GEA
LPLA icon

Glen Eagle Advisors’s LPL Financial LPLA Stock Holding History

Glen Eagle Advisors’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
2021
Q4 		– Sell
-20
Closed -$3.13K – 1022
2021
Q3 		$3.13K Hold
20
– – ﹤0.01% 870
2021
Q2 		$2.7K Hold
20
– – ﹤0.01% 889
2021
Q1 		$2.84K Hold
20
– – ﹤0.01% 844
2020
Q4 		$2.08K Hold
20
– – ﹤0.01% 849
2020
Q3 		$1.53K Hold
20
– – ﹤0.01% 814
2020
Q2 		$1.57K Buy
+20
New +$1.34K ﹤0.01% 775

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return