Institutional & Family Asset Management’s LPL Financial LPLA Stock Holding History

Institutional & Family Asset 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 Q2	$838	Hold	3	–	–	﹤0.01%	659
2024 Q1	$793	Sell	3 -3	-50%	-$757	﹤0.01%	658
2023 Q4	$1.37K	Hold	6	–	–	﹤0.01%	587
2023 Q3	$1.43K	Hold	6	–	–	﹤0.01%	583
2023 Q2	$1.3K	Hold	6	–	–	﹤0.01%	599
2023 Q1	$1.21K	Hold	6	–	–	﹤0.01%	608
2022 Q4	$1.3K	Hold	6	–	–	﹤0.01%	587
2022 Q3	$1K	Hold	6	–	–	﹤0.01%	649
2022 Q2	$1K	Sell	6 -3	-33%	-$570	﹤0.01%	666
2022 Q1	$2K	Hold	9	–	–	﹤0.01%	651
2021 Q4	$1K	Hold	9	–	–	﹤0.01%	730
2021 Q3	$1K	Sell	9 -6	-40%	-$862	﹤0.01%	847
2021 Q2	$2K	Hold	15	–	–	﹤0.01%	828
2021 Q1	$2K	Sell	15 -9	-38%	-$1.15K	﹤0.01%	803
2020 Q4	$3K	Sell	24 -1	-4%	-$90	﹤0.01%	711
2020 Q3	$2K	Buy	25 +11	+79%	+$873	﹤0.01%	709
2020 Q2	$1K	Buy	+14	New	+$935	﹤0.01%	786

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Institutional & Family Asset Management's LPLA Position: Q2 2024 in Review

Institutional & Family Asset Management held its LPL Financial (LPLA) position steady in Q2 2024 at 3 shares worth $838. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Institutional & Family Asset Management first reported a position in LPLA in Q2 2020 and has held it in 17 quarters since. The position peaked at $3K in Q4 2020. 677 funds tracked by Wall St. Rank hold LPLA as of Q2 2024.

Institutional & Family Asset Management held 3 shares of LPL Financial worth $838 as of Q2 2024.
Institutional & Family Asset Management left its LPL Financial share count unchanged in Q2 2024.
LPL Financial made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #659 holding.
Institutional & Family Asset Management first reported a position in LPL Financial in Q2 2020 and has held it in 17 quarters since.
Institutional & Family Asset Management's LPL Financial position peaked at $3K in Q4 2020.
677 funds tracked by Wall St. Rank held LPL Financial as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.