LPL Financial’s Berry Global Group, Inc. BERY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,873
| Closed | -$899K | – | 5718 |
|
|
2025
Q1 | $899K | Sell |
12,873
-24,235
| -65% | -$1.68M | ﹤0.01% | 3647 |
|
|
2024
Q4 | $2.4M | Buy |
37,108
+10,615
| +40% | +$701K | ﹤0.01% | 2698 |
|
|
2024
Q3 | $1.65M | Buy |
26,493
+2,282
| +9% | +$136K | ﹤0.01% | 2910 |
|
|
2024
Q2 | $1.31M | Sell |
24,211
-13,032
| -35% | -$708K | ﹤0.01% | 2997 |
|
|
2024
Q1 | $2.07M | Buy |
37,243
+12,336
| +50% | +$702K | ﹤0.01% | 2513 |
|
|
2023
Q4 | $1.54M | Buy |
24,907
+630
| +3% | +$35.5K | ﹤0.01% | 2657 |
|
|
2023
Q3 | $1.38M | Buy |
24,277
+450
| +2% | +$26.5K | ﹤0.01% | 2628 |
|
|
2023
Q2 | $1.41M | Buy |
23,827
+2,823
| +13% | +$154K | ﹤0.01% | 2569 |
|
|
2023
Q1 | $1.14M | Sell |
21,004
-3,466
| -14% | -$192K | ﹤0.01% | 2656 |
|
|
2022
Q4 | $1.36M | Sell |
24,470
-9,152
| -27% | -$448K | ﹤0.01% | 2402 |
|
|
2022
Q3 | $1.44M | Buy |
33,622
+3,903
| +13% | +$196K | ﹤0.01% | 2238 |
|
|
2022
Q2 | $1.49M | Buy |
29,719
+4,932
| +20% | +$256K | ﹤0.01% | 2258 |
|
|
2022
Q1 | $1.32M | Buy |
24,787
+5,415
| +28% | +$317K | ﹤0.01% | 2376 |
|
|
2021
Q4 | $1.31M | Buy |
19,372
+3,057
| +19% | +$189K | ﹤0.01% | 2430 |
|
|
2021
Q3 | $912K | Buy |
+16,315
| New | +$967K | ﹤0.01% | 2686 |
|
|
2020
Q2 | – | Sell |
-6,526
| Closed | -$202K | – | 3515 |
|
|
2020
Q1 | $202K | Sell |
6,526
-3,439
| -35% | -$126K | ﹤0.01% | 2801 |
|
|
2019
Q4 | $435K | Sell |
9,965
-2,724
| -21% | -$108K | ﹤0.01% | 2491 |
|
|
2019
Q3 | $458K | Buy |
12,689
+7,072
| +126% | +$289K | ﹤0.01% | 2323 |
|
|
2019
Q2 | $271K | Sell |
5,617
-10,069
| -64% | -$485K | ﹤0.01% | 2789 |
|
|
2019
Q1 | $776K | Buy |
15,686
+8,449
| +117% | +$401K | ﹤0.01% | 1837 |
|
|
2018
Q4 | $316K | Sell |
7,237
-393
| -5% | -$16.8K | ﹤0.01% | 2423 |
|
|
2018
Q3 | $339K | Sell |
7,630
-1,070
| -12% | -$47K | ﹤0.01% | 2574 |
|
|
2018
Q2 | $367K | Sell |
8,700
-2,128
| -20% | -$98.7K | ﹤0.01% | 2465 |
|
|
2018
Q1 | $545K | Buy |
10,828
+124
| +1% | +$6.46K | ﹤0.01% | 2066 |
|
|
2017
Q4 | $577K | Buy |
10,704
+6,720
| +169% | +$366K | ﹤0.01% | 1933 |
|
|
2017
Q3 | $207K | Buy |
+3,984
| New | +$208K | ﹤0.01% | 2651 |
|
|
2017
Q1 | – | Sell |
-6,318
| Closed | -$286K | – | 2822 |
|
|
2016
Q4 | $286K | Sell |
6,318
-1,310
| -17% | -$56K | ﹤0.01% | 2216 |
|
|
2016
Q3 | $300K | Sell |
7,628
-1,023
| -12% | -$40.1K | ﹤0.01% | 2119 |
|
|
2016
Q2 | $308K | Buy |
+8,651
| New | +$296K | ﹤0.01% | 2050 |
|
Other funds holding BERY
OLVIG
IA
HNB
LPL Financial's BERY Position: Q2 2025 in Review
LPL Financial sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 12,873 shares — an estimated $899K sold.
LPL Financial first reported a position in BERY in Q2 2016 and held it in 29 quarters. The position peaked at $2.4M in Q4 2024. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.
- LPL Financial reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
- LPL Financial sold 12,873 Berry Global Group, Inc. shares in Q2 2025, an estimated $899K.
- LPL Financial first reported a position in Berry Global Group, Inc. in Q2 2016 and held it in 29 quarters.
- LPL Financial's Berry Global Group, Inc. position peaked at $2.4M in Q4 2024.
- 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.
Based on LPL Financial's 13F filing for Q2 2025, filed 12 Aug 2025.