LPL Financial

LPL Financial’s Orion Office REIT ONL Stock Holding History

LPL Financial’s Portfolio ONL Stock Details ONL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$111K	Buy	51,584 +30,782	+148%	+$71.3K	﹤0.01%	5653
2025 Q4	$47K	Sell	20,802 -15,294	-42%	-$36.1K	﹤0.01%	5707
2025 Q3	$97.5K	Sell	36,096 -11,042	-23%	-$29.5K	﹤0.01%	5525
2025 Q2	$100K	Sell	47,138 -1,515	-3%	-$2.89K	﹤0.01%	5264
2025 Q1	$104K	Buy	48,653 +565	+1%	+$1.97K	﹤0.01%	5032
2024 Q4	$178K	Sell	48,088 -1,546	-3%	-$6.08K	﹤0.01%	4851
2024 Q3	$199K	Sell	49,634 -24,767	-33%	-$97K	﹤0.01%	4726
2024 Q2	$267K	Sell	74,401 -3,024	-4%	-$10.4K	﹤0.01%	4362
2024 Q1	$272K	Buy	77,425 +9,498	+14%	+$42.6K	﹤0.01%	4279
2023 Q4	$389K	Buy	67,927 +3,613	+6%	+$18.8K	﹤0.01%	3872
2023 Q3	$335K	Buy	64,314 +2,673	+4%	+$16.2K	﹤0.01%	3825
2023 Q2	$407K	Buy	61,641 +2,970	+5%	+$18.5K	﹤0.01%	3611
2023 Q1	$393K	Buy	58,671 +5,587	+11%	+$45.4K	﹤0.01%	3527
2022 Q4	$453K	Sell	53,084 -1,015	-2%	-$9.27K	﹤0.01%	3338
2022 Q3	$473K	Sell	54,099 -906	-2%	-$9.29K	﹤0.01%	3203
2022 Q2	$603K	Buy	+55,005	New	+$710K	﹤0.01%	3048

Other funds holding ONL

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

J. Goldman & Co New York $2.16B AUM 33.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

RBF Capital San Francisco, California $2.04B AUM 29.64% 1-Year Est. Return

Rangeley Capital New Canaan, Connecticut $92.6M AUM 77.32% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return