LPL Financial
MPTI icon

LPL Financial’s M-tron Industries MPTI Stock Holding History

LPL Financial’s Portfolio MPTI Stock Details MPTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,642
Closed -$235K – 5391
2024
Q3 		$235K Sell
5,642
-2,882
-34% -$99.9K ﹤0.01% 4612
2024
Q2 		$300K Sell
8,524
-9,715
-53% -$297K ﹤0.01% 4263
2024
Q1 		$547K Buy
+18,239
New +$685K ﹤0.01% 3700

Other funds holding MPTI

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
PIP
Palisades Investment Partners Santa Monica, California $255M AUM 50.52% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial's MPTI Position: Q4 2024 in Review

LPL Financial sold out of M-tron Industries (MPTI) in Q4 2024, closing a stake of 5,642 shares — an estimated $235K sold.

LPL Financial first reported a position in MPTI in Q1 2024 and held it in 3 quarters. The position peaked at $547K in Q1 2024. 59 funds tracked by Wall St. Rank hold MPTI as of Q4 2024.

  • LPL Financial reported no remaining M-tron Industries position as of Q4 2024 after selling out during the quarter.
  • LPL Financial sold 5,642 M-tron Industries shares in Q4 2024, an estimated $235K.
  • LPL Financial first reported a position in M-tron Industries in Q1 2024 and held it in 3 quarters.
  • LPL Financial's M-tron Industries position peaked at $547K in Q1 2024.
  • 59 funds tracked by Wall St. Rank held M-tron Industries as of Q4 2024.

Based on LPL Financial's 13F filing for Q4 2024, filed 11 Feb 2025.