GW&K Investment Management’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$17.1M Sell
2025
Q2
$20M Sell
2025
Q1
$17.6M Buy
2021
Q4
Sell
2021
Q3
$149K Buy
2021
Q2
$94K Buy