LPL Financial
CLVT icon

LPL Financial’s Clarivate CLVT Stock Holding History

LPL Financial’s Portfolio CLVT Stock Details CLVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-22,567
Closed -$115K – 5379
2024
Q4 		$115K Buy
+22,567
New +$130K ﹤0.01% 4960
2022
Q3 		– Sell
-35,278
Closed -$489K – 4432
2022
Q2 		$489K Buy
35,278
+3,309
+10% +$49.5K ﹤0.01% 3226
2022
Q1 		$536K Sell
31,969
-9,120
-22% -$151K ﹤0.01% 3145
2021
Q4 		$966K Buy
41,089
+2,914
+8% +$67.5K ﹤0.01% 2690
2021
Q3 		$836K Buy
38,175
+2,659
+7% +$64.7K ﹤0.01% 2766
2021
Q2 		$978K Buy
35,516
+27,201
+327% +$748K ﹤0.01% 2582
2021
Q1 		$219K Buy
8,315
+628
+8% +$17.2K ﹤0.01% 3702
2020
Q4 		$228K Sell
7,687
-3,062
-28% -$90.5K ﹤0.01% 3425
2020
Q3 		$333K Buy
+10,749
New +$291K ﹤0.01% 2822

Other funds holding CLVT

LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
ENV
Exor N.V. Amsterdam, Netherlands $5.46B AUM 6.21% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AG
Atairos Group Bryn Mawr, Pennsylvania $1.76B AUM 16.47% 1-Year Est. Return

LPL Financial's CLVT Position: Q1 2025 in Review

LPL Financial sold out of Clarivate (CLVT) in Q1 2025, closing a stake of 22,567 shares — an estimated $115K sold.

LPL Financial first reported a position in CLVT in Q3 2020 and held it in 9 quarters. The position peaked at $978K in Q2 2021. 214 funds tracked by Wall St. Rank hold CLVT as of Q1 2025.

  • LPL Financial reported no remaining Clarivate position as of Q1 2025 after selling out during the quarter.
  • LPL Financial sold 22,567 Clarivate shares in Q1 2025, an estimated $115K.
  • LPL Financial first reported a position in Clarivate in Q3 2020 and held it in 9 quarters.
  • LPL Financial's Clarivate position peaked at $978K in Q2 2021.
  • 214 funds tracked by Wall St. Rank held Clarivate as of Q1 2025.

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