Fort Washington Investment Advisors’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$105M Buy
348,101
+96,704
+38% +$32.4M 0.58% 39
2025
Q4
$89.8M Buy
251,397
+28,253
+13% +$9.99M 0.48% 47
2025
Q3
$74.2M Buy
223,144
+153,897
+222% +$55.8M 0.4% 61
2025
Q2
$26M Buy
69,247
+3,322
+5% +$1.16M 0.15% 134
2025
Q1
$21.6M Sell
65,925
-140
-0.2% -$48.7K 0.13% 152
2024
Q4
$21.6M Sell
66,065
-1,401
-2% -$414K 0.13% 151
2024
Q3
$15.7M Buy
67,466
+13,214
+24% +$2.98M 0.1% 191
2024
Q2
$15.2M Sell
54,252
-148
-0.3% -$40.2K 0.1% 169
2024
Q1
$14.4M Sell
54,400
-16,870
-24% -$4.26M 0.09% 184
2023
Q4
$16.2M Sell
71,270
-29
-0% -$6.52K 0.11% 179
2023
Q3
$16.9M Hold
71,299
0.13% 145
2023
Q2
$15.5M Sell
71,299
-15
-0% -$3K 0.11% 161
2023
Q1
$14.4M Hold
71,314
0.11% 159
2022
Q4
$15.4M Sell
71,314
-44,659
-39% -$10.4M 0.12% 148
2022
Q3
$25.3M Sell
115,973
-88,151
-43% -$18.7M 0.21% 113
2022
Q2
$37.7M Hold
204,124
0.29% 93
2022
Q1
$37.3M Buy
204,124
+4,432
+2% +$772K 0.24% 106
2021
Q4
$32M Buy
199,692
+1,941
+1% +$320K 0.19% 116
2021
Q3
$31M Sell
197,751
-5,266
-3% -$756K 0.2% 112
2021
Q2
$27.4M Buy
203,017
+8,904
+5% +$1.29M 0.24% 71
2021
Q1
$27.6M Buy
+194,113
New +$24.8M 0.27% 67

Other funds holding LPLA