HIM
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Hillsdale Investment Management’s LPL Financial LPLA Stock Holding History

Hillsdale Investment Management’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
-3,370
Closed -$784K – 635
2024
Q3 		$784K Buy
+3,370
New +$759K 0.06% 266
2023
Q3 		– Sell
-2,205
Closed -$479K – 617
2023
Q2 		$479K Hold
2,205
– – 0.04% 249
2023
Q1 		$446K Sell
2,205
-50
-2% -$11.4K 0.04% 339
2022
Q4 		$487K Buy
+2,255
New +$527K 0.04% 350
2021
Q1 		– Sell
-5,500
Closed -$574K – 620
2020
Q4 		$574K Sell
5,500
-310
-5% -$27.9K 0.05% 307
2020
Q3 		$445K Sell
5,810
-300
-5% -$23.8K 0.04% 348
2020
Q2 		$479K Sell
6,110
-1,200
-16% -$80.2K 0.04% 330
2020
Q1 		$398K Hold
7,310
– – 0.05% 333
2019
Q4 		$674K Sell
7,310
-200
-3% -$17.2K 0.06% 295
2019
Q3 		$615K Hold
7,510
– – 0.05% 296
2019
Q2 		$613K Hold
7,510
– – 0.06% 288
2019
Q1 		$524K Buy
7,510
+300
+4% +$21.6K 0.05% 295
2018
Q4 		$441K Buy
+7,210
New +$440K 0.05% 282
2017
Q4 		– Sell
-8,760
Closed -$452K – 506
2017
Q3 		$452K Buy
+8,760
New +$403K 0.08% 194
2014
Q3 		– Sell
-100
Closed -$5K – 567
2014
Q2 		$5K Sell
100
-4,700
-98% -$228K ﹤0.01% 523
2014
Q1 		$252K Sell
4,800
-1,400
-23% -$73.9K 0.07% 252
2013
Q4 		$292K Buy
+6,200
New +$260K 0.09% 213

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Hillsdale Investment Management's LPLA Position: Q4 2024 in Review

Hillsdale Investment Management sold out of LPL Financial (LPLA) in Q4 2024, closing a stake of 3,370 shares — an estimated $784K sold.

Hillsdale Investment Management first reported a position in LPLA in Q4 2013 and held it in 17 quarters. The position peaked at $784K in Q3 2024. 726 funds tracked by Wall St. Rank hold LPLA as of Q4 2024.

  • Hillsdale Investment Management reported no remaining LPL Financial position as of Q4 2024 after selling out during the quarter.
  • Hillsdale Investment Management sold 3,370 LPL Financial shares in Q4 2024, an estimated $784K.
  • Hillsdale Investment Management first reported a position in LPL Financial in Q4 2013 and held it in 17 quarters.
  • Hillsdale Investment Management's LPL Financial position peaked at $784K in Q3 2024.
  • 726 funds tracked by Wall St. Rank held LPL Financial as of Q4 2024.

Based on Hillsdale Investment Management's 13F filing for Q4 2024, filed 11 Feb 2025.