LPL Financial
MMI icon

LPL Financial’s Marcus & Millichap MMI Stock Holding History

LPL Financial’s Portfolio MMI Stock Details MMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$805K Buy
30,283
+4,198
+16% +$110K ﹤0.01% 4363
2025
Q4 		$712K Sell
26,085
-118
-0.5% -$3.41K ﹤0.01% 4395
2025
Q3 		$769K Buy
26,203
+2,489
+10% +$78.2K ﹤0.01% 4258
2025
Q2 		$728K Buy
23,714
+4,636
+24% +$141K ﹤0.01% 4040
2025
Q1 		$657K Buy
19,078
+5,822
+44% +$214K ﹤0.01% 3913
2024
Q4 		$507K Buy
13,256
+1,999
+18% +$78.3K ﹤0.01% 4076
2024
Q3 		$446K Buy
11,257
+517
+5% +$19.5K ﹤0.01% 4093
2024
Q2 		$339K Buy
10,740
+457
+4% +$14.8K ﹤0.01% 4178
2024
Q1 		$351K Buy
10,283
+280
+3% +$10.3K ﹤0.01% 4078
2023
Q4 		$437K Buy
10,003
+1,090
+12% +$36.2K ﹤0.01% 3774
2023
Q3 		$262K Buy
8,913
+810
+10% +$27.1K ﹤0.01% 4037
2023
Q2 		$255K Buy
8,103
+361
+5% +$11.2K ﹤0.01% 3980
2023
Q1 		$249K Buy
7,742
+787
+11% +$27.3K ﹤0.01% 3884
2022
Q4 		$240K Buy
6,955
+694
+11% +$24.6K ﹤0.01% 3842
2022
Q3 		$205K Buy
6,261
+95
+2% +$3.59K ﹤0.01% 3911
2022
Q2 		$228K Sell
6,166
-1,659
-21% -$72.1K ﹤0.01% 3846
2022
Q1 		$412K Buy
7,825
+54
+0.7% +$2.59K ﹤0.01% 3341
2021
Q4 		$400K Buy
+7,771
New +$362K ﹤0.01% 3466

Other funds holding MMI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return