Janus Henderson Group’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
$1.1B Buy
3,666,780
+289,227
+9% +$97M 0.53% 32
2025
Q4
$1.21B Buy
3,377,553
+280,202
+9% +$99.1M 0.54% 33
2025
Q3
$1.03B Buy
3,097,351
+19,674
+0.6% +$7.13M 0.47% 42
2025
Q2
$1.15B Buy
3,077,677
+11,323
+0.4% +$3.97M 0.57% 31
2025
Q1
$1.03B Buy
3,066,354
+15,825
+0.5% +$5.51M 0.57% 29
2024
Q4
$996M Buy
3,050,529
+522,032
+21% +$154M 0.51% 31
2024
Q3
$588M Sell
2,528,497
-13,688
-0.5% -$3.08M 0.3% 76
2024
Q2
$710M Sell
2,542,185
-33,530
-1% -$9.1M 0.38% 51
2024
Q1
$681M Sell
2,575,715
-267,917
-9% -$67.6M 0.37% 52
2023
Q4
$647M Sell
2,843,632
-235,136
-8% -$52.9M 0.39% 54
2023
Q3
$732M Sell
3,078,768
-301,300
-9% -$70M 0.48% 38
2023
Q2
$735M Buy
3,380,068
+74,072
+2% +$14.8M 0.46% 47
2023
Q1
$669M Sell
3,305,996
-156,828
-5% -$35.9M 0.44% 49
2022
Q4
$749M Sell
3,462,824
-8,091,360
-70% -$1.89B 0.53% 40
2022
Q3
$2.52B Buy
11,554,184
+4,399,033
+61% +$936M 0.95% 12
2022
Q2
$1.32B Sell
7,155,151
-618,036
-8% -$117M 0.91% 10
2022
Q1
$1.42B Buy
7,773,187
+16,824
+0.2% +$2.93M 0.69% 18
2021
Q4
$1.24B Sell
7,756,363
-55,904
-0.7% -$9.23M 0.52% 35
2021
Q3
$1.22B Sell
7,812,267
-109,508
-1% -$15.7M 0.54% 31
2021
Q2
$1.07B Sell
7,921,775
-138,382
-2% -$20.1M 0.46% 34
2021
Q1
$1.15B Sell
8,060,157
-58,122
-0.7% -$7.42M 0.52% 27
2020
Q4
$846M Sell
8,118,279
-42,260
-0.5% -$3.8M 0.39% 59
2020
Q3
$626M Sell
8,160,539
-506,688
-6% -$40.2M 0.33% 68
2020
Q2
$680M Sell
8,667,227
-327,112
-4% -$21.9M 0.38% 53
2020
Q1
$490M Sell
8,994,339
-647,468
-7% -$52.2M 0.34% 61
2019
Q4
$889M Sell
9,641,807
-236,323
-2% -$20.3M 0.46% 41
2019
Q3
$809M Sell
9,878,130
-59,053
-0.6% -$4.73M 0.44% 47
2019
Q2
$811M Sell
9,937,183
-87,804
-0.9% -$6.95M 0.44% 43
2019
Q1
$698M Sell
10,024,987
-87,903
-0.9% -$6.33M 0.39% 56
2018
Q4
$618M Buy
10,112,890
+191,209
+2% +$11.7M 0.39% 52
2018
Q3
$640M Sell
9,921,681
-65,577
-0.7% -$4.35M 0.34% 59
2018
Q2
$655M Buy
9,987,258
+148,911
+2% +$9.79M 0.37% 56
2018
Q1
$601M Buy
9,838,347
+226,733
+2% +$14.1M 0.35% 63
2017
Q4
$549M Buy
9,611,614
+243,208
+3% +$12.8M 0.33% 71
2017
Q3
$483M Sell
9,368,406
-33,420
-0.4% -$1.54M 0.31% 75
2017
Q2
$399M Buy
+9,401,826
New +$382M 0.27% 94

Other funds holding LPLA