Marshall Wace’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 | – | Sell |
-9,744
| Closed | -$3.48M | – | 3490 |
|
|
2025
Q4 | $3.48M | Sell |
9,744
-110,988
| -92% | -$39.3M | ﹤0.01% | 1319 |
|
|
2025
Q3 | $40.2M | Buy |
120,732
+100,217
| +489% | +$36.3M | 0.04% | 391 |
|
|
2025
Q2 | $7.69M | Sell |
20,515
-656,721
| -97% | -$230M | 0.01% | 941 |
|
|
2025
Q1 | $222M | Buy |
677,236
+173,060
| +34% | +$60.3M | 0.28% | 55 |
|
|
2024
Q4 | $165M | Sell |
504,176
-359,078
| -42% | -$106M | 0.2% | 76 |
|
|
2024
Q3 | $201M | Buy |
+863,254
| New | +$195M | 0.24% | 66 |
|
|
2023
Q4 | – | Sell |
-156,127
| Closed | -$37.1M | – | 2426 |
|
|
2023
Q3 | $37.1M | Sell |
156,127
-326,826
| -68% | -$75.9M | 0.08% | 266 |
|
|
2023
Q2 | $105M | Buy |
482,953
+199,238
| +70% | +$39.9M | 0.21% | 99 |
|
|
2023
Q1 | $57.4M | Buy |
283,715
+260,352
| +1,114% | +$59.5M | 0.12% | 182 |
|
|
2022
Q4 | $5.05M | Buy |
+23,363
| New | +$5.46M | 0.01% | 1177 |
|
|
2022
Q1 | – | Sell |
-110,674
| Closed | -$17.7M | – | 3719 |
|
|
2021
Q4 | $17.7M | Buy |
110,674
+95,653
| +637% | +$15.8M | 0.03% | 541 |
|
|
2021
Q3 | $2.35M | Buy |
15,021
+10,558
| +237% | +$1.52M | 0.01% | 1439 |
|
|
2021
Q2 | $602K | Buy |
4,463
+1,244
| +39% | +$181K | ﹤0.01% | 2050 |
|
|
2021
Q1 | $458K | Sell |
3,219
-37,140
| -92% | -$4.74M | ﹤0.01% | 1978 |
|
|
2020
Q4 | $4.21M | Sell |
40,359
-96,846
| -71% | -$8.7M | 0.02% | 633 |
|
|
2020
Q3 | $10.5M | Sell |
137,205
-87,173
| -39% | -$6.92M | 0.07% | 287 |
|
|
2020
Q2 | $17.6M | Buy |
224,378
+179,435
| +399% | +$12M | 0.12% | 175 |
|
|
2020
Q1 | $2.45M | Sell |
44,943
-13,171
| -23% | -$1.06M | 0.02% | 569 |
|
|
2019
Q4 | $5.36M | Buy |
58,114
+56,714
| +4,051% | +$4.87M | 0.04% | 509 |
|
|
2019
Q3 | $115K | Sell |
1,400
-6,794
| -83% | -$544K | ﹤0.01% | 1377 |
|
|
2019
Q2 | $668K | Buy |
+8,194
| New | +$648K | 0.01% | 1022 |
|
|
2019
Q1 | – | Sell |
-6,884
| Closed | -$420K | – | 1910 |
|
|
2018
Q4 | $420K | Sell |
6,884
-252,660
| -97% | -$15.4M | ﹤0.01% | 1162 |
|
|
2018
Q3 | $16.7M | Buy |
259,544
+142,091
| +121% | +$9.42M | 0.14% | 196 |
|
|
2018
Q2 | $7.7M | Buy |
+117,453
| New | +$7.72M | 0.12% | 215 |
|
|
2017
Q1 | – | Sell |
-311,694
| Closed | -$11M | – | 556 |
|
|
2016
Q4 | $11M | Buy |
+311,694
| New | +$10.9M | 0.07% | 313 |
|
|
2014
Q3 | – | Sell |
-60,864
| Closed | -$3.03M | – | 963 |
|
|
2014
Q2 | $3.03M | Buy |
60,864
+52,632
| +639% | +$2.55M | 0.04% | 332 |
|
|
2014
Q1 | $433K | Buy |
+8,232
| New | +$435K | 0.01% | 609 |
|
Other funds holding LPLA
VPM
VCM
SC
Marshall Wace's LPLA Position: Q1 2026 in Review
Marshall Wace sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 9,744 shares — an estimated $3.48M sold.
Marshall Wace first reported a position in LPLA in Q1 2014 and held it in 27 quarters. The position peaked at $222M in Q1 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.
- Marshall Wace reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
- Marshall Wace sold 9,744 LPL Financial shares in Q1 2026, an estimated $3.48M.
- Marshall Wace first reported a position in LPL Financial in Q1 2014 and held it in 27 quarters.
- Marshall Wace's LPL Financial position peaked at $222M in Q1 2025.
- 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.
Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.