LPL Financial
ALTR

LPL Financial’s Altair Engineering Inc ALTR Stock Holding History

LPL Financial’s Portfolio ALTR Stock Details ALTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16,698
Closed -$1.84M – 5549
2024
Q4 		$1.84M Sell
16,698
-21,802
-57% -$2.25M ﹤0.01% 2937
2024
Q3 		$3.68M Buy
38,500
+3,422
+10% +$311K ﹤0.01% 2222
2024
Q2 		$3.44M Sell
35,078
-509
-1% -$44.8K ﹤0.01% 2150
2024
Q1 		$3.07M Buy
35,587
+7,567
+27% +$643K ﹤0.01% 2167
2023
Q4 		$2.36M Buy
28,020
+2,415
+9% +$168K ﹤0.01% 2275
2023
Q3 		$1.61M Buy
25,605
+2,543
+11% +$171K ﹤0.01% 2488
2023
Q2 		$1.75M Buy
23,062
+2,913
+14% +$208K ﹤0.01% 2359
2023
Q1 		$1.45M Buy
20,149
+4,861
+32% +$287K ﹤0.01% 2432
2022
Q4 		$697K Buy
15,288
+12
+0.1% +$561 ﹤0.01% 2954
2022
Q3 		$676K Sell
15,276
-196
-1% -$10.3K ﹤0.01% 2870
2022
Q2 		$818K Sell
15,472
-2,780
-15% -$152K ﹤0.01% 2752
2022
Q1 		$1.16M Buy
18,252
+5,933
+48% +$374K ﹤0.01% 2480
2021
Q4 		$937K Buy
12,319
+3,906
+46% +$292K ﹤0.01% 2719
2021
Q3 		$596K Buy
8,413
+709
+9% +$50.6K ﹤0.01% 3059
2021
Q2 		$531K Buy
7,704
+952
+14% +$62.4K ﹤0.01% 3103
2021
Q1 		$422K Sell
6,752
-106
-2% -$6.48K ﹤0.01% 3171
2020
Q4 		$399K Buy
6,858
+341
+5% +$17.2K ﹤0.01% 2959
2020
Q3 		$274K Buy
6,517
+473
+8% +$19K ﹤0.01% 2970
2020
Q2 		$240K Buy
+6,044
New +$205K ﹤0.01% 2997
2020
Q1 		– Sell
-6,656
Closed -$243K – 3449
2019
Q4 		$243K Sell
6,656
-473
-7% -$16K ﹤0.01% 2947
2019
Q3 		$247K Buy
7,129
+307
+5% +$11.4K ﹤0.01% 2837
2019
Q2 		$279K Buy
6,822
+876
+15% +$32.8K ﹤0.01% 2759
2019
Q1 		$226K Buy
+5,946
New +$200K ﹤0.01% 2853
2018
Q4 		– Sell
-5,620
Closed -$244K – 3268
2018
Q3 		$244K Sell
5,620
-410
-7% -$15.6K ﹤0.01% 2850
2018
Q2 		$206K Buy
+6,030
New +$197K ﹤0.01% 2962

Other funds holding ALTR

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

LPL Financial's ALTR Position: Q1 2025 in Review

LPL Financial sold out of Altair Engineering Inc (ALTR) in Q1 2025, closing a stake of 16,698 shares — an estimated $1.84M sold.

LPL Financial first reported a position in ALTR in Q2 2018 and held it in 25 quarters. The position peaked at $3.68M in Q3 2024. 3 funds tracked by Wall St. Rank hold ALTR as of Q1 2025.

  • LPL Financial reported no remaining Altair Engineering Inc position as of Q1 2025 after selling out during the quarter.
  • LPL Financial sold 16,698 Altair Engineering Inc shares in Q1 2025, an estimated $1.84M.
  • LPL Financial first reported a position in Altair Engineering Inc in Q2 2018 and held it in 25 quarters.
  • LPL Financial's Altair Engineering Inc position peaked at $3.68M in Q3 2024.
  • 3 funds tracked by Wall St. Rank held Altair Engineering Inc as of Q1 2025.

Based on LPL Financial's 13F filing for Q1 2025, filed 7 May 2025.