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Ladenburg Thalmann Financial Services’s LPL Financial LPLA Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$594K Sell
6,437
-491
-7% -$42.1K ﹤0.01% 1667
2019
Q3 		$567K Buy
6,928
+749
+12% +$59.9K ﹤0.01% 1661
2019
Q2 		$503K Buy
6,179
+234
+4% +$18.5K ﹤0.01% 1741
2019
Q1 		$415K Buy
5,945
+966
+19% +$69.6K ﹤0.01% 1834
2018
Q4 		$305K Buy
4,979
+2,518
+102% +$153K ﹤0.01% 1900
2018
Q3 		$159K Buy
2,461
+88
+4% +$5.83K ﹤0.01% 2490
2018
Q2 		$145K Hold
2,373
– – ﹤0.01% 2476
2018
Q1 		$145K Buy
2,373
+187
+9% +$11.6K ﹤0.01% 2476
2017
Q4 		$125K Buy
2,186
+1,278
+141% +$67.3K ﹤0.01% 2552
2017
Q3 		$47K Sell
908
-355
-28% -$16.3K ﹤0.01% 3126
2017
Q2 		$54K Sell
1,263
-26
-2% -$1.05K ﹤0.01% 2959
2017
Q1 		$51K Buy
1,289
+323
+33% +$12.7K ﹤0.01% 2896
2016
Q4 		$32K Buy
966
+47
+5% +$1.64K ﹤0.01% 3165
2016
Q3 		$27K Sell
919
-431
-32% -$11.7K ﹤0.01% 3201
2016
Q2 		$30K Buy
1,350
+103
+8% +$2.59K ﹤0.01% 3060
2016
Q1 		$31K Buy
1,247
+617
+98% +$16.7K ﹤0.01% 2945
2015
Q4 		$27K Sell
630
-134
-18% -$5.71K ﹤0.01% 3005
2015
Q3 		$30K Buy
764
+9
+1% +$387 ﹤0.01% 2818
2015
Q2 		$35K Sell
755
-57
-7% -$2.46K ﹤0.01% 2836
2015
Q1 		$35K Sell
812
-5
-0.6% -$221 ﹤0.01% 2817
2014
Q4 		$36K Buy
817
+362
+80% +$15.6K ﹤0.01% 2568
2014
Q3 		$21K Sell
455
-20
-4% -$964 ﹤0.01% 2628
2014
Q2 		$24K Sell
475
-72
-13% -$3.49K ﹤0.01% 2517
2014
Q1 		$29K Sell
547
-15
-3% -$792 ﹤0.01% 2323
2013
Q4 		$27K Buy
562
+62
+12% +$2.6K ﹤0.01% 2338
2013
Q3 		$21K Sell
500
-67
-12% -$2.56K ﹤0.01% 2415
2013
Q2 		$22K Buy
+567
New +$20.3K ﹤0.01% 2285

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
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ladenburg Thalmann Financial Services's LPLA Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its LPL Financial (LPLA) stake by 7.1% in Q4 2019, selling an estimated $42.1K and leaving 6,437 shares worth $594K. The position accounts for ﹤0.01% of the portfolio, ranked #1667.

Ladenburg Thalmann Financial Services first reported a position in LPLA in Q2 2013 and has held it in 27 quarters since. 341 funds tracked by Wall St. Rank hold LPLA as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 6,437 shares of LPL Financial worth $594K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 491 LPL Financial shares in Q4 2019, an estimated $42.1K.
  • LPL Financial made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1667 holding.
  • Ladenburg Thalmann Financial Services first reported a position in LPL Financial in Q2 2013 and has held it in 27 quarters since.
  • 341 funds tracked by Wall St. Rank held LPL Financial as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.