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Maven Securities’s LPL Financial LPLA Stock Holding History

Maven Securities’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
Q2 		– Sell
-5,000
Closed -$1.64M – 992
2025
Q1 		$1.64M Buy
+5,000
New +$1.74M 0.36% 318
2022
Q4 		– Sell
-2,100
Closed -$459K – 1057
2022
Q3 		$459K Sell
2,100
-3,300
-61% -$702K 0.06% 816
2022
Q2 		$996K Buy
5,400
+195
+4% +$37K 0.18% 362
2022
Q1 		$951K Sell
5,205
-1,900
-27% -$331K 0.2% 354
2021
Q4 		$1.14M Sell
7,105
-6,295
-47% -$1.04M 0.14% 310
2021
Q3 		$2.1M Buy
+13,400
New +$1.92M 0.24% 229
2020
Q4 		– Sell
-9,263
Closed -$707K – 770
2020
Q3 		$707K Buy
+9,263
New +$736K 0.1% 317
2020
Q1 		– Sell
-2,582
Closed -$239K – 406
2019
Q4 		$239K Sell
2,582
-15,418
-86% -$1.32M 0.08% 326
2019
Q3 		$1.47M Buy
+18,000
New +$1.44M 0.71% 58

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return