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HBK Investments’s LPL Financial LPLA Stock Holding History

HBK Investments’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
2025
Q2 		– Sell
-10,000
Closed -$3.27M – 263
2025
Q1 		$3.27M Buy
+10,000
New +$3.48M 0.06% 125
2023
Q2 		– Sell
-5,380
Closed -$1.09M – 501
2023
Q1 		$1.09M Buy
+5,380
New +$1.23M 0.04% 221
2019
Q2 		– Sell
-23,750
Closed -$1.65M – 887
2019
Q1 		$1.65M Buy
23,750
+14,803
+165% +$1.07M 0.02% 560
2018
Q4 		$546K Sell
8,947
-7,301
-45% -$445K 0.01% 869
2018
Q3 		$1.05M Sell
16,248
-29,628
-65% -$1.96M 0.01% 704
2018
Q2 		$3.01M Sell
45,876
-43,124
-48% -$2.83M 0.03% 387
2018
Q1 		$5.43M Buy
89,000
+67,115
+307% +$4.16M 0.05% 252
2017
Q4 		$1.25M Buy
21,885
+7,385
+51% +$389K 0.01% 559
2017
Q3 		$748K Buy
14,500
+8,374
+137% +$385K 0.01% 700
2017
Q2 		$260K Buy
+6,126
New +$249K ﹤0.01% 835
2014
Q4 		– Sell
-23,500
Closed -$1.08M – 1071
2014
Q3 		$1.08M Buy
23,500
+8,893
+61% +$429K 0.03% 524
2014
Q2 		$727K Sell
14,607
-8,193
-36% -$397K 0.02% 596
2014
Q1 		$1.2M Buy
22,800
+12,600
+124% +$665K 0.03% 437
2013
Q4 		$480K Sell
10,200
-983
-9% -$41.2K 0.01% 660
2013
Q3 		$428K Buy
+11,183
New +$428K 0.01% 666

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return