolio, ranked #284.
Eaton Vance Management first reported a position in LPLA in Q2 2014 and has held it in 34 quarters since. 582 funds tracked by Wall St. Rank hold LPLA as of Q3 2022.
- Eaton Vance Management held 205,820 shares of LPL Financial worth $45M as of Q3 2022.
- Eaton Vance Management bought 2,512 LPL Financial shares in Q3 2022, an estimated $534K.
- LPL Financial made up 0.07% of Eaton Vance Management's portfolio in Q3 2022, its #284 holding.
- Eaton Vance Management first reported a position in LPL Financial in Q2 2014 and has held it in 34 quarters since.
- 582 funds tracked by Wall St. Rank held LPL Financial as of Q3 2022.
Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.