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Hill Investment Group Partners’s LPL Financial LPLA Stock Holding History

Hill Investment Group Partners’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
Q4 		– Sell
-931
Closed -$263K – 82
2024
Q3 		$263K Sell
931
-9
-1% -$2.03K 0.04% 59
2024
Q2 		$207K Buy
940
+14
+2% +$3.8K 0.03% 70
2024
Q1 		$245K Buy
926
+1
+0.1% +$252 0.03% 63
2023
Q4 		$211K Buy
925
+1
+0.1% +$225 0.03% 65
2023
Q3 		$220K Buy
924
+1
+0.1% +$232 0.04% 58
2023
Q2 		$201K Buy
+923
New +$185K 0.04% 58

Other funds holding LPLA

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Hill Investment Group Partners's LPLA Position: Q4 2024 in Review

Hill Investment Group Partners sold out of LPL Financial (LPLA) in Q4 2024, closing a stake of 931 shares — an estimated $263K sold.

Hill Investment Group Partners first reported a position in LPLA in Q2 2023 and held it in 6 quarters. The position peaked at $263K in Q3 2024. 724 funds tracked by Wall St. Rank hold LPLA as of Q4 2024.

  • Hill Investment Group Partners reported no remaining LPL Financial position as of Q4 2024 after selling out during the quarter.
  • Hill Investment Group Partners sold 931 LPL Financial shares in Q4 2024, an estimated $263K.
  • Hill Investment Group Partners first reported a position in LPL Financial in Q2 2023 and held it in 6 quarters.
  • Hill Investment Group Partners's LPL Financial position peaked at $263K in Q3 2024.
  • 724 funds tracked by Wall St. Rank held LPL Financial as of Q4 2024.

Based on Hill Investment Group Partners's 13F filing for Q4 2024, filed 14 Feb 2025.