GT
LPLA icon

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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Glenview Trust's LPLA Position: Q1 2023 in Review

Glenview Trust sold out of LPL Financial (LPLA) in Q1 2023, closing a stake of 3,553 shares — an estimated $768K sold.

Glenview Trust first reported a position in LPLA in Q2 2021 and held it in 7 quarters. The position peaked at $855K in Q3 2022. 614 funds tracked by Wall St. Rank hold LPLA as of Q1 2023.

  • Glenview Trust reported no remaining LPL Financial position as of Q1 2023 after selling out during the quarter.
  • Glenview Trust sold 3,553 LPL Financial shares in Q1 2023, an estimated $768K.
  • Glenview Trust first reported a position in LPL Financial in Q2 2021 and held it in 7 quarters.
  • Glenview Trust's LPL Financial position peaked at $855K in Q3 2022.
  • 614 funds tracked by Wall St. Rank held LPL Financial as of Q1 2023.

Based on Glenview Trust's 13F filing for Q1 2023, filed 9 May 2023.