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	–	1053
2025 Q2	$1.66M	Buy	+4,421	New	+$1.55M	0.01%	369
2024 Q4	–	Sell	-15,740	Closed	-$3.66M	–	718
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	–	476
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	-$1.59K	–	1431
2021 Q2	$1.59K	Buy	+11,761	New	+$1.71M	0.02%	620
2016 Q2	–	Sell	-11,799	Closed	-$293K	–	440
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
2014 Q2	–	Hold	0	–	–	–	248
2014 Q1	–	Hold	0	–	–	–	314

Other funds holding LPLA

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

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Janus Henderson Group

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return