LPL Financial
DTM icon

LPL Financial’s DT Midstream DTM Stock Holding History

LPL Financial’s Portfolio DTM Stock Details DTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.7M Sell
145,985
-15,333
-10% -$2M 0.01% 1478
2025
Q4 		$19.3M Buy
161,318
+18,963
+13% +$2.18M 0.01% 1431
2025
Q3 		$16.1M Buy
142,355
+17,578
+14% +$1.84M ﹤0.01% 1503
2025
Q2 		$13.7M Buy
124,777
+15,315
+14% +$1.55M ﹤0.01% 1496
2025
Q1 		$10.6M Buy
109,462
+27,860
+34% +$2.79M ﹤0.01% 1563
2024
Q4 		$8.11M Buy
81,602
+15,733
+24% +$1.5M ﹤0.01% 1698
2024
Q3 		$5.18M Buy
65,869
+19,568
+42% +$1.46M ﹤0.01% 1961
2024
Q2 		$3.29M Buy
46,301
+9,412
+26% +$618K ﹤0.01% 2180
2024
Q1 		$2.25M Buy
36,889
+171
+0.5% +$9.52K ﹤0.01% 2442
2023
Q4 		$2.01M Buy
36,718
+777
+2% +$42.8K ﹤0.01% 2396
2023
Q3 		$1.9M Sell
35,941
-818
-2% -$42.7K ﹤0.01% 2325
2023
Q2 		$1.82M Buy
36,759
+127
+0.3% +$6.08K ﹤0.01% 2335
2023
Q1 		$1.81M Buy
36,632
+1,840
+5% +$95.4K ﹤0.01% 2221
2022
Q4 		$1.92M Sell
34,792
-1,127
-3% -$64.4K ﹤0.01% 2103
2022
Q3 		$1.86M Sell
35,919
-963
-3% -$52K ﹤0.01% 2043
2022
Q2 		$1.81M Buy
+36,882
New +$2.01M ﹤0.01% 2100
2022
Q1 		– Sell
-33,512
Closed -$1.61M – 4247
2021
Q4 		$1.61M Buy
33,512
+1,698
+5% +$81.3K ﹤0.01% 2253
2021
Q3 		$1.47M Buy
+31,814
New +$1.39M ﹤0.01% 2285

Other funds holding DTM

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return