LPL Financial
ATEX icon

LPL Financial’s Anterix ATEX Stock Holding History

LPL Financial’s Portfolio ATEX Stock Details ATEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.27M Buy
+12,353
New +$725K ﹤0.01% 4197
2025
Q3 		– Sell
-13,640
Closed -$350K – 5812
2025
Q2 		$350K Sell
13,640
-15,277
-53% -$447K ﹤0.01% 4668
2025
Q1 		$1.06M Buy
28,917
+21,020
+266% +$723K ﹤0.01% 3510
2024
Q4 		$242K Buy
7,897
+161
+2% +$5.35K ﹤0.01% 4690
2024
Q3 		$291K Buy
7,736
+90
+1% +$3.47K ﹤0.01% 4451
2024
Q2 		$303K Buy
7,646
+875
+13% +$28.3K ﹤0.01% 4260
2024
Q1 		$228K Sell
6,771
-133
-2% -$4.47K ﹤0.01% 4412
2023
Q4 		$230K Buy
6,904
+100
+1% +$3.23K ﹤0.01% 4291
2023
Q3 		$214K Sell
6,804
-313
-4% -$9.85K ﹤0.01% 4183
2023
Q2 		$226K Sell
7,117
-160
-2% -$5.17K ﹤0.01% 4066
2023
Q1 		$240K Sell
7,277
-162
-2% -$5.31K ﹤0.01% 3911
2022
Q4 		$239K Sell
7,439
-1,230
-14% -$41.9K ﹤0.01% 3843
2022
Q3 		$310K Sell
8,669
-222
-2% -$9.21K ﹤0.01% 3556
2022
Q2 		$365K Buy
8,891
+42
+0.5% +$2.04K ﹤0.01% 3461
2022
Q1 		$512K Buy
8,849
+116
+1% +$6.35K ﹤0.01% 3182
2021
Q4 		$513K Sell
8,733
-196
-2% -$11.9K ﹤0.01% 3254
2021
Q3 		$542K Buy
8,929
+292
+3% +$17.1K ﹤0.01% 3146
2021
Q2 		$518K Buy
8,637
+1,780
+26% +$89.2K ﹤0.01% 3129
2021
Q1 		$323K Buy
+6,857
New +$282K ﹤0.01% 3413

Other funds holding ATEX

OCAM
Owl Creek Asset Management New York $1.21B AUM 169.99% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PM
Plustick Management Charlottesville, Virginia $269M AUM 340.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

LPL Financial's ATEX Position: Q2 2026 in Review

LPL Financial opened a new position in Anterix (ATEX) in Q2 2026: 12,353 shares worth $1.27M. The stake represents ﹤0.01% of the portfolio and ranks #4197 among its holdings. This is a return to the name: LPL Financial previously reported a position in ATEX as recently as Q2 2025.

LPL Financial first reported a position in ATEX in Q1 2021 and has held it in 19 quarters since. 171 funds tracked by Wall St. Rank hold ATEX as of Q2 2026.

  • LPL Financial held 12,353 shares of Anterix worth $1.27M as of Q2 2026.
  • Anterix was a new LPL Financial position in Q2 2026.
  • Anterix made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4197 holding.
  • LPL Financial first reported a position in Anterix in Q1 2021 and has held it in 19 quarters since.
  • 171 funds tracked by Wall St. Rank held Anterix as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.