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MUFG Securities EMEA’s LPL Financial LPLA Stock Holding History

MUFG Securities EMEA’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
2021
Q1 		– Sell
-6,000
Closed -$625K – 426
2020
Q4 		$625K Sell
6,000
-50,000
-89% -$4.49M ﹤0.01% 335
2020
Q3 		$4.29M Buy
+56,000
New +$4.45M 0.04% 212
2020
Q2 		– Sell
-42,943
Closed -$2.34M – 464
2020
Q1 		$2.34M Buy
42,943
+12,943
+43% +$1.04M 0.02% 277
2019
Q4 		$2.77M Buy
+30,000
New +$2.57M 0.02% 344
2018
Q3 		– Sell
-11,500
Closed -$754K – 704
2018
Q2 		$754K Buy
+11,500
New +$756K 0.01% 224

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return