LPL Financial
ORAN

LPL Financial’s Orange ORAN Stock Holding History

LPL Financial’s Portfolio ORAN Stock Details ORAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-356,588
Closed -$4.09M – 5499
2024
Q3 		$4.09M Sell
356,588
-23,425
-6% -$266K ﹤0.01% 2154
2024
Q2 		$3.8M Buy
380,013
+17,361
+5% +$193K ﹤0.01% 2076
2024
Q1 		$4.27M Buy
362,652
+15,274
+4% +$179K ﹤0.01% 1911
2023
Q4 		$3.97M Sell
347,378
-30,821
-8% -$362K ﹤0.01% 1847
2023
Q3 		$4.35M Buy
378,199
+25,552
+7% +$292K ﹤0.01% 1679
2023
Q2 		$4.1M Buy
352,647
+30,717
+10% +$373K ﹤0.01% 1702
2023
Q1 		$3.84M Buy
321,930
+70,063
+28% +$773K ﹤0.01% 1673
2022
Q4 		$2.49M Buy
251,867
+127,663
+103% +$1.23M ﹤0.01% 1920
2022
Q3 		$1.12M Buy
124,204
+26,443
+27% +$270K ﹤0.01% 2451
2022
Q2 		$1.15M Buy
97,761
+27,391
+39% +$328K ﹤0.01% 2467
2022
Q1 		$832K Sell
70,370
-7,854
-10% -$91.7K ﹤0.01% 2765
2021
Q4 		$825K Buy
78,224
+6,458
+9% +$69.9K ﹤0.01% 2830
2021
Q3 		$777K Buy
71,766
+10,256
+17% +$115K ﹤0.01% 2824
2021
Q2 		$704K Buy
61,510
+32,217
+110% +$402K ﹤0.01% 2868
2021
Q1 		$361K Sell
29,293
-4,835
-14% -$58.3K ﹤0.01% 3321
2020
Q4 		$405K Buy
34,128
+6,256
+22% +$73.2K ﹤0.01% 2946
2020
Q3 		$289K Sell
27,872
-16,784
-38% -$194K ﹤0.01% 2932
2020
Q2 		$531K Buy
44,656
+308
+0.7% +$3.67K ﹤0.01% 2334
2020
Q1 		$536K Buy
44,348
+6,604
+17% +$89.7K ﹤0.01% 2053
2019
Q4 		$551K Sell
37,744
-7,335
-16% -$115K ﹤0.01% 2292
2019
Q3 		$702K Sell
45,079
-18,030
-29% -$272K ﹤0.01% 1997
2019
Q2 		$992K Buy
63,109
+35,962
+132% +$568K ﹤0.01% 1728
2019
Q1 		$442K Sell
27,147
-356
-1% -$5.52K ﹤0.01% 2326
2018
Q4 		$445K Sell
27,503
-812
-3% -$13.1K ﹤0.01% 2127
2018
Q3 		$450K Sell
28,315
-352
-1% -$5.81K ﹤0.01% 2322
2018
Q2 		$478K Buy
28,667
+1,431
+5% +$24.9K ﹤0.01% 2228
2018
Q1 		$465K Buy
27,236
+769
+3% +$13.4K ﹤0.01% 2216
2017
Q4 		$461K Buy
26,467
+4,677
+21% +$78.2K ﹤0.01% 2126
2017
Q3 		$358K Buy
21,790
+3,596
+20% +$60K ﹤0.01% 2220
2017
Q2 		$292K Buy
18,194
+8,176
+82% +$133K ﹤0.01% 2309
2017
Q1 		$156K Buy
+10,018
New +$156K ﹤0.01% 2545
2016
Q2 		– Sell
-10,858
Closed -$174K – 3022
2016
Q1 		$174K Buy
+10,858
New +$187K ﹤0.01% 2828
2015
Q3 		– Sell
-14,264
Closed -$214K – 2913
2015
Q2 		$214K Buy
+14,264
New +$230K ﹤0.01% 2577
2014
Q2 		– Sell
-13,154
Closed -$193K – 2760
2014
Q1 		$193K Sell
13,154
-13,993
-52% -$182K ﹤0.01% 2456
2013
Q4 		$335K Buy
27,147
+3,745
+16% +$48.5K ﹤0.01% 2034
2013
Q3 		$321K Sell
23,402
-5,222
-18% -$54.6K ﹤0.01% 1964
2013
Q2 		$270K Buy
+28,624
New +$293K ﹤0.01% 1981

Other funds holding ORAN

MAP
Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $939M AUM 31.43% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
OPA
Old Port Advisors Portland, Maine $434M AUM 29.17% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

LPL Financial's ORAN Position: Q4 2024 in Review

LPL Financial sold out of Orange (ORAN) in Q4 2024, closing a stake of 356,588 shares — an estimated $4.09M sold.

LPL Financial first reported a position in ORAN in Q2 2013 and held it in 37 quarters. The position peaked at $4.35M in Q3 2023. 46 funds tracked by Wall St. Rank hold ORAN as of Q4 2024.

  • LPL Financial reported no remaining Orange position as of Q4 2024 after selling out during the quarter.
  • LPL Financial sold 356,588 Orange shares in Q4 2024, an estimated $4.09M.
  • LPL Financial first reported a position in Orange in Q2 2013 and held it in 37 quarters.
  • LPL Financial's Orange position peaked at $4.35M in Q3 2023.
  • 46 funds tracked by Wall St. Rank held Orange as of Q4 2024.

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