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Grey Street Capital’s LPL Financial LPLA Stock Holding History

Grey Street Capital’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
Q1 		$755K Buy
+2,859
New +$722K 0.1% 226

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Grey Street Capital's LPLA Position: Q1 2024 in Review

Grey Street Capital opened a new position in LPL Financial (LPLA) in Q1 2024: 2,859 shares worth $755K. The stake represents 0.1% of the portfolio and ranks #226 among its holdings.

648 funds tracked by Wall St. Rank hold LPLA as of Q1 2024.

  • Grey Street Capital held 2,859 shares of LPL Financial worth $755K as of Q1 2024.
  • LPL Financial was a new Grey Street Capital position in Q1 2024.
  • LPL Financial made up 0.1% of Grey Street Capital's portfolio in Q1 2024, its #226 holding.
  • 648 funds tracked by Wall St. Rank held LPL Financial as of Q1 2024.

Based on Grey Street Capital's 13F filing for Q1 2024, filed 9 Aug 2024.