LPL Financial’s PJT Partners PJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.99M | Buy |
14,215
+1,027
| +8% | +$162K | ﹤0.01% | 3517 |
|
|
2025
Q4 | $2.21M | Buy |
13,188
+416
| +3% | +$71.2K | ﹤0.01% | 3311 |
|
|
2025
Q3 | $2.27M | Buy |
12,772
+115
| +0.9% | +$20.7K | ﹤0.01% | 3201 |
|
|
2025
Q2 | $2.09M | Buy |
12,657
+1,183
| +10% | +$172K | ﹤0.01% | 3083 |
|
|
2025
Q1 | $1.58M | Sell |
11,474
-127
| -1% | -$20K | ﹤0.01% | 3159 |
|
|
2024
Q4 | $1.83M | Buy |
11,601
+1,210
| +12% | +$185K | ﹤0.01% | 2944 |
|
|
2024
Q3 | $1.39M | Buy |
10,391
+16
| +0.2% | +$1.96K | ﹤0.01% | 3085 |
|
|
2024
Q2 | $1.12M | Buy |
10,375
+91
| +0.9% | +$9.14K | ﹤0.01% | 3146 |
|
|
2024
Q1 | $969K | Buy |
10,284
+4,539
| +79% | +$446K | ﹤0.01% | 3209 |
|
|
2023
Q4 | $585K | Buy |
5,745
+373
| +7% | +$32.1K | ﹤0.01% | 3543 |
|
|
2023
Q3 | $427K | Buy |
5,372
+757
| +16% | +$58.5K | ﹤0.01% | 3613 |
|
|
2023
Q2 | $321K | Buy |
4,615
+495
| +12% | +$34.2K | ﹤0.01% | 3791 |
|
|
2023
Q1 | $297K | Sell |
4,120
-474
| -10% | -$36.4K | ﹤0.01% | 3751 |
|
|
2022
Q4 | $339K | Sell |
4,594
-347
| -7% | -$26K | ﹤0.01% | 3563 |
|
|
2022
Q3 | $330K | Buy |
4,941
+38
| +0.8% | +$2.66K | ﹤0.01% | 3500 |
|
|
2022
Q2 | $345K | Sell |
4,903
-121
| -2% | -$8.41K | ﹤0.01% | 3515 |
|
|
2022
Q1 | $317K | Buy |
5,024
+26
| +0.5% | +$1.69K | ﹤0.01% | 3535 |
|
|
2021
Q4 | $370K | Buy |
4,998
+513
| +11% | +$40.9K | ﹤0.01% | 3532 |
|
|
2021
Q3 | $355K | Buy |
4,485
+524
| +13% | +$40.2K | ﹤0.01% | 3512 |
|
|
2021
Q2 | $283K | Sell |
3,961
-733
| -16% | -$52.3K | ﹤0.01% | 3629 |
|
|
2021
Q1 | $318K | Sell |
4,694
-494
| -10% | -$35.8K | ﹤0.01% | 3426 |
|
|
2020
Q4 | $390K | Sell |
5,188
-431
| -8% | -$30.4K | ﹤0.01% | 2972 |
|
|
2020
Q3 | $341K | Buy |
5,619
+308
| +6% | +$17.3K | ﹤0.01% | 2807 |
|
|
2020
Q2 | $273K | Sell |
5,311
-269
| -5% | -$13.3K | ﹤0.01% | 2905 |
|
|
2020
Q1 | $242K | Sell |
5,580
-612
| -10% | -$26.8K | ﹤0.01% | 2670 |
|
|
2019
Q4 | $279K | Buy |
6,192
+333
| +6% | +$14K | ﹤0.01% | 2839 |
|
|
2019
Q3 | $238K | Sell |
5,859
-89
| -1% | -$3.58K | ﹤0.01% | 2863 |
|
|
2019
Q2 | $241K | Sell |
5,948
-101
| -2% | -$4.12K | ﹤0.01% | 2887 |
|
|
2019
Q1 | $253K | Buy |
6,049
+445
| +8% | +$19.1K | ﹤0.01% | 2772 |
|
|
2018
Q4 | $217K | Sell |
5,604
-563
| -9% | -$25.2K | ﹤0.01% | 2751 |
|
|
2018
Q3 | $323K | Buy |
6,167
+2,145
| +53% | +$121K | ﹤0.01% | 2618 |
|
|
2018
Q2 | $215K | Sell |
4,022
-55
| -1% | -$3.01K | ﹤0.01% | 2932 |
|
|
2018
Q1 | $204K | Buy |
+4,077
| New | +$197K | ﹤0.01% | 2946 |
|
|
2016
Q1 | – | Sell |
-14,564
| Closed | -$398K | – | 3182 |
|
|
2015
Q4 | $398K | Buy |
+14,564
| New | +$333K | ﹤0.01% | 2341 |
|
Other funds holding PJT
VPM
VCM
WA
CAM
