MIG Capital’s LPL Financial LPLA Stock Holding History

MIG Capital’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 Q1	–	Sell	-1,026	Closed	-$335K	–	78
2024 Q4	$335K	Buy	+1,026	New	+$303K	0.03%	43

Other funds holding LPLA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MIG Capital's LPLA Position: Q1 2025 in Review

MIG Capital sold out of LPL Financial (LPLA) in Q1 2025, closing a stake of 1,026 shares — an estimated $335K sold.

MIG Capital first reported a position in LPLA in Q4 2024 and held it in 1 quarter. The position peaked at $335K in Q4 2024. 790 funds tracked by Wall St. Rank hold LPLA as of Q1 2025.

MIG Capital reported no remaining LPL Financial position as of Q1 2025 after selling out during the quarter.
MIG Capital sold 1,026 LPL Financial shares in Q1 2025, an estimated $335K.
MIG Capital first reported a position in LPL Financial in Q4 2024 and held it in 1 quarter.
MIG Capital's LPL Financial position peaked at $335K in Q4 2024.
790 funds tracked by Wall St. Rank held LPL Financial as of Q1 2025.

Based on MIG Capital's 13F filing for Q1 2025, filed 14 May 2025.