Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s LPL Financial LPLA Stock Holding History

Kovitz Investment Group Partners’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-62,138
Closed -$20.3M – 1375
2025
Q1 		$20.3M Buy
62,138
+56,510
+1,004% +$18.5M 0.1% 169
2024
Q4 		$1.84M Sell
5,628
-21
-0.4% -$6.87K 0.01% 587
2024
Q3 		$1.3M Buy
5,649
+247
+5% +$56.7K 0.01% 566
2024
Q2 		$1.51M Buy
+5,402
New +$1.51M 0.01% 467