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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $386M | Sell |
1,283,665
-479,598
| -27% | -$161M | 0.02% | 631 |
|
|
2025
Q4 | $630M | Buy |
1,763,263
+283,612
| +19% | +$100M | 0.04% | 451 |
|
|
2025
Q3 | $492M | Buy |
1,479,651
+105,654
| +8% | +$38.3M | 0.03% | 527 |
|
|
2025
Q2 | $515M | Buy |
1,373,997
+168,271
| +14% | +$59M | 0.03% | 484 |
|
|
2025
Q1 | $394M | Buy |
1,205,726
+177,880
| +17% | +$61.9M | 0.03% | 555 |
|
|
2024
Q4 | $336M | Buy |
1,027,846
+156,998
| +18% | +$46.4M | 0.02% | 620 |
|
|
2024
Q3 | $203M | Sell |
870,848
-596,159
| -41% | -$134M | 0.01% | 823 |
|
|
2024
Q2 | $410M | Buy |
1,467,007
+191,111
| +15% | +$51.9M | 0.03% | 518 |
|
|
2024
Q1 | $337M | Buy |
1,275,896
+225,310
| +21% | +$56.9M | 0.03% | 589 |
|
|
2023
Q4 | $239M | Buy |
1,050,586
+550,154
| +110% | +$124M | 0.01% | 1041 |
|
|
2023
Q3 | $119M | Sell |
500,432
-117,787
| -19% | -$27.4M | 0.01% | 966 |
|
|
2023
Q2 | $134M | Sell |
618,219
-80,199
| -11% | -$16.1M | 0.01% | 913 |
|
|
2023
Q1 | $141M | Buy |
698,418
+3,993
| +0.6% | +$913K | 0.02% | 862 |
|
|
2022
Q4 | $150M | Buy |
694,425
+239,867
| +53% | +$56.1M | 0.02% | 809 |
|
|
2022
Q3 | $99.3M | Buy |
454,558
+52,924
| +13% | +$11.3M | 0.01% | 893 |
|
|
2022
Q2 | $74.1M | Buy |
401,634
+198,490
| +98% | +$37.7M | 0.01% | 1107 |
|
|
2022
Q1 | $37.1M | Buy |
203,144
+87,399
| +76% | +$15.2M | 0.01% | 1519 |
|
|
2021
Q4 | $18.5M | Buy |
115,745
+23,108
| +25% | +$3.81M | ﹤0.01% | 2243 |
|
|
2021
Q3 | $14.5M | Sell |
92,637
-189,089
| -67% | -$27.2M | ﹤0.01% | 2451 |
|
|
2021
Q2 | $38M | Buy |
281,726
+162,405
| +136% | +$23.6M | 0.01% | 1536 |
|
|
2021
Q1 | $17M | Sell |
119,321
-51,313
| -30% | -$6.55M | ﹤0.01% | 2087 |
|
|
2020
Q4 | $17.8M | Buy |
170,634
+97,856
| +134% | +$8.79M | ﹤0.01% | 1915 |
|
|
2020
Q3 | $5.58M | Buy |
72,778
+28,801
| +65% | +$2.29M | ﹤0.01% | 2617 |
|
|
2020
Q2 | $3.45M | Sell |
43,977
-76,252
| -63% | -$5.1M | ﹤0.01% | 3055 |
|
|
2020
Q1 | $6.54M | Sell |
120,229
-45,066
| -27% | -$3.63M | ﹤0.01% | 2196 |
|
|
2019
Q4 | $15.2M | Buy |
165,295
+7,614
| +5% | +$653K | ﹤0.01% | 1924 |
|
|
2019
Q3 | $12.9M | Buy |
157,681
+71,643
| +83% | +$5.73M | ﹤0.01% | 1873 |
|
|
2019
Q2 | $7.02M | Sell |
86,038
-81,397
| -49% | -$6.44M | ﹤0.01% | 2552 |
|
|
2019
Q1 | $11.7M | Buy |
167,435
+81,251
| +94% | +$5.86M | ﹤0.01% | 1886 |
|
|
2018
Q4 | $5.26M | Buy |
86,184
+37,911
| +79% | +$2.31M | ﹤0.01% | 2852 |
|
|
2018
Q3 | $3.11M | Sell |
48,273
-47,725
| -50% | -$3.16M | ﹤0.01% | 3639 |
|
|
2018
Q2 | $6.29M | Sell |
95,998
-198,059
| -67% | -$13M | ﹤0.01% | 2892 |
|
|
2018
Q1 | $18M | Buy |
294,057
+242,153
| +467% | +$15M | 0.01% | 1771 |
|
|
2017
Q4 | $2.97M | Buy |
51,904
+25,548
| +97% | +$1.34M | ﹤0.01% | 3657 |
|
|
2017
Q3 | $1.36M | Sell |
26,356
-6,326
| -19% | -$291K | ﹤0.01% | 4214 |
|
|
2017
Q2 | $1.39M | Sell |
32,682
-41,244
| -56% | -$1.67M | ﹤0.01% | 4117 |
|
|
2017
Q1 | $2.94M | Sell |
73,926
-58,604
| -44% | -$2.3M | ﹤0.01% | 3451 |
|
|
2016
Q4 | $4.67M | Buy |
132,530
+123,680
| +1,398% | +$4.32M | ﹤0.01% | 3069 |
|
|
2016
Q3 | $264K | Sell |
8,850
-28,977
| -77% | -$784K | ﹤0.01% | 4885 |
|
|
2016
Q2 | $852K | Sell |
37,827
-32,142
| -46% | -$807K | ﹤0.01% | 4100 |
|
|
2016
Q1 | $1.74M | Sell |
69,969
-256,675
| -79% | -$6.93M | ﹤0.01% | 3461 |
|
|
2015
Q4 | $13.9M | Sell |
326,644
-3,263,454
| -91% | -$139M | 0.01% | 1704 |
|
|
2015
Q3 | $143M | Sell |
3,590,098
-167,419
| -4% | -$7.2M | 0.05% | 362 |
|
|
2015
Q2 | $175M | Buy |
3,757,517
+3,746,074
| +32,737% | +$162M | 0.06% | 342 |
|
|
2015
Q1 | $502K | Buy |
11,443
+8,074
| +240% | +$357K | ﹤0.01% | 4652 |
|
|
2014
Q4 | $150K | Sell |
3,369
-103,289
| -97% | -$4.44M | ﹤0.01% | 5376 |
|
|
2014
Q3 | $4.91M | Buy |
106,658
+48,148
| +82% | +$2.32M | ﹤0.01% | 2654 |
|
|
2014
Q2 | $2.91M | Sell |
58,510
-152,249
| -72% | -$7.38M | ﹤0.01% | 3178 |
|
|
2014
Q1 | $11.1M | Buy |
210,759
+185,081
| +721% | +$9.77M | ﹤0.01% | 1879 |
|
|
2013
Q4 | $1.21M | Sell |
25,678
-142,688
| -85% | -$5.99M | ﹤0.01% | 3770 |
|
|
2013
Q3 | $6.45M | Buy |
168,366
+156,309
| +1,296% | +$5.98M | ﹤0.01% | 2171 |
|
|
2013
Q2 | $455K | Buy |
+12,057
| New | +$431K | ﹤0.01% | 4325 |
|
Other funds holding LPLA
VPM
VCM
SC
