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MJP Associates’s LPL Financial LPLA Stock Holding History

MJP Associates’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
2024
Q3 		– Sell
-1,522
Closed -$425K – 238
2024
Q2 		$425K Buy
1,522
+77
+5% +$20.9K 0.09% 129
2024
Q1 		$382K Buy
1,445
+309
+27% +$78K 0.08% 136
2023
Q4 		$259K Sell
1,136
-26
-2% -$5.84K 0.07% 142
2023
Q3 		$276K Buy
1,162
+164
+16% +$38.1K 0.08% 114
2023
Q2 		$217K Buy
+998
New +$200K 0.07% 143
2022
Q4 		– Sell
-1,010
Closed -$221K – 144
2022
Q3 		$221K Buy
+1,010
New +$215K 0.07% 113

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

MJP Associates's LPLA Position: Q3 2024 in Review

MJP Associates sold out of LPL Financial (LPLA) in Q3 2024, closing a stake of 1,522 shares — an estimated $425K sold.

MJP Associates first reported a position in LPLA in Q3 2022 and held it in 6 quarters. The position peaked at $425K in Q2 2024. 642 funds tracked by Wall St. Rank hold LPLA as of Q3 2024.

  • MJP Associates reported no remaining LPL Financial position as of Q3 2024 after selling out during the quarter.
  • MJP Associates sold 1,522 LPL Financial shares in Q3 2024, an estimated $425K.
  • MJP Associates first reported a position in LPL Financial in Q3 2022 and held it in 6 quarters.
  • MJP Associates's LPL Financial position peaked at $425K in Q2 2024.
  • 642 funds tracked by Wall St. Rank held LPL Financial as of Q3 2024.

Based on MJP Associates's 13F filing for Q3 2024, filed 12 Nov 2024.