Neuberger Berman Group’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.2M | Buy |
144,580
+102,304
| +242% | +$38.4M | 0.04% | 439 |
|
|
2025
Q1 | $13.8M | Buy |
42,276
+35,886
| +562% | +$11.7M | 0.01% | 706 |
|
|
2024
Q4 | $2.09M | Buy |
6,390
+149
| +2% | +$48.7K | ﹤0.01% | 1130 |
|
|
2024
Q3 | $1.45M | Sell |
6,241
-124
| -2% | -$28.8K | ﹤0.01% | 1197 |
|
|
2024
Q2 | $1.78M | Sell |
6,365
-667
| -9% | -$186K | ﹤0.01% | 1123 |
|
|
2024
Q1 | $1.86M | Buy |
7,032
+239
| +4% | +$63.1K | ﹤0.01% | 1133 |
|
|
2023
Q4 | $1.55M | Sell |
6,793
-723
| -10% | -$165K | ﹤0.01% | 1168 |
|
|
2023
Q3 | $1.79M | Sell |
7,516
-451
| -6% | -$107K | ﹤0.01% | 1100 |
|
|
2023
Q2 | $1.73M | Buy |
7,967
+904
| +13% | +$197K | ﹤0.01% | 1112 |
|
|
2023
Q1 | $1.43M | Sell |
7,063
-1,257
| -15% | -$254K | ﹤0.01% | 1161 |
|
|
2022
Q4 | $1.8M | Sell |
8,320
-1,791
| -18% | -$387K | ﹤0.01% | 1093 |
|
|
2022
Q3 | $2.21M | Buy |
10,111
+416
| +4% | +$90.9K | ﹤0.01% | 1054 |
|
|
2022
Q2 | $1.79M | Buy |
9,695
+2,183
| +29% | +$403K | ﹤0.01% | 1140 |
|
|
2022
Q1 | $1.37M | Buy |
7,512
+525
| +8% | +$95.9K | ﹤0.01% | 1276 |
|
|
2021
Q4 | $1.11M | Buy |
6,987
+1,040
| +17% | +$166K | ﹤0.01% | 1336 |
|
|
2021
Q3 | $926K | Buy |
5,947
+3,529
| +146% | +$549K | ﹤0.01% | 1323 |
|
|
2021
Q2 | $321K | Sell |
2,418
-2,797
| -54% | -$371K | ﹤0.01% | 1589 |
|
|
2021
Q1 | $736K | Buy |
5,215
+1,848
| +55% | +$261K | ﹤0.01% | 1383 |
|
|
2020
Q4 | $347K | Sell |
3,367
-9,978
| -75% | -$1.03M | ﹤0.01% | 1469 |
|
|
2020
Q3 | $1.02M | Buy |
13,345
+8,033
| +151% | +$616K | ﹤0.01% | 1211 |
|
|
2020
Q2 | $416K | Buy |
+5,312
| New | +$416K | ﹤0.01% | 1308 |
|