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HighTower Trust’s LPL Financial LPLA Stock Holding History

HighTower 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
2022
Q3 		– Sell
-3,936
Closed -$340 – 294
2022
Q2 		$340 Buy
+3,936
New +$748K 0.04% 177

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

HighTower Trust's LPLA Position: Q3 2022 in Review

HighTower Trust sold out of LPL Financial (LPLA) in Q3 2022, closing a stake of 3,936 shares — an estimated $340 sold.

HighTower Trust first reported a position in LPLA in Q2 2022 and held it in 1 quarter. The position peaked at $340 in Q2 2022. 581 funds tracked by Wall St. Rank hold LPLA as of Q3 2022.

  • HighTower Trust reported no remaining LPL Financial position as of Q3 2022 after selling out during the quarter.
  • HighTower Trust sold 3,936 LPL Financial shares in Q3 2022, an estimated $340.
  • HighTower Trust first reported a position in LPL Financial in Q2 2022 and held it in 1 quarter.
  • HighTower Trust's LPL Financial position peaked at $340 in Q2 2022.
  • 581 funds tracked by Wall St. Rank held LPL Financial as of Q3 2022.

Based on HighTower Trust's 13F filing for Q3 2022, filed 7 Oct 2022.