LPL Financial
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LPL Financial’s BioXcel Therapeutics BTAI Stock Holding History

LPL Financial’s Portfolio BTAI Stock Details BTAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-909
Closed -$5.44K – 5370
2024
Q4 		$5.44K Sell
909
-188
-17% -$1.57K ﹤0.01% 5268
2024
Q3 		$10.7K Sell
1,097
-53
-5% -$712 ﹤0.01% 5124
2024
Q2 		$23.6K Buy
+1,150
New +$38.5K ﹤0.01% 4923
2021
Q2 		– Sell
-390
Closed -$269K – 4232
2021
Q1 		$269K Buy
390
+1
+0.3% +$804 ﹤0.01% 3556
2020
Q4 		$287K Buy
389
+46
+13% +$35.8K ﹤0.01% 3231
2020
Q3 		$238K Sell
343
-59
-15% -$44.3K ﹤0.01% 3072
2020
Q2 		$341K Buy
+402
New +$262K ﹤0.01% 2732

Other funds holding BTAI

M
Murchinson Toronto, Ontario, Canada $791M AUM 68.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

LPL Financial's BTAI Position: Q1 2025 in Review

LPL Financial sold out of BioXcel Therapeutics (BTAI) in Q1 2025, closing a stake of 909 shares — an estimated $5.44K sold.

LPL Financial first reported a position in BTAI in Q2 2020 and held it in 7 quarters. The position peaked at $341K in Q2 2020. 31 funds tracked by Wall St. Rank hold BTAI as of Q1 2025.

  • LPL Financial reported no remaining BioXcel Therapeutics position as of Q1 2025 after selling out during the quarter.
  • LPL Financial sold 909 BioXcel Therapeutics shares in Q1 2025, an estimated $5.44K.
  • LPL Financial first reported a position in BioXcel Therapeutics in Q2 2020 and held it in 7 quarters.
  • LPL Financial's BioXcel Therapeutics position peaked at $341K in Q2 2020.
  • 31 funds tracked by Wall St. Rank held BioXcel Therapeutics as of Q1 2025.

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