Man Group’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.56M | Sell |
11,821
-15,399
| -57% | -$5.17M | 0.01% | 1322 |
|
|
2025
Q4 | $9.72M | Sell |
27,220
-133,932
| -83% | -$47.4M | 0.02% | 811 |
|
|
2025
Q3 | $53.6M | Sell |
161,152
-36,935
| -19% | -$13.4M | 0.1% | 236 |
|
|
2025
Q2 | $74.3M | Buy |
198,087
+87,774
| +80% | +$30.8M | 0.16% | 156 |
|
|
2025
Q1 | $36.1M | Sell |
110,313
-27,255
| -20% | -$9.49M | 0.11% | 263 |
|
|
2024
Q4 | $44.9M | Sell |
137,568
-311,358
| -69% | -$92.1M | 0.14% | 208 |
|
|
2024
Q3 | $104M | Buy |
448,926
+200,949
| +81% | +$45.3M | 0.3% | 75 |
|
|
2024
Q2 | $69.3M | Buy |
247,977
+128,638
| +108% | +$34.9M | 0.18% | 131 |
|
|
2024
Q1 | $31.5M | Buy |
119,339
+27,243
| +30% | +$6.88M | 0.08% | 288 |
|
|
2023
Q4 | $21M | Buy |
+92,096
| New | +$20.7M | 0.06% | 390 |
|
|
2023
Q3 | – | Sell |
-50,441
| Closed | -$11.7M | – | 414 |
|
|
2023
Q2 | $11M | Buy |
+50,441
| New | +$10.1M | 0.03% | 594 |
|
|
2023
Q1 | – | Sell |
-279,721
| Closed | -$63.9M | – | 421 |
|
|
2022
Q4 | $60.5M | Buy |
279,721
+276,480
| +8,531% | +$64.6M | 0.22% | 98 |
|
|
2022
Q3 | $708K | Buy |
+3,241
| New | +$689K | ﹤0.01% | 1402 |
|
|
2022
Q2 | – | Sell |
-92,160
| Closed | -$17.5M | – | 1281 |
|
|
2022
Q1 | $16.8M | Sell |
92,160
-62,565
| -40% | -$10.9M | 0.06% | 382 |
|
|
2021
Q4 | $24.8M | Buy |
154,725
+9,036
| +6% | +$1.49M | 0.08% | 305 |
|
|
2021
Q3 | $22.8M | Buy |
145,689
+26,043
| +22% | +$3.74M | 0.08% | 291 |
|
|
2021
Q2 | $16.1M | Buy |
119,646
+14,194
| +13% | +$2.06M | 0.06% | 382 |
|
|
2021
Q1 | $15M | Sell |
105,452
-36,381
| -26% | -$4.64M | 0.07% | 315 |
|
|
2020
Q4 | $14.8M | Sell |
141,833
-174,914
| -55% | -$15.7M | 0.07% | 304 |
|
|
2020
Q3 | $24.3M | Buy |
316,747
+72,228
| +30% | +$5.74M | 0.1% | 232 |
|
|
2020
Q2 | $19.2M | Sell |
244,519
-12,835
| -5% | -$858K | 0.1% | 198 |
|
|
2020
Q1 | $14M | Sell |
257,354
-38,350
| -13% | -$3.09M | 0.09% | 227 |
|
|
2019
Q4 | $27.3M | Buy |
295,704
+202,139
| +216% | +$17.3M | 0.09% | 266 |
|
|
2019
Q3 | $7.66M | Sell |
93,565
-4,068
| -4% | -$326K | 0.03% | 680 |
|
|
2019
Q2 | $7.96M | Buy |
97,633
+73,843
| +310% | +$5.84M | 0.03% | 734 |
|
|
2019
Q1 | $1.66M | Sell |
23,790
-26,913
| -53% | -$1.94M | 0.01% | 1404 |
|
|
2018
Q4 | $3.1M | Buy |
50,703
+30,793
| +155% | +$1.88M | 0.01% | 1015 |
|
|
2018
Q3 | $1.28M | Sell |
19,910
-10,330
| -34% | -$685K | ﹤0.01% | 1570 |
|
|
2018
Q2 | $1.98M | Buy |
30,240
+12,818
| +74% | +$842K | 0.01% | 1358 |
|
|
2018
Q1 | $1.06M | Buy |
+17,422
| New | +$1.08M | ﹤0.01% | 1500 |
|
Other funds holding LPLA
VPM
VCM
SC
