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LMR Partners’s LPL Financial LPLA Stock Holding History

LMR Partners’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
Q2 		– Sell
-21,772
Closed -$5.75M – 1216
2024
Q1 		$5.75M Sell
21,772
-22,000
-50% -$5.55M 0.06% 289
2023
Q4 		$9.96M Sell
43,772
-29,035
-40% -$6.53M 0.11% 202
2023
Q3 		$17.3M Sell
72,807
-306,184
-81% -$71.1M 0.19% 123
2023
Q2 		$82.4M Buy
378,991
+116,129
+44% +$23.3M 0.91% 14
2023
Q1 		$53.2M Buy
262,862
+228,019
+654% +$52.1M 0.82% 15
2022
Q4 		$7.53M Sell
34,843
-9,166
-21% -$2.14M 0.13% 193
2022
Q3 		$9.62M Buy
44,009
+6,165
+16% +$1.31M 0.18% 139
2022
Q2 		$6.98M Sell
37,844
-336,206
-90% -$63.9M 0.12% 214
2022
Q1 		$68.3M Buy
374,050
+122,389
+49% +$21.3M 0.79% 15
2021
Q4 		$40.3M Buy
251,661
+64,419
+34% +$10.6M 0.41% 33
2021
Q3 		$29.4M Buy
+187,242
New +$26.9M 0.33% 59
2020
Q4 		– Sell
-5,631
Closed -$432K – 569
2020
Q3 		$432K Sell
5,631
-994
-15% -$78.9K 0.01% 283
2020
Q2 		$519K Buy
+6,625
New +$443K 0.01% 415

Other funds holding LPLA

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

LMR Partners's LPLA Position: Q2 2024 in Review

LMR Partners sold out of LPL Financial (LPLA) in Q2 2024, closing a stake of 21,772 shares — an estimated $5.75M sold.

LMR Partners first reported a position in LPLA in Q2 2020 and held it in 13 quarters. The position peaked at $82.4M in Q2 2023. 674 funds tracked by Wall St. Rank hold LPLA as of Q2 2024.

  • LMR Partners reported no remaining LPL Financial position as of Q2 2024 after selling out during the quarter.
  • LMR Partners sold 21,772 LPL Financial shares in Q2 2024, an estimated $5.75M.
  • LMR Partners first reported a position in LPL Financial in Q2 2020 and held it in 13 quarters.
  • LMR Partners's LPL Financial position peaked at $82.4M in Q2 2023.
  • 674 funds tracked by Wall St. Rank held LPL Financial as of Q2 2024.

Based on LMR Partners's 13F filing for Q2 2024, filed 14 Aug 2024.