Millennium Management’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 | $268M | Buy |
890,253
+585,543
| +192% | +$196M | 0.11% | 156 |
|
|
2025
Q4 | $109M | Sell |
304,710
-748,458
| -71% | -$265M | 0.05% | 398 |
|
|
2025
Q3 | $350M | Buy |
1,053,168
+965,693
| +1,104% | +$350M | 0.15% | 80 |
|
|
2025
Q2 | $32.8M | Sell |
87,475
-38,801
| -31% | -$13.6M | 0.02% | 1109 |
|
|
2025
Q1 | $41.3M | Sell |
126,276
-773,101
| -86% | -$269M | 0.02% | 903 |
|
|
2024
Q4 | $294M | Buy |
899,377
+60,178
| +7% | +$17.8M | 0.14% | 101 |
|
|
2024
Q3 | $195M | Buy |
839,199
+396,104
| +89% | +$89.3M | 0.09% | 175 |
|
|
2024
Q2 | $124M | Sell |
443,095
-194,702
| -31% | -$52.8M | 0.06% | 349 |
|
|
2024
Q1 | $169M | Sell |
637,797
-561,648
| -47% | -$142M | 0.07% | 249 |
|
|
2023
Q4 | $273M | Buy |
1,199,445
+899,989
| +301% | +$202M | 0.12% | 120 |
|
|
2023
Q3 | $71.2M | Sell |
299,456
-257,966
| -46% | -$59.9M | 0.04% | 512 |
|
|
2023
Q2 | $121M | Sell |
557,422
-930,219
| -63% | -$186M | 0.06% | 276 |
|
|
2023
Q1 | $301M | Buy |
1,487,641
+753,938
| +103% | +$172M | 0.17% | 69 |
|
|
2022
Q4 | $159M | Buy |
733,703
+333,987
| +84% | +$78.1M | 0.09% | 211 |
|
|
2022
Q3 | $87.3M | Buy |
399,716
+392,861
| +5,731% | +$83.6M | 0.05% | 398 |
|
|
2022
Q2 | $1.26M | Sell |
6,855
-69,146
| -91% | -$13.1M | ﹤0.01% | 4164 |
|
|
2022
Q1 | $13.9M | Sell |
76,001
-454,331
| -86% | -$79.1M | 0.01% | 1775 |
|
|
2021
Q4 | $84.9M | Sell |
530,332
-235,047
| -31% | -$38.8M | 0.04% | 427 |
|
|
2021
Q3 | $120M | Buy |
765,379
+35,362
| +5% | +$5.08M | 0.07% | 248 |
|
|
2021
Q2 | $98.5M | Buy |
730,017
+257,816
| +55% | +$37.5M | 0.06% | 306 |
|
|
2021
Q1 | $67.1M | Buy |
472,201
+348,361
| +281% | +$44.5M | 0.05% | 373 |
|
|
2020
Q4 | $12.9M | Sell |
123,840
-183,447
| -60% | -$16.5M | 0.01% | 1461 |
|
|
2020
Q3 | $23.6K | Sell |
307,287
-24,929
| -8% | -$1.98M | 0.03% | 695 |
|
|
2020
Q2 | $26M | Buy |
332,216
+213,644
| +180% | +$14.3M | 0.04% | 591 |
|
|
2020
Q1 | $6.45M | Sell |
118,572
-98,095
| -45% | -$7.91M | 0.01% | 1145 |
|
|
2019
Q4 | $20M | Sell |
216,667
-46,408
| -18% | -$3.98M | 0.03% | 854 |
|
|
2019
Q3 | $21.5M | Buy |
263,075
+165,640
| +170% | +$13.3M | 0.03% | 729 |
|
|
2019
Q2 | $7.95M | Sell |
97,435
-229,046
| -70% | -$18.1M | 0.01% | 1424 |
|
|
2019
Q1 | $22.7M | Sell |
326,481
-6,909
| -2% | -$498K | 0.03% | 732 |
|
|
2018
Q4 | $20.4M | Sell |
333,390
-75,499
| -18% | -$4.6M | 0.03% | 704 |
|
|
2018
Q3 | $26.4M | Buy |
408,889
+114,083
| +39% | +$7.56M | 0.03% | 693 |
|
|
2018
Q2 | $19.3M | Sell |
294,806
-57,201
| -16% | -$3.76M | 0.03% | 877 |
|
|
2018
Q1 | $21.5M | Buy |
352,007
+313,822
| +822% | +$19.5M | 0.03% | 835 |
|
|
2017
Q4 | $2.18M | Sell |
38,185
-287,219
| -88% | -$15.1M | ﹤0.01% | 2231 |
|
|
2017
Q3 | $16.8M | Sell |
325,404
-1,357,392
| -81% | -$62.5M | 0.03% | 894 |
|
|
2017
Q2 | $71.5M | Buy |
1,682,796
+29,635
| +2% | +$1.2M | 0.13% | 193 |
|
|
2017
Q1 | $65.8M | Buy |
1,653,161
+557,989
| +51% | +$21.9M | 0.12% | 231 |
|
|
2016
Q4 | $38.6M | Buy |
+1,095,172
| New | +$38.3M | 0.08% | 346 |
|
|
2016
Q3 | – | Sell |
-221,895
| Closed | -$5M | – | 3458 |
|
|
2016
Q2 | $5M | Buy |
+221,895
| New | +$5.57M | 0.01% | 1260 |
|
|
2015
Q2 | – | Sell |
-63,705
| Closed | -$2.79M | – | 3607 |
|
|
2015
Q1 | $2.79M | Buy |
+63,705
| New | +$2.82M | 0.01% | 1751 |
|
|
2014
Q4 | – | Sell |
-322,374
| Closed | -$14.8M | – | 4127 |
|
|
2014
Q3 | $14.8M | Buy |
+322,374
| New | +$15.5M | 0.04% | 645 |
|
|
2014
Q2 | – | Sell |
-514,216
| Closed | -$27M | – | 3672 |
|
|
2014
Q1 | $27M | Buy |
514,216
+453,620
| +749% | +$23.9M | 0.08% | 330 |
|
|
2013
Q4 | $2.85M | Buy |
60,596
+39,966
| +194% | +$1.68M | 0.01% | 1566 |
|
|
2013
Q3 | $790K | Sell |
20,630
-81,967
| -80% | -$3.14M | ﹤0.01% | 2269 |
|
|
2013
Q2 | $3.87M | Buy |
+102,597
| New | +$3.67M | 0.01% | 1183 |
|
Other funds holding LPLA
VPM
VCM
SC
