Neuberger Berman Group’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$54.2M Buy
2025
Q1
$13.8M Buy
2024
Q4
$2.09M Buy
2024
Q3
$1.45M Sell
2024
Q2
$1.78M Sell
2024
Q1
$1.86M Buy
2023
Q4
$1.55M Sell
2023
Q3
$1.79M Sell
2023
Q2
$1.73M Buy
2023
Q1
$1.43M Sell
2022
Q4
$1.8M Sell
2022
Q3
$2.21M Buy
2022
Q2
$1.79M Buy
2022
Q1
$1.37M Buy
2021
Q4
$1.11M Buy
2021
Q3
$926K Buy
2021
Q2
$321K Sell
2021
Q1
$736K Buy
2020
Q4
$347K Sell
2020
Q3
$1.02M Buy
2020
Q2
$416K Buy