Kayne Anderson Rudnick Investment Management’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $959M | Sell |
2,557,458
-124,159
| -5% | -$46.6M | 2.29% | 1 |
|
|
2025
Q1 | $877M | Buy |
2,681,617
+20,881
| +0.8% | +$6.83M | 2.15% | 2 |
|
|
2024
Q4 | $869M | Buy |
2,660,736
+57,485
| +2% | +$18.8M | 2% | 4 |
|
|
2024
Q3 | $606M | Buy |
2,603,251
+13,458
| +0.5% | +$3.13M | 1.34% | 19 |
|
|
2024
Q2 | $723M | Buy |
2,589,793
+233,242
| +10% | +$65.1M | 1.77% | 9 |
|
|
2024
Q1 | $623M | Buy |
2,356,551
+162,730
| +7% | +$43M | 1.44% | 16 |
|
|
2023
Q4 | $499M | Buy |
2,193,821
+48,041
| +2% | +$10.9M | 1.25% | 22 |
|
|
2023
Q3 | $510M | Buy |
2,145,780
+79,869
| +4% | +$19M | 1.45% | 16 |
|
|
2023
Q2 | $449M | Buy |
2,065,911
+49,744
| +2% | +$10.8M | 1.26% | 23 |
|
|
2023
Q1 | $408M | Sell |
2,016,167
-2,669
| -0.1% | -$540K | 1.2% | 30 |
|
|
2022
Q4 | $436M | Sell |
2,018,836
-686,659
| -25% | -$148M | 1.36% | 19 |
|
|
2022
Q3 | $591M | Buy |
2,705,495
+5,666
| +0.2% | +$1.24M | 1.96% | 2 |
|
|
2022
Q2 | $498M | Buy |
2,699,829
+14,585
| +0.5% | +$2.69M | 1.57% | 7 |
|
|
2022
Q1 | $491M | Buy |
2,685,244
+244,303
| +10% | +$44.6M | 1.3% | 20 |
|
|
2021
Q4 | $391M | Buy |
2,440,941
+143,585
| +6% | +$23M | 0.9% | 38 |
|
|
2021
Q3 | $360M | Buy |
2,297,356
+150,473
| +7% | +$23.6M | 0.87% | 42 |
|
|
2021
Q2 | $290M | Buy |
2,146,883
+226,762
| +12% | +$30.6M | 0.71% | 52 |
|
|
2021
Q1 | $273M | Buy |
+1,920,121
| New | +$273M | 0.73% | 53 |
|