GT
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Glenview Trust’s LPL Financial LPLA Stock Holding History

Glenview Trust’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
2023
Q1 		– Sell
-3,553
Closed -$768K – 449
2022
Q4 		$768K Sell
3,553
-361
-9% -$84.4K 0.03% 255
2022
Q3 		$855K Buy
3,914
+323
+9% +$68.7K 0.03% 215
2022
Q2 		$662K Buy
3,591
+232
+7% +$44.1K 0.02% 238
2022
Q1 		$614K Buy
3,359
+116
+4% +$20.2K 0.02% 267
2021
Q4 		$519K Hold
3,243
– – 0.02% 290
2021
Q3 		$508K Buy
3,243
+652
+25% +$93.7K 0.02% 266
2021
Q2 		$350K Buy
+2,591
New +$377K 0.01% 328

Other funds holding LPLA

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return