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Jefferies Group’s LPL Financial LPLA Stock Holding History

Jefferies 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
2017
Q2 		– Sell
-100,400
Closed -$4M – 2414
2017
Q1 		$4M Buy
+100,400
New +$3.95M 0.03% 591
2016
Q4 		– Sell
-222,600
Closed -$6.66M – 2357
2016
Q3 		$6.66M Buy
+222,600
New +$6.02M 0.03% 431

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Jefferies Group's LPLA Position: Q3 2022 in Review

Jefferies Group opened a new position in LPL Financial (LPLA) in Q3 2022: 2,705 shares worth $591K. The stake represents ﹤0.01% of the portfolio and ranks #984 among its holdings. This is a return to the name: Jefferies Group previously reported a position in LPLA as recently as Q1 2022.

Jefferies Group first reported a position in LPLA in Q1 2014 and has held it in 14 quarters since. The position peaked at $3.65M in Q1 2022. 581 funds tracked by Wall St. Rank hold LPLA as of Q3 2022.

  • Jefferies Group held 2,705 shares of LPL Financial worth $591K as of Q3 2022.
  • LPL Financial was a new Jefferies Group position in Q3 2022.
  • LPL Financial made up ﹤0.01% of Jefferies Group's portfolio in Q3 2022, its #984 holding.
  • Jefferies Group first reported a position in LPL Financial in Q1 2014 and has held it in 14 quarters since.
  • Jefferies Group's LPL Financial position peaked at $3.65M in Q1 2022.
  • 581 funds tracked by Wall St. Rank held LPL Financial as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.