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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $38.3M | Buy |
127,421
+122,264
| +2,371% | +$41M | 0.03% | 524 |
|
|
2025
Q4 | $1.84M | Sell |
5,157
-197
| -4% | -$69.7K | ﹤0.01% | 1204 |
|
|
2025
Q3 | $1.78M | Sell |
5,354
-139,226
| -96% | -$50.5M | ﹤0.01% | 1183 |
|
|
2025
Q2 | $54.2M | Buy |
144,580
+102,304
| +242% | +$35.8M | 0.04% | 439 |
|
|
2025
Q1 | $13.8M | Buy |
42,276
+35,886
| +562% | +$12.5M | 0.01% | 706 |
|
|
2024
Q4 | $2.09M | Buy |
6,390
+149
| +2% | +$44.1K | ﹤0.01% | 1131 |
|
|
2024
Q3 | $1.45M | Sell |
6,241
-124
| -2% | -$27.9K | ﹤0.01% | 1198 |
|
|
2024
Q2 | $1.78M | Sell |
6,365
-667
| -9% | -$181K | ﹤0.01% | 1124 |
|
|
2024
Q1 | $1.86M | Buy |
7,032
+239
| +4% | +$60.3K | ﹤0.01% | 1133 |
|
|
2023
Q4 | $1.55M | Sell |
6,793
-723
| -10% | -$163K | ﹤0.01% | 1168 |
|
|
2023
Q3 | $1.79M | Sell |
7,516
-451
| -6% | -$105K | ﹤0.01% | 1100 |
|
|
2023
Q2 | $1.73M | Buy |
7,967
+904
| +13% | +$181K | ﹤0.01% | 1112 |
|
|
2023
Q1 | $1.43M | Sell |
7,063
-1,257
| -15% | -$287K | ﹤0.01% | 1161 |
|
|
2022
Q4 | $1.8M | Sell |
8,320
-1,791
| -18% | -$419K | ﹤0.01% | 1093 |
|
|
2022
Q3 | $2.21M | Buy |
10,111
+416
| +4% | +$88.5K | ﹤0.01% | 1054 |
|
|
2022
Q2 | $1.79M | Buy |
9,695
+2,183
| +29% | +$415K | ﹤0.01% | 1141 |
|
|
2022
Q1 | $1.37M | Buy |
7,512
+525
| +8% | +$91.4K | ﹤0.01% | 1276 |
|
|
2021
Q4 | $1.11M | Buy |
6,987
+1,040
| +17% | +$172K | ﹤0.01% | 1336 |
|
|
2021
Q3 | $926K | Buy |
5,947
+3,529
| +146% | +$507K | ﹤0.01% | 1326 |
|
|
2021
Q2 | $321K | Sell |
2,418
-2,797
| -54% | -$407K | ﹤0.01% | 1593 |
|
|
2021
Q1 | $736K | Buy |
5,215
+1,848
| +55% | +$236K | ﹤0.01% | 1388 |
|
|
2020
Q4 | $347K | Sell |
3,367
-9,978
| -75% | -$897K | ﹤0.01% | 1481 |
|
|
2020
Q3 | $1.02M | Buy |
13,345
+8,033
| +151% | +$638K | ﹤0.01% | 1214 |
|
|
2020
Q2 | $416K | Buy |
+5,312
| New | +$355K | ﹤0.01% | 1314 |
|
Other funds holding LPLA
VPM
VCM
SC
