New York State Teachers Retirement System (NYSTRS)
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New York State Teachers Retirement System (NYSTRS)’s LPL Financial LPLA Stock Holding History

New York State Teachers Retirement System (NYSTRS)’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
-3,371
Closed -$784K – 1650
2024
Q3 		$784K Buy
3,371
+1,658
+97% +$374K ﹤0.01% 1384
2024
Q2 		$478K Buy
1,713
+1,125
+191% +$305K ﹤0.01% 1435
2024
Q1 		$155K Sell
588
-6,217
-91% -$1.57M ﹤0.01% 1532
2023
Q4 		$1.55M Sell
6,805
-183
-3% -$41.1K ﹤0.01% 1189
2023
Q3 		$1.66M Sell
6,988
-112
-2% -$26K ﹤0.01% 1140
2023
Q2 		$1.54M Hold
7,100
– – ﹤0.01% 1170
2023
Q1 		$1.44M Hold
7,100
– – ﹤0.01% 1181
2022
Q4 		$1.53M Buy
7,100
+4,800
+209% +$1.12M ﹤0.01% 1154
2022
Q3 		$503K Buy
+2,300
New +$489K ﹤0.01% 1389
2021
Q4 		– Sell
-75,563
Closed -$11.8M – 1650
2021
Q3 		$11.8M Buy
+75,563
New +$10.9M 0.03% 509
2021
Q1 		– Sell
-6,700
Closed -$698K – 1632
2020
Q4 		$698K Sell
6,700
-100
-1% -$8.99K ﹤0.01% 1349
2020
Q3 		$521K Sell
6,800
-300
-4% -$23.8K ﹤0.01% 1347
2020
Q2 		$557K Hold
7,100
– – ﹤0.01% 1324
2020
Q1 		$386K Sell
7,100
-473
-6% -$38.1K ﹤0.01% 1321
2019
Q4 		$699K Buy
7,573
+273
+4% +$23.4K ﹤0.01% 1341
2019
Q3 		$598K Sell
7,300
-100
-1% -$8K ﹤0.01% 1325
2019
Q2 		$604K Sell
7,400
-200
-3% -$15.8K ﹤0.01% 1323
2019
Q1 		$529K Sell
7,600
-200
-3% -$14.4K ﹤0.01% 1357
2018
Q4 		$476K Buy
+7,800
New +$475K ﹤0.01% 1365
2017
Q4 		– Sell
-7,800
Closed -$402K – 1648
2017
Q3 		$402K Buy
+7,800
New +$359K ﹤0.01% 1430

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Lone Pine Capital
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Samlyn Capital
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)'s LPLA Position: Q4 2024 in Review

New York State Teachers Retirement System (NYSTRS) sold out of LPL Financial (LPLA) in Q4 2024, closing a stake of 3,371 shares — an estimated $784K sold.

New York State Teachers Retirement System (NYSTRS) first reported a position in LPLA in Q3 2017 and held it in 20 quarters. The position peaked at $11.8M in Q3 2021. 727 funds tracked by Wall St. Rank hold LPLA as of Q4 2024.

  • New York State Teachers Retirement System (NYSTRS) reported no remaining LPL Financial position as of Q4 2024 after selling out during the quarter.
  • New York State Teachers Retirement System (NYSTRS) sold 3,371 LPL Financial shares in Q4 2024, an estimated $784K.
  • New York State Teachers Retirement System (NYSTRS) first reported a position in LPL Financial in Q3 2017 and held it in 20 quarters.
  • New York State Teachers Retirement System (NYSTRS)'s LPL Financial position peaked at $11.8M in Q3 2021.
  • 727 funds tracked by Wall St. Rank held LPL Financial as of Q4 2024.

Based on New York State Teachers Retirement System (NYSTRS)'s 13F filing for Q4 2024, filed 30 Jan 2025.