Morgan Stanley’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $515M | Buy |
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|
2025
Q1 | $394M | Buy |
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|
2024
Q4 | $336M | Buy |
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|
2024
Q3 | $203M | Sell |
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|
2024
Q2 | $410M | Buy |
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|
2024
Q1 | $337M | Buy |
|
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|
2023
Q4 | $239M | Buy |
|
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|
2023
Q3 | $119M | Sell |
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|
2023
Q2 | $134M | Sell |
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|
2023
Q1 | $141M | Buy |
|
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|
2022
Q4 | $150M | Buy |
|
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|
2022
Q3 | $99.3M | Buy |
|
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|
2022
Q2 | $74.1M | Buy |
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|
2022
Q1 | $37.1M | Buy |
|
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|
2021
Q4 | $18.5M | Buy |
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|
2021
Q3 | $14.5M | Sell |
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|
2021
Q2 | $38M | Buy |
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|
2021
Q1 | $17M | Sell |
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|
2020
Q4 | $17.8M | Buy |
|
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|
2020
Q3 | $5.58M | Buy |
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|
2020
Q2 | $3.45M | Sell |
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|
2020
Q1 | $6.54M | Sell |
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|
2019
Q4 | $15.2M | Buy |
|
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|
2019
Q3 | $12.9M | Buy |
|
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|
2019
Q2 | $7.02M | Sell |
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|
2019
Q1 | $11.7M | Buy |
|
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|
2018
Q4 | $5.26M | Buy |
|
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|
2018
Q3 | $3.11M | Sell |
|
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|
2018
Q2 | $6.29M | Sell |
|
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|
2018
Q1 | $18M | Buy |
|
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|
2017
Q4 | $2.97M | Buy |
|
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|
2017
Q3 | $1.36M | Sell |
|
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|
2017
Q2 | $1.39M | Sell |
|
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|
2017
Q1 | $2.94M | Sell |
|
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|
2016
Q4 | $4.67M | Buy |
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|
2016
Q3 | $264K | Sell |
|
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|
2016
Q2 | $852K | Sell |
|
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|
2016
Q1 | $1.74M | Sell |
|
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|
2015
Q4 | $13.9M | Sell |
|
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|
2015
Q3 | $143M | Sell |
|
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|
2015
Q2 | $175M | Buy |
|
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|
2015
Q1 | $502K | Buy |
|
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|
2014
Q4 | $150K | Sell |
|
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|
2014
Q3 | $4.91M | Buy |
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|
2014
Q2 | $2.91M | Sell |
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|
2014
Q1 | $11.1M | Buy |
|
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|
2013
Q4 | $1.21M | Sell |
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|
2013
Q3 | $6.45M | Buy |
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|
2013
Q2 | $455K | Buy |
|