Massachusetts Financial Services’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 | $1.17B | Buy |
3,869,359
+149,912
| +4% | +$50.3M | 0.39% | 73 |
|
|
2025
Q4 | $1.33B | Buy |
3,719,447
+477,094
| +15% | +$169M | 0.43% | 70 |
|
|
2025
Q3 | $1.08B | Buy |
3,242,353
+800,171
| +33% | +$290M | 0.33% | 85 |
|
|
2025
Q2 | $916M | Buy |
2,442,182
+926,122
| +61% | +$324M | 0.29% | 97 |
|
|
2025
Q1 | $496M | Buy |
1,516,060
+400,352
| +36% | +$139M | 0.16% | 152 |
|
|
2024
Q4 | $364M | Buy |
1,115,708
+405,341
| +57% | +$120M | 0.12% | 194 |
|
|
2024
Q3 | $165M | Sell |
710,367
-174,263
| -20% | -$39.3M | 0.05% | 313 |
|
|
2024
Q2 | $247M | Buy |
884,630
+90,020
| +11% | +$24.4M | 0.08% | 227 |
|
|
2024
Q1 | $210M | Buy |
794,610
+211,222
| +36% | +$53.3M | 0.06% | 258 |
|
|
2023
Q4 | $133M | Buy |
583,388
+15,096
| +3% | +$3.39M | 0.04% | 328 |
|
|
2023
Q3 | $135M | Buy |
568,292
+537,272
| +1,732% | +$125M | 0.05% | 310 |
|
|
2023
Q2 | $6.74M | Sell |
31,020
-23,053
| -43% | -$4.62M | ﹤0.01% | 631 |
|
|
2023
Q1 | $10.9M | Buy |
54,073
+9,855
| +22% | +$2.25M | ﹤0.01% | 608 |
|
|
2022
Q4 | $9.56M | Buy |
+44,218
| New | +$10.3M | ﹤0.01% | 615 |
|
|
2020
Q1 | – | Sell |
-5,344
| Closed | -$493K | – | 817 |
|
|
2019
Q4 | $493K | Sell |
5,344
-575
| -10% | -$49.4K | ﹤0.01% | 780 |
|
|
2019
Q3 | $485K | Buy |
5,919
+661
| +13% | +$52.9K | ﹤0.01% | 795 |
|
|
2019
Q2 | $429K | Buy |
5,258
+734
| +16% | +$58.1K | ﹤0.01% | 820 |
|
|
2019
Q1 | $315K | Buy |
4,524
+166
| +4% | +$12K | ﹤0.01% | 824 |
|
|
2018
Q4 | $266K | Buy |
4,358
+341
| +8% | +$20.8K | ﹤0.01% | 837 |
|
|
2018
Q3 | $259K | Buy |
+4,017
| New | +$266K | ﹤0.01% | 846 |
|
|
2015
Q4 | – | Sell |
-446,630
| Closed | -$17.8M | – | 866 |
|
|
2015
Q3 | $17.8M | Sell |
446,630
-459
| -0.1% | -$19.7K | 0.01% | 513 |
|
|
2015
Q2 | $20.8M | Buy |
447,089
+111,810
| +33% | +$4.84M | 0.01% | 517 |
|
|
2015
Q1 | $14.7M | Buy |
335,279
+10,121
| +3% | +$447K | 0.01% | 582 |
|
|
2014
Q4 | $14.5M | Buy |
325,158
+19,707
| +6% | +$848K | 0.01% | 579 |
|
|
2014
Q3 | $14.1M | Buy |
305,451
+107,792
| +55% | +$5.19M | 0.01% | 598 |
|
|
2014
Q2 | $9.83M | Sell |
197,659
-406,351
| -67% | -$19.7M | 0.01% | 619 |
|
|
2014
Q1 | $31.7M | Sell |
604,010
-560,150
| -48% | -$29.6M | 0.02% | 427 |
|
|
2013
Q4 | $54.8M | Sell |
1,164,160
-11,810
| -1% | -$496K | 0.03% | 334 |
|
|
2013
Q3 | $45.1M | Sell |
1,175,970
-8,220
| -0.7% | -$314K | 0.03% | 344 |
|
|
2013
Q2 | $44.7M | Buy |
+1,184,190
| New | +$42.3M | 0.03% | 337 |
|
Other funds holding LPLA
VPM
VCM
SC
LPC