Natixis Advisors’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 | $14.2M | Buy |
47,248
+6,414
| +16% | +$2.15M | 0.02% | 586 |
|
|
2025
Q4 | $14.6M | Sell |
40,834
-15,108
| -27% | -$5.34M | 0.02% | 574 |
|
|
2025
Q3 | $18.6M | Sell |
55,942
-23,675
| -30% | -$8.58M | 0.03% | 505 |
|
|
2025
Q2 | $29.9M | Buy |
79,617
+19,225
| +32% | +$6.74M | 0.05% | 348 |
|
|
2025
Q1 | $19.8M | Buy |
60,392
+5,025
| +9% | +$1.75M | 0.04% | 452 |
|
|
2024
Q4 | $18.1M | Buy |
55,367
+1,553
| +3% | +$459K | 0.03% | 470 |
|
|
2024
Q3 | $12.5M | Sell |
53,814
-5,817
| -10% | -$1.31M | 0.02% | 592 |
|
|
2024
Q2 | $16.7M | Buy |
59,631
+3,644
| +7% | +$989K | 0.04% | 442 |
|
|
2024
Q1 | $14.8M | Buy |
55,987
+27,144
| +94% | +$6.85M | 0.03% | 477 |
|
|
2023
Q4 | $6.57M | Sell |
28,843
-16,090
| -36% | -$3.62M | 0.02% | 679 |
|
|
2023
Q3 | $10.7M | Sell |
44,933
-1,779
| -4% | -$413K | 0.03% | 490 |
|
|
2023
Q2 | $10.2M | Buy |
46,712
+2,614
| +6% | +$523K | 0.03% | 521 |
|
|
2023
Q1 | $8.93M | Sell |
44,098
-563
| -1% | -$129K | 0.03% | 530 |
|
|
2022
Q4 | $9.65M | Sell |
44,661
-2,284
| -5% | -$534K | 0.04% | 493 |
|
|
2022
Q3 | $10.3M | Buy |
46,945
+7,256
| +18% | +$1.54M | 0.04% | 426 |
|
|
2022
Q2 | $7.32M | Buy |
39,689
+15,093
| +61% | +$2.87M | 0.03% | 540 |
|
|
2022
Q1 | $4.49M | Sell |
24,596
-37,528
| -60% | -$6.54M | 0.02% | 713 |
|
|
2021
Q4 | $9.95M | Buy |
62,124
+1,381
| +2% | +$228K | 0.04% | 463 |
|
|
2021
Q3 | $9.52M | Buy |
60,743
+1,064
| +2% | +$153K | 0.04% | 435 |
|
|
2021
Q2 | $8.05M | Sell |
59,679
-28,383
| -32% | -$4.13M | 0.04% | 470 |
|
|
2021
Q1 | $12.5M | Sell |
88,062
-13,698
| -13% | -$1.75M | 0.07% | 333 |
|
|
2020
Q4 | $10.6M | Sell |
101,760
-7,413
| -7% | -$666K | 0.06% | 343 |
|
|
2020
Q3 | $8.37M | Buy |
109,173
+33,222
| +44% | +$2.64M | 0.05% | 374 |
|
|
2020
Q2 | $5.95M | Buy |
75,951
+21,293
| +39% | +$1.42M | 0.04% | 454 |
|
|
2020
Q1 | $2.98M | Sell |
54,658
-17,620
| -24% | -$1.42M | 0.02% | 623 |
|
|
2019
Q4 | $6.67M | Buy |
72,278
+16,101
| +29% | +$1.38M | 0.05% | 432 |
|
|
2019
Q3 | $4.6M | Sell |
56,177
-27,237
| -33% | -$2.18M | 0.04% | 505 |
|
|
2019
Q2 | $6.8M | Buy |
83,414
+664
| +0.8% | +$52.5K | 0.06% | 371 |
|
|
2019
Q1 | $5.76M | Buy |
82,750
+1,314
| +2% | +$94.7K | 0.05% | 404 |
|
|
2018
Q4 | $4.97M | Sell |
81,436
-9,136
| -10% | -$557K | 0.05% | 415 |
|
|
2018
Q3 | $5.84M | Sell |
90,572
-1,916
| -2% | -$127K | 0.05% | 408 |
|
|
2018
Q2 | $6.06M | Buy |
92,488
+42,058
| +83% | +$2.76M | 0.06% | 389 |
|
|
2018
Q1 | $3.08M | Sell |
50,430
-1,629
| -3% | -$101K | 0.03% | 616 |
|
|
2017
Q4 | $2.98M | Sell |
52,059
-2,197
| -4% | -$116K | 0.03% | 575 |
|
|
2017
Q3 | $2.8M | Buy |
+54,256
| New | +$2.5M | 0.03% | 610 |
|
|
2015
Q4 | – | Sell |
-79,840
| Closed | -$3.17M | – | 996 |
|
|
2015
Q3 | $3.17M | Sell |
79,840
-44,144
| -36% | -$1.9M | 0.06% | 472 |
|
|
2015
Q2 | $5.76M | Sell |
123,984
-78,022
| -39% | -$3.37M | 0.1% | 286 |
|
|
2015
Q1 | $8.86M | Buy |
202,006
+3,350
| +2% | +$148K | 0.16% | 161 |
|
|
2014
Q4 | $8.85M | Sell |
198,656
-3,377
| -2% | -$145K | 0.17% | 159 |
|
|
2014
Q3 | $9.3M | Sell |
202,033
-171,011
| -46% | -$8.24M | 0.19% | 132 |
|
|
2014
Q2 | $18.6M | Buy |
373,044
+92,891
| +33% | +$4.51M | 0.27% | 74 |
|
|
2014
Q1 | $14.7M | Sell |
280,153
-70,731
| -20% | -$3.73M | 0.23% | 103 |
|
|
2013
Q4 | $16.5M | Sell |
350,884
-13,050
| -4% | -$548K | 0.27% | 82 |
|
|
2013
Q3 | $13.9M | Sell |
363,934
-8,995
| -2% | -$344K | 0.26% | 91 |
|
|
2013
Q2 | $14.1M | Buy |
+372,929
| New | +$13.3M | 0.28% | 71 |
|
Other funds holding LPLA
VPM
VCM
SC
