LPL Financial
MLNK

LPL Financial’s MeridianLink MLNK Stock Holding History

LPL Financial’s Portfolio MLNK Stock Details MLNK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-27,644
Closed -$517K – 5086
2024
Q1 		$517K Sell
27,644
-5,978
-18% -$122K ﹤0.01% 3753
2023
Q4 		$833K Hold
33,622
– – ﹤0.01% 3202
2023
Q3 		$574K Sell
33,622
-7,200
-18% -$136K ﹤0.01% 3367
2023
Q2 		$849K Sell
40,822
-12,980
-24% -$232K ﹤0.01% 2984
2023
Q1 		$931K Hold
53,802
– – ﹤0.01% 2811
2022
Q4 		$739K Sell
53,802
-3,689
-6% -$56.9K ﹤0.01% 2897
2022
Q3 		$936K Buy
+57,491
New +$1M ﹤0.01% 2595

Other funds holding MLNK

TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
KC
Keenan Capital Burlingame, California $474M AUM 2.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCMC
Serent Capital Management Company San Francisco, California $44.9M AUM 20.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
GPC
Greenstone Partners & Co Larkspur, California $395M AUM 35.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LPL Financial's MLNK Position: Q2 2024 in Review

LPL Financial sold out of MeridianLink (MLNK) in Q2 2024, closing a stake of 27,644 shares — an estimated $517K sold.

LPL Financial first reported a position in MLNK in Q3 2022 and held it in 7 quarters. The position peaked at $936K in Q3 2022. 94 funds tracked by Wall St. Rank hold MLNK as of Q2 2024.

  • LPL Financial reported no remaining MeridianLink position as of Q2 2024 after selling out during the quarter.
  • LPL Financial sold 27,644 MeridianLink shares in Q2 2024, an estimated $517K.
  • LPL Financial first reported a position in MeridianLink in Q3 2022 and held it in 7 quarters.
  • LPL Financial's MeridianLink position peaked at $936K in Q3 2022.
  • 94 funds tracked by Wall St. Rank held MeridianLink as of Q2 2024.

Based on LPL Financial's 13F filing for Q2 2024, filed 7 Aug 2024.