Gladstone Institutional Advisory’s LPL Financial LPLA Stock Holding History

Gladstone Institutional Advisory’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
2025 Q4	–	Sell	-2,089	Closed	-$695K	–	825
2025 Q3	$695K	Buy	2,089 +235	+13%	+$85.2K	0.03%	438
2025 Q2	$695K	Sell	1,854 -165	-8%	-$57.8K	0.03%	414
2025 Q1	$661K	Buy	+2,019	New	+$703K	0.03%	405
2024 Q3	–	Sell	-2,467	Closed	-$689K	–	711
2024 Q2	$689K	Sell	2,467 -51	-2%	-$13.8K	0.04%	369
2024 Q1	$665K	Buy	+2,518	New	+$636K	0.04%	360
2023 Q4	–	Sell	-1,716	Closed	-$408K	–	682
2023 Q3	$408K	Sell	1,716 -241	-12%	-$56K	0.03%	424
2023 Q2	$426K	Buy	1,957 +593	+43%	+$119K	0.03%	434
2023 Q1	$276K	Buy	+1,364	New	+$312K	0.02%	550
2022 Q4	–	Sell	-953	Closed	-$208K	–	671
2022 Q3	$208K	Buy	+953	New	+$203K	0.02%	573
2022 Q2	–	Sell	-1,172	Closed	-$214K	–	696
2022 Q1	$214K	Sell	1,172 -128	-10%	-$22.3K	0.01%	652
2021 Q4	$208K	Buy	+1,300	New	+$215K	0.02%	555

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Gladstone Institutional Advisory's LPLA Position: Q4 2025 in Review

Gladstone Institutional Advisory sold out of LPL Financial (LPLA) in Q4 2025, closing a stake of 2,089 shares — an estimated $695K sold.

Gladstone Institutional Advisory first reported a position in LPLA in Q4 2021 and held it in 11 quarters. The position peaked at $695K in Q3 2025. 827 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

Gladstone Institutional Advisory reported no remaining LPL Financial position as of Q4 2025 after selling out during the quarter.
Gladstone Institutional Advisory sold 2,089 LPL Financial shares in Q4 2025, an estimated $695K.
Gladstone Institutional Advisory first reported a position in LPL Financial in Q4 2021 and held it in 11 quarters.
Gladstone Institutional Advisory's LPL Financial position peaked at $695K in Q3 2025.
827 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.