EIP
Epoch Investment Partners’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217M | Sell |
579,620
-5,946
| -1% | -$2.23M | 1.12% | 15 |
|
|
2025
Q1 | $192M | Sell |
585,566
-140,006
| -19% | -$45.8M | 0.99% | 19 |
|
|
2024
Q4 | $237M | Buy |
725,572
+25,538
| +4% | +$8.34M | 1.15% | 13 |
|
|
2024
Q3 | $163M | Buy |
700,034
+53,694
| +8% | +$12.5M | 0.73% | 35 |
|
|
2024
Q2 | $181M | Sell |
646,340
-281,029
| -30% | -$78.5M | 0.82% | 28 |
|
|
2024
Q1 | $245M | Buy |
927,369
+153,072
| +20% | +$40.4M | 1.09% | 8 |
|
|
2023
Q4 | $176M | Buy |
774,297
+364,597
| +89% | +$83M | 0.8% | 21 |
|
|
2023
Q3 | $97.4M | Sell |
409,700
-10,857
| -3% | -$2.58M | 0.62% | 46 |
|
|
2023
Q2 | $91.4M | Buy |
420,557
+233,145
| +124% | +$50.7M | 0.53% | 55 |
|
|
2023
Q1 | $37.9M | Sell |
187,412
-2,687
| -1% | -$544K | 0.23% | 152 |
|
|
2022
Q4 | $41.1M | Sell |
190,099
-102,365
| -35% | -$22.1M | 0.25% | 142 |
|
|
2022
Q3 | $63.9M | Sell |
292,464
-42,854
| -13% | -$9.36M | 0.42% | 80 |
|
|
2022
Q2 | $61.9M | Buy |
335,318
+2,782
| +0.8% | +$513K | 0.36% | 96 |
|
|
2022
Q1 | $60.7M | Sell |
332,536
-43,308
| -12% | -$7.91M | 0.3% | 113 |
|
|
2021
Q4 | $60.2M | Sell |
375,844
-21,989
| -6% | -$3.52M | 0.31% | 114 |
|
|
2021
Q3 | $62.4M | Buy |
397,833
+11,678
| +3% | +$1.83M | 0.35% | 96 |
|
|
2021
Q2 | $52.1M | Buy |
386,155
+6,663
| +2% | +$899K | 0.28% | 110 |
|
|
2021
Q1 | $53.9M | Sell |
379,492
-218,235
| -37% | -$31M | 0.25% | 126 |
|
|
2020
Q4 | $62.3M | Buy |
597,727
+319,607
| +115% | +$33.3M | 0.29% | 119 |
|
|
2020
Q3 | $21.3M | Buy |
+278,120
| New | +$21.3M | 0.11% | 165 |
|