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Hutchens & Kramer Investment Management Group’s LPL Financial LPLA Stock Holding History

Hutchens & Kramer Investment Management Group’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
Q3 		– Sell
-835
Closed -$311K – 182
2025
Q2 		$311K Sell
835
-125
-13% -$43.8K 0.14% 104
2025
Q1 		$314K Buy
960
+2
+0.2% +$696 0.17% 97
2024
Q4 		$313K Buy
958
+51
+6% +$15.1K 0.17% 102
2024
Q3 		$208K Buy
907
+27
+3% +$6.08K 0.12% 150
2024
Q2 		$248K Buy
+880
New +$239K 0.14% 120
2023
Q4 		– Sell
-913
Closed -$217K – 138
2023
Q3 		$217K Sell
913
-99
-10% -$23K 0.17% 103
2023
Q2 		$220K Buy
1,012
+4
+0.4% +$801 0.18% 110
2023
Q1 		$204K Sell
1,008
-9
-0.9% -$2.06K 0.18% 115
2022
Q4 		$220K Sell
1,017
-462
-31% -$108K 0.16% 93
2022
Q3 		$334K Sell
1,479
-195
-12% -$41.5K 0.27% 60
2022
Q2 		$303K Sell
1,674
-73
-4% -$13.9K 0.22% 78
2022
Q1 		$320K Hold
1,747
– – 0.18% 86
2021
Q4 		$326K Buy
+1,747
New +$288K 0.21% 78

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's LPLA Position: Q3 2025 in Review

Hutchens & Kramer Investment Management Group sold out of LPL Financial (LPLA) in Q3 2025, closing a stake of 835 shares — an estimated $311K sold.

Hutchens & Kramer Investment Management Group first reported a position in LPLA in Q4 2021 and held it in 13 quarters. The position peaked at $334K in Q3 2022. 757 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

  • Hutchens & Kramer Investment Management Group reported no remaining LPL Financial position as of Q3 2025 after selling out during the quarter.
  • Hutchens & Kramer Investment Management Group sold 835 LPL Financial shares in Q3 2025, an estimated $311K.
  • Hutchens & Kramer Investment Management Group first reported a position in LPL Financial in Q4 2021 and held it in 13 quarters.
  • Hutchens & Kramer Investment Management Group's LPL Financial position peaked at $334K in Q3 2022.
  • 757 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q3 2025, filed 3 Nov 2025.