KCM
LPLA icon

Kingdon Capital Management’s LPL Financial LPLA Stock Holding History

Kingdon Capital 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
2023
Q2 		– Sell
-55,000
Closed -$11.1M – 91
2023
Q1 		$11.1M Buy
+55,000
New +$12.6M 2.09% 19
2017
Q2 		– Sell
-297,057
Closed -$11.8M – 124
2017
Q1 		$11.8M Buy
+297,057
New +$11.7M 0.65% 46

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kingdon Capital Management's LPLA Position: Q2 2023 in Review

Kingdon Capital Management sold out of LPL Financial (LPLA) in Q2 2023, closing a stake of 55,000 shares — an estimated $11.1M sold.

Kingdon Capital Management first reported a position in LPLA in Q1 2017 and held it in 2 quarters. The position peaked at $11.8M in Q1 2017. 588 funds tracked by Wall St. Rank hold LPLA as of Q2 2023.

  • Kingdon Capital Management reported no remaining LPL Financial position as of Q2 2023 after selling out during the quarter.
  • Kingdon Capital Management sold 55,000 LPL Financial shares in Q2 2023, an estimated $11.1M.
  • Kingdon Capital Management first reported a position in LPL Financial in Q1 2017 and held it in 2 quarters.
  • Kingdon Capital Management's LPL Financial position peaked at $11.8M in Q1 2017.
  • 588 funds tracked by Wall St. Rank held LPL Financial as of Q2 2023.

Based on Kingdon Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.