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Freedom Investment Management’s LPL Financial LPLA Stock Holding History

Freedom Investment Management’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
2024
Q4 		– Sell
-972
Closed -$226K – 795
2024
Q3 		$226K Sell
972
-3,084
-76% -$695K 0.02% 682
2024
Q2 		$1.13M Sell
4,056
-773
-16% -$210K 0.09% 207
2024
Q1 		$1.28M Sell
4,829
-802
-14% -$202K 0.1% 188
2023
Q4 		$1.28M Sell
5,631
-1,407
-20% -$316K 0.1% 180
2023
Q3 		$1.67M Sell
7,038
-960
-12% -$223K 0.2% 112
2023
Q2 		$1.74M Sell
7,998
-1,283
-14% -$257K 0.2% 116
2023
Q1 		$1.88M Sell
9,281
-308
-3% -$70.4K 0.21% 118
2022
Q4 		$2.07M Buy
9,589
+477
+5% +$112K 0.23% 105
2022
Q3 		$1.99M Buy
9,112
+209
+2% +$44.5K 0.23% 102
2022
Q2 		$1.64M Sell
8,903
-2,824
-24% -$536K 0.18% 144
2022
Q1 		$2.14M Buy
11,727
+509
+5% +$88.6K 0.19% 128
2021
Q4 		$1.8M Sell
11,218
-1,142
-9% -$188K 0.13% 197
2021
Q3 		$1.94M Buy
12,360
+4,411
+55% +$634K 0.15% 177
2021
Q2 		$1.07M Sell
7,949
-2,461
-24% -$358K 0.08% 306
2021
Q1 		$1.48M Buy
10,410
+964
+10% +$123K 0.12% 212
2020
Q4 		$984K Buy
9,446
+2,459
+35% +$221K 0.11% 186
2020
Q3 		$536K Buy
6,987
+280
+4% +$22.2K 0.06% 272
2020
Q2 		$526K Buy
6,707
+402
+6% +$26.9K 0.06% 261
2020
Q1 		$596K Buy
6,305
+564
+10% +$45.5K 0.05% 300
2019
Q4 		$530K Sell
5,741
-582
-9% -$50K 0.05% 334
2019
Q3 		$518K Buy
6,323
+1,252
+25% +$100K 0.05% 348
2019
Q2 		$414K Buy
5,071
+1,472
+41% +$116K 0.03% 413
2019
Q1 		$251K Sell
3,599
-2,533
-41% -$183K 0.02% 575
2018
Q4 		$375K Sell
6,132
-1,433
-19% -$87.4K 0.03% 496
2018
Q3 		$504K Buy
7,565
+802
+12% +$53.2K 0.03% 511
2018
Q2 		$443K Sell
6,763
-1,005
-13% -$66K 0.03% 605
2018
Q1 		$474K Buy
7,768
+220
+3% +$13.6K 0.02% 650
2017
Q4 		$431K Buy
+7,548
New +$397K 0.02% 702

Other funds holding LPLA

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Freedom Investment Management's LPLA Position: Q4 2024 in Review

Freedom Investment Management sold out of LPL Financial (LPLA) in Q4 2024, closing a stake of 972 shares — an estimated $226K sold.

Freedom Investment Management first reported a position in LPLA in Q4 2017 and held it in 28 quarters. The position peaked at $2.14M in Q1 2022. 726 funds tracked by Wall St. Rank hold LPLA as of Q4 2024.

  • Freedom Investment Management reported no remaining LPL Financial position as of Q4 2024 after selling out during the quarter.
  • Freedom Investment Management sold 972 LPL Financial shares in Q4 2024, an estimated $226K.
  • Freedom Investment Management first reported a position in LPL Financial in Q4 2017 and held it in 28 quarters.
  • Freedom Investment Management's LPL Financial position peaked at $2.14M in Q1 2022.
  • 726 funds tracked by Wall St. Rank held LPL Financial as of Q4 2024.

Based on Freedom Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.