NFG
LPLA icon

Next Financial Group’s LPL Financial LPLA Stock Holding History

Next Financial Group’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
2021
Q4 		$392K Buy
2,450
+1,167
+91% +$193K 0.03% 641
2021
Q3 		$202K Sell
1,283
-894
-41% -$128K 0.02% 831
2021
Q2 		$294K Buy
2,177
+1,360
+166% +$198K 0.02% 690
2021
Q1 		$116K Buy
817
+814
+27,133% +$104K 0.01% 964
2020
Q4 		$0 Buy
+3
New +$270 ﹤0.01% 2385

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Next Financial Group's LPLA Position: Q4 2021 in Review

Next Financial Group increased its LPL Financial (LPLA) stake by 91% in Q4 2021, buying an estimated $193K and bringing the position to 2,450 shares worth $392K. The position accounts for 0.03% of the portfolio, ranked #641.

Next Financial Group first reported a position in LPLA in Q4 2020 and has held it in 5 quarters since. 434 funds tracked by Wall St. Rank hold LPLA as of Q4 2021.

  • Next Financial Group held 2,450 shares of LPL Financial worth $392K as of Q4 2021.
  • Next Financial Group bought 1,167 LPL Financial shares in Q4 2021, an estimated $193K.
  • LPL Financial made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #641 holding.
  • Next Financial Group first reported a position in LPL Financial in Q4 2020 and has held it in 5 quarters since.
  • 434 funds tracked by Wall St. Rank held LPL Financial as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.