NRD
LPLA icon

Nebula Research & Development’s LPL Financial LPLA Stock Holding History

Nebula Research & Development’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
2024
Q4 		– Sell
-1,206
Closed -$281K – 1015
2024
Q3 		$281K Sell
1,206
-2,678
-69% -$603K 0.03% 737
2024
Q2 		$1.08M Buy
3,884
+273
+8% +$74.1K 0.18% 198
2024
Q1 		$954K Buy
+3,611
New +$911K 0.21% 159
2023
Q2 		– Sell
-1,369
Closed -$277K – 403
2023
Q1 		$277K Buy
+1,369
New +$313K 0.49% 123

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Nebula Research & Development's LPLA Position: Q4 2024 in Review

Nebula Research & Development sold out of LPL Financial (LPLA) in Q4 2024, closing a stake of 1,206 shares — an estimated $281K sold.

Nebula Research & Development first reported a position in LPLA in Q1 2023 and held it in 4 quarters. The position peaked at $1.08M in Q2 2024. 724 funds tracked by Wall St. Rank hold LPLA as of Q4 2024.

  • Nebula Research & Development reported no remaining LPL Financial position as of Q4 2024 after selling out during the quarter.
  • Nebula Research & Development sold 1,206 LPL Financial shares in Q4 2024, an estimated $281K.
  • Nebula Research & Development first reported a position in LPL Financial in Q1 2023 and held it in 4 quarters.
  • Nebula Research & Development's LPL Financial position peaked at $1.08M in Q2 2024.
  • 724 funds tracked by Wall St. Rank held LPL Financial as of Q4 2024.

Based on Nebula Research & Development's 13F filing for Q4 2024, filed 14 Feb 2025.