LPL Financial
NS

LPL Financial’s NuStar Energy L.P. NS Stock Holding History

LPL Financial’s Portfolio NS Stock Details NS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-120,497
Closed -$2.8M – 5190
2024
Q1 		$2.8M Sell
120,497
-17,125
-12% -$378K ﹤0.01% 2240
2023
Q4 		$2.57M Buy
137,622
+285
+0.2% +$5.09K ﹤0.01% 2198
2023
Q3 		$2.4M Sell
137,337
-705
-0.5% -$12K ﹤0.01% 2157
2023
Q2 		$2.37M Buy
138,042
+11,478
+9% +$188K ﹤0.01% 2101
2023
Q1 		$1.98M Sell
126,564
-1,508
-1% -$24.6K ﹤0.01% 2142
2022
Q4 		$2.05M Buy
128,072
+1,519
+1% +$23.6K ﹤0.01% 2061
2022
Q3 		$1.71M Sell
126,553
-328
-0.3% -$4.93K ﹤0.01% 2102
2022
Q2 		$1.78M Buy
126,881
+1,220
+1% +$18.4K ﹤0.01% 2112
2022
Q1 		$1.81M Sell
125,661
-2,810
-2% -$45.4K ﹤0.01% 2131
2021
Q4 		$2.04M Buy
128,471
+4,040
+3% +$62.7K ﹤0.01% 2076
2021
Q3 		$1.96M Buy
124,431
+3,332
+3% +$54.8K ﹤0.01% 2064
2021
Q2 		$2.19M Sell
121,099
-1,749
-1% -$32.4K ﹤0.01% 1904
2021
Q1 		$2.1M Sell
122,848
-1,749
-1% -$29.7K ﹤0.01% 1799
2020
Q4 		$1.79M Sell
124,597
-1,186
-0.9% -$15.2K ﹤0.01% 1735
2020
Q3 		$1.34M Buy
125,783
+11,147
+10% +$149K ﹤0.01% 1713
2020
Q2 		$1.64M Sell
114,636
-16,466
-13% -$219K ﹤0.01% 1483
2020
Q1 		$1.13M Buy
131,102
+37,555
+40% +$817K ﹤0.01% 1541
2019
Q4 		$2.42M Buy
93,547
+8,600
+10% +$239K ﹤0.01% 1232
2019
Q3 		$2.41M Buy
84,947
+9,149
+12% +$255K ﹤0.01% 1145
2019
Q2 		$2.06M Buy
75,798
+4,110
+6% +$112K ﹤0.01% 1234
2019
Q1 		$1.93M Buy
71,688
+8,660
+14% +$224K ﹤0.01% 1203
2018
Q4 		$1.32M Sell
63,028
-6,923
-10% -$169K ﹤0.01% 1333
2018
Q3 		$1.95M Buy
69,951
+16,041
+30% +$425K ﹤0.01% 1201
2018
Q2 		$1.22M Buy
53,910
+3,511
+7% +$79.3K ﹤0.01% 1492
2018
Q1 		$1.03M Buy
50,399
+35,375
+235% +$948K ﹤0.01% 1584
2017
Q4 		$450K Sell
15,024
-4,766
-24% -$155K ﹤0.01% 2154
2017
Q3 		$803K Sell
19,790
-656
-3% -$27.7K ﹤0.01% 1590
2017
Q2 		$953K Sell
20,446
-185
-0.9% -$8.65K ﹤0.01% 1405
2017
Q1 		$1.08M Sell
20,631
-2,805
-12% -$148K 0.01% 1210
2016
Q4 		$1.19M Sell
23,436
-1,877
-7% -$89.4K 0.01% 1101
2016
Q3 		$1.24M Buy
25,313
+1,802
+8% +$86.8K 0.01% 1035
2016
Q2 		$1.15M Sell
23,511
-16,943
-42% -$810K 0.01% 1083
2016
Q1 		$1.55M Sell
40,454
-4,747
-11% -$165K ﹤0.01% 1351
2015
Q4 		$1.86M Sell
45,201
-3,899
-8% -$168K 0.01% 1225
2015
Q3 		$2.44M Sell
49,100
-25,569
-34% -$1.35M 0.01% 752
2015
Q2 		$4.38M Sell
74,669
-6,046
-7% -$382K 0.02% 569
2015
Q1 		$5.01M Buy
80,715
+12,277
+18% +$743K 0.03% 518
2014
Q4 		$3.95M Sell
68,438
-8,149
-11% -$484K 0.02% 580
2014
Q3 		$5.01M Buy
76,587
+1,983
+3% +$129K 0.03% 463
2014
Q2 		$4.63M Sell
74,604
-834
-1% -$48.4K 0.03% 506
2014
Q1 		$4.14M Sell
75,438
-4,137
-5% -$212K 0.03% 510
2013
Q4 		$4.06M Sell
79,575
-2,540
-3% -$118K 0.03% 512
2013
Q3 		$3.32M Sell
82,115
-451
-0.5% -$19.1K 0.02% 553
2013
Q2 		$3.77M Buy
+82,566
New +$4.07M 0.03% 470

Other funds holding NS

SIA
Sovereign Investment Advisors Phoenix, Arizona $472M AUM 9.63% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

LPL Financial's NS Position: Q2 2024 in Review

LPL Financial sold out of NuStar Energy L.P. (NS) in Q2 2024, closing a stake of 120,497 shares — an estimated $2.8M sold.

LPL Financial first reported a position in NS in Q2 2013 and held it in 44 quarters. The position peaked at $5.01M in Q3 2014. 3 funds tracked by Wall St. Rank hold NS as of Q2 2024.

  • LPL Financial reported no remaining NuStar Energy L.P. position as of Q2 2024 after selling out during the quarter.
  • LPL Financial sold 120,497 NuStar Energy L.P. shares in Q2 2024, an estimated $2.8M.
  • LPL Financial first reported a position in NuStar Energy L.P. in Q2 2013 and held it in 44 quarters.
  • LPL Financial's NuStar Energy L.P. position peaked at $5.01M in Q3 2014.
  • 3 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2024.

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