Magnetar Financial’s LPL Financial LPLA Stock Holding History

Magnetar Financial’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
2025 Q3	–	Sell	-4,421	Closed	-$1.66M	–	1051
2025 Q2	$1.66M	Buy	+4,421	New	+$1.55M	0.01%	369
2024 Q4	–	Sell	-15,740	Closed	-$3.66M	–	716
2024 Q3	$3.66M	Buy	15,740 +12,880	+450%	+$2.9M	0.08%	179
2024 Q2	$799K	Sell	2,860 -615	-18%	-$167K	0.02%	293
2024 Q1	$918K	Buy	+3,475	New	+$877K	0.02%	258
2023 Q4	–	Sell	-3,426	Closed	-$814K	–	475
2023 Q3	$814K	Buy	3,426 +1,578	+85%	+$366K	0.02%	275
2023 Q2	$402K	Sell	1,848 -874	-32%	-$175K	0.01%	370
2023 Q1	$551K	Buy	+2,722	New	+$622K	0.01%	453
2021 Q3	–	Sell	-11,761	Closed	-$1.59M	–	1430
2021 Q2	$1.59M	Buy	+11,761	New	+$1.71M	0.02%	620
2016 Q2	–	Sell	-11,799	Closed	-$293K	–	432
2016 Q1	$293K	Buy	11,799 +2,499	+27%	+$67.5K	﹤0.01%	302
2015 Q4	$397K	Buy	+9,300	New	+$396K	﹤0.01%	227

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Magnetar Financial's LPLA Position: Q3 2025 in Review

Magnetar Financial sold out of LPL Financial (LPLA) in Q3 2025, closing a stake of 4,421 shares — an estimated $1.66M sold.

Magnetar Financial first reported a position in LPLA in Q4 2015 and held it in 10 quarters. The position peaked at $3.66M in Q3 2024. 759 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

Magnetar Financial reported no remaining LPL Financial position as of Q3 2025 after selling out during the quarter.
Magnetar Financial sold 4,421 LPL Financial shares in Q3 2025, an estimated $1.66M.
Magnetar Financial first reported a position in LPL Financial in Q4 2015 and held it in 10 quarters.
Magnetar Financial's LPL Financial position peaked at $3.66M in Q3 2024.
759 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on Magnetar Financial's 13F filing for Q3 2025, filed 13 Nov 2025.