Hudson Bay Capital Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $40.7M | Buy |
135,324
+55,227
| +69% | +$18.5M | 0.24% | 125 |
|
|
2025
Q4 | $28.6M | Sell |
80,097
-19,021
| -19% | -$6.73M | 0.16% | 183 |
|
|
2025
Q3 | $33M | Buy |
99,118
+7,042
| +8% | +$2.55M | 0.2% | 158 |
|
|
2025
Q2 | $34.5M | Sell |
92,076
-160,503
| -64% | -$56.2M | 0.23% | 137 |
|
|
2025
Q1 | $82.6M | Buy |
252,579
+66,644
| +36% | +$23.2M | 0.52% | 92 |
|
|
2024
Q4 | $60.7M | Buy |
185,935
+96,988
| +109% | +$28.7M | 0.37% | 103 |
|
|
2024
Q3 | $20.7M | Buy |
+88,947
| New | +$20M | 0.14% | 169 |
|
|
2023
Q4 | – | Sell |
-50,000
| Closed | -$11.9M | – | 837 |
|
|
2023
Q3 | $11.9M | Buy |
50,000
+15,000
| +43% | +$3.48M | 0.11% | 142 |
|
|
2023
Q2 | $7.61M | Sell |
35,000
-15,000
| -30% | -$3M | 0.08% | 219 |
|
|
2023
Q1 | $10.1M | Buy |
+50,000
| New | +$11.4M | 0.11% | 168 |
|
|
2022
Q3 | – | Sell |
-40,000
| Closed | -$7.38M | – | 1297 |
|
|
2022
Q2 | $7.38M | Buy |
+40,000
| New | +$7.6M | 0.07% | 275 |
|
|
2021
Q2 | – | Sell |
-70,000
| Closed | -$9.95M | – | 998 |
|
|
2021
Q1 | $9.95M | Buy |
70,000
+20,000
| +40% | +$2.55M | 0.14% | 119 |
|
|
2020
Q4 | $5.21M | Sell |
50,000
-35,000
| -41% | -$3.15M | 0.07% | 219 |
|
|
2020
Q3 | $6.52M | Sell |
85,000
-40,000
| -32% | -$3.18M | 0.11% | 190 |
|
|
2020
Q2 | $9.8M | Buy |
+125,000
| New | +$8.35M | 0.18% | 100 |
|
|
2020
Q1 | – | Sell |
-50,000
| Closed | -$4.61M | – | 558 |
|
|
2019
Q4 | $4.61M | Buy |
+50,000
| New | +$4.29M | 0.11% | 183 |
|
|
2019
Q1 | – | Sell |
-91,067
| Closed | -$5.56M | – | 856 |
|
|
2018
Q4 | $5.56M | Buy |
+91,067
| New | +$5.55M | 0.17% | 258 |
|
|
2018
Q3 | – | Sell |
-111,302
| Closed | -$7.29M | – | 860 |
|
|
2018
Q2 | $7.29M | Sell |
111,302
-35,509
| -24% | -$2.33M | 0.21% | 191 |
|
|
2018
Q1 | $8.97M | Sell |
146,811
-136,230
| -48% | -$8.44M | 0.34% | 132 |
|
|
2017
Q4 | $16.2M | Buy |
+283,041
| New | +$14.9M | 0.56% | 43 |
|
Other funds holding LPLA
VPM
VCM
SC
