HighTower Advisors
LPLA icon

HighTower Advisors’s LPL Financial LPLA Stock Holding History

HighTower Advisors’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
2026
Q2 		$3.45M Sell
12,255
-993
-7% -$298K ﹤0.01% 1448
2026
Q1 		$3.99M Buy
13,248
+528
+4% +$177K ﹤0.01% 1321
2025
Q4 		$4.54M Sell
12,720
-143
-1% -$50.6K 0.01% 1217
2025
Q3 		$4.28M Sell
12,863
-156
-1% -$56.5K ﹤0.01% 1210
2025
Q2 		$4.88M Sell
13,019
-743
-5% -$260K 0.01% 1095
2025
Q1 		$4.5M Sell
13,762
-1,438
-9% -$501K 0.01% 1101
2024
Q4 		$4.96M Buy
15,200
+2,417
+19% +$715K 0.01% 1052
2024
Q3 		$2.97M Buy
12,783
+923
+8% +$208K ﹤0.01% 1288
2024
Q2 		$3.31M Buy
11,860
+105
+0.9% +$28.5K 0.01% 1186
2024
Q1 		$3.11M Buy
11,755
+5,134
+78% +$1.3M 0.01% 1196
2023
Q4 		$1.51M Sell
6,621
-90
-1% -$20.2K ﹤0.01% 1602
2023
Q3 		$1.59M Buy
6,711
+110
+2% +$25.5K ﹤0.01% 1503
2023
Q2 		$1.44M Sell
6,601
-4,194
-39% -$840K ﹤0.01% 1543
2023
Q1 		$2.17M Buy
10,795
+6,475
+150% +$1.48M ﹤0.01% 1238
2022
Q4 		$935K Buy
4,320
+298
+7% +$69.7K ﹤0.01% 1714
2022
Q3 		$878K Buy
4,022
+673
+20% +$143K ﹤0.01% 1682
2022
Q2 		$623K Buy
3,349
+1,177
+54% +$224K ﹤0.01% 1910
2022
Q1 		$395K Buy
2,172
+489
+29% +$85.2K ﹤0.01% 2339
2021
Q4 		$268K Buy
1,683
+58
+4% +$9.57K ﹤0.01% 2544
2021
Q3 		$256K Buy
1,625
+59
+4% +$8.47K ﹤0.01% 2533
2021
Q2 		$214K Buy
1,566
+122
+8% +$17.7K ﹤0.01% 2618
2021
Q1 		$206K Buy
+1,444
New +$184K ﹤0.01% 2586
2018
Q3 		– Sell
-6,908
Closed -$454K – 2365
2018
Q2 		$454K Sell
6,908
-12,161
-64% -$799K ﹤0.01% 1489
2018
Q1 		$1.17M Sell
19,069
-3,207
-14% -$199K 0.01% 1012
2017
Q4 		$1.27M Buy
+22,276
New +$1.17M 0.01% 997
2015
Q4 		– Sell
-24,445
Closed -$966K – 2099
2015
Q3 		$966K Buy
24,445
+17,714
+263% +$762K 0.01% 904
2015
Q2 		$313K Buy
+6,731
New +$291K 0.01% 1177

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HighTower Advisors's LPLA Position: Q2 2026 in Review

HighTower Advisors reduced its LPL Financial (LPLA) stake by 7.5% in Q2 2026, selling an estimated $298K and leaving 12,255 shares worth $3.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

HighTower Advisors first reported a position in LPLA in Q2 2015 and has held it in 27 quarters since. The position peaked at $4.96M in Q4 2024. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • HighTower Advisors held 12,255 shares of LPL Financial worth $3.45M as of Q2 2026.
  • HighTower Advisors sold 993 LPL Financial shares in Q2 2026, an estimated $298K.
  • LPL Financial made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1448 holding.
  • HighTower Advisors first reported a position in LPL Financial in Q2 2015 and has held it in 27 quarters since.
  • HighTower Advisors's LPL Financial position peaked at $4.96M in Q4 2024.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.