LM Advisors’s LPL Financial LPLA Stock Holding History

LM Advisors’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
2024 Q1	–	Sell	-84	Closed	-$19.1K	–	506
2023 Q4	$19.1K	Buy	+84	New	+$18.9K	﹤0.01%	441

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

LM Advisors's LPLA Position: Q1 2024 in Review

LM Advisors sold out of LPL Financial (LPLA) in Q1 2024, closing a stake of 84 shares — an estimated $19.1K sold.

LM Advisors first reported a position in LPLA in Q4 2023 and held it in 1 quarter. The position peaked at $19.1K in Q4 2023. 647 funds tracked by Wall St. Rank hold LPLA as of Q1 2024.

LM Advisors reported no remaining LPL Financial position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 84 LPL Financial shares in Q1 2024, an estimated $19.1K.
LM Advisors first reported a position in LPL Financial in Q4 2023 and held it in 1 quarter.
LM Advisors's LPL Financial position peaked at $19.1K in Q4 2023.
647 funds tracked by Wall St. Rank held LPL Financial as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.