Munro Partners’s LPL Financial LPLA Stock Holding History

Munro Partners’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
2023 Q2	–	Sell	-53,980	Closed	-$10.9M	–	39
2023 Q1	$10.9M	Buy	+53,980	New	+$12.3M	0.53%	26

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Munro Partners's LPLA Position: Q2 2023 in Review

Munro Partners sold out of LPL Financial (LPLA) in Q2 2023, closing a stake of 53,980 shares — an estimated $10.9M sold.

Munro Partners first reported a position in LPLA in Q1 2023 and held it in 1 quarter. The position peaked at $10.9M in Q1 2023. 587 funds tracked by Wall St. Rank hold LPLA as of Q2 2023.

Munro Partners reported no remaining LPL Financial position as of Q2 2023 after selling out during the quarter.
Munro Partners sold 53,980 LPL Financial shares in Q2 2023, an estimated $10.9M.
Munro Partners first reported a position in LPL Financial in Q1 2023 and held it in 1 quarter.
Munro Partners's LPL Financial position peaked at $10.9M in Q1 2023.
587 funds tracked by Wall St. Rank held LPL Financial as of Q2 2023.

Based on Munro Partners's 13F filing for Q2 2023, filed 28 Oct 2025.