MSL
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Mackay Shields LLC’s LPL Financial LPLA Stock Holding History

Mackay Shields LLC’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-70,393
Closed -$10M – 1043
2021
Q1 		$10M Sell
70,393
-89,130
-56% -$11.4M 0.07% 284
2020
Q4 		$16.6M Sell
159,523
-44,221
-22% -$3.97M 0.11% 193
2020
Q3 		$15.6M Buy
203,744
+13,002
+7% +$1.03M 0.11% 205
2020
Q2 		$15M Sell
190,742
-22,823
-11% -$1.53M 0.12% 190
2020
Q1 		$11.6M Buy
213,565
+24,651
+13% +$1.99M 0.11% 217
2019
Q4 		$17.4M Sell
188,914
-28,759
-13% -$2.47M 0.12% 206
2019
Q3 		$17.8M Buy
217,673
+49,805
+30% +$3.99M 0.11% 219
2019
Q2 		$13.7M Sell
167,868
-4,035
-2% -$319K 0.09% 261
2019
Q1 		$12M Sell
171,903
-55,062
-24% -$3.97M 0.09% 284
2018
Q4 		$13.9M Sell
226,965
-106,690
-32% -$6.5M 0.11% 231
2018
Q3 		$21.5M Buy
333,655
+9,739
+3% +$646K 0.16% 179
2018
Q2 		$21.2M Sell
323,916
-19,080
-6% -$1.25M 0.15% 179
2018
Q1 		$20.9M Buy
+342,996
New +$21.3M 0.13% 195

Other funds holding LPLA

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return