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HRT Financial’s LPL Financial LPLA Stock Holding History

HRT Financial’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
Q1 		– Sell
-20,801
Closed -$6.79M – 3006
2024
Q4 		$6.79M Buy
+20,801
New +$6.15M 0.04% 316
2024
Q2 		– Sell
-4,237
Closed -$1.12M – 2708
2024
Q1 		$1.12M Buy
+4,237
New +$1.07M 0.01% 829
2023
Q4 		– Sell
-18,435
Closed -$4.38M – 2745
2023
Q3 		$4.38M Sell
18,435
-3,813
-17% -$885K 0.04% 336
2023
Q2 		$4.84M Buy
+22,248
New +$4.46M 0.05% 293
2023
Q1 		– Sell
-68,604
Closed -$14.8M – 2879
2022
Q4 		$14.8M Sell
68,604
-248,838
-78% -$58.2M 0.21% 85
2022
Q3 		$69.4M Buy
317,442
+311,561
+5,298% +$66.3M 0.75% 17
2022
Q2 		$1.08M Sell
5,881
-34,445
-85% -$6.54M 0.01% 858
2022
Q1 		$7.37M Buy
+40,326
New +$7.02M 0.05% 196
2021
Q4 		– Sell
-46,486
Closed -$7.29M – 3680
2021
Q3 		$7.29M Buy
+46,486
New +$6.68M 0.04% 224
2021
Q2 		– Sell
-2,615
Closed -$371K – 3229
2021
Q1 		$371K Buy
+2,615
New +$334K ﹤0.01% 1988
2020
Q4 		– Sell
-19,268
Closed -$1.48M – 2190
2020
Q3 		$1.48M Sell
19,268
-6,735
-26% -$535K 0.04% 345
2020
Q2 		$2.04M Buy
+26,003
New +$1.74M 0.06% 336
2020
Q1 		– Sell
-2,917
Closed -$269K – 1105
2019
Q4 		$269K Sell
2,917
-10,883
-79% -$934K 0.01% 793
2019
Q3 		$1.13M Buy
+13,800
New +$1.1M 0.05% 326
2019
Q2 		– Sell
-4,180
Closed -$291K – 844
2019
Q1 		$291K Buy
+4,180
New +$301K 0.05% 298

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HRT Financial's LPLA Position: Q1 2025 in Review

HRT Financial sold out of LPL Financial (LPLA) in Q1 2025, closing a stake of 20,801 shares — an estimated $6.79M sold.

HRT Financial first reported a position in LPLA in Q1 2019 and held it in 15 quarters. The position peaked at $69.4M in Q3 2022. 789 funds tracked by Wall St. Rank hold LPLA as of Q1 2025.

  • HRT Financial reported no remaining LPL Financial position as of Q1 2025 after selling out during the quarter.
  • HRT Financial sold 20,801 LPL Financial shares in Q1 2025, an estimated $6.79M.
  • HRT Financial first reported a position in LPL Financial in Q1 2019 and held it in 15 quarters.
  • HRT Financial's LPL Financial position peaked at $69.4M in Q3 2022.
  • 789 funds tracked by Wall St. Rank held LPL Financial as of Q1 2025.

Based on HRT Financial's 13F filing for Q1 2025, filed 15 May 2025.