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
Q3 		– Sell
-12,353
Closed -$1.27M – 6312
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% -$9.8K ﹤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% -$9.22K ﹤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

Heard Capital LLC
Heard Capital LLC Chicago, Illinois $2.07B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Plustick Management
Plustick Management Charlottesville, Virginia $247M AUM 228.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
GAMCO Investors
GAMCO Investors Greenwich, Connecticut $10.2B AUM 24.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Gabelli Funds
Gabelli Funds Rye, New York $15.1B AUM 23.88% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

LPL Financial's ATEX Position: Q3 2026 in Review

LPL Financial sold out of Anterix (ATEX) in Q3 2026, closing a stake of 12,353 shares — an estimated $1.27M sold.

LPL Financial first reported a position in ATEX in Q1 2021 and held it in 19 quarters. The position peaked at $1.27M in Q2 2026. 124 funds tracked by Wall St. Rank hold ATEX as of Q3 2026.

  • LPL Financial reported no remaining Anterix position as of Q3 2026 after selling out during the quarter.
  • LPL Financial sold 12,353 Anterix shares in Q3 2026, an estimated $1.27M.
  • LPL Financial first reported a position in Anterix in Q1 2021 and held it in 19 quarters.
  • LPL Financial's Anterix position peaked at $1.27M in Q2 2026.
  • 124 funds tracked by Wall St. Rank held Anterix as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.