Nomura Asset Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.13M | Buy |
24,353
+1,881
| +8% | +$705K | 0.03% | 459 |
|
|
2025
Q1 | $7.35M | Buy |
22,472
+1,144
| +5% | +$374K | 0.02% | 495 |
|
|
2024
Q4 | $6.96M | Sell |
21,328
-154
| -0.7% | -$50.3K | 0.02% | 499 |
|
|
2024
Q3 | $5M | Sell |
21,482
-7,481
| -26% | -$1.74M | 0.02% | 575 |
|
|
2024
Q2 | $8.09M | Sell |
28,963
-182
| -0.6% | -$50.8K | 0.03% | 423 |
|
|
2024
Q1 | $7.7M | Sell |
29,145
-1,415
| -5% | -$374K | 0.03% | 443 |
|
|
2023
Q4 | $6.96M | Buy |
30,560
+834
| +3% | +$190K | 0.03% | 454 |
|
|
2023
Q3 | $7.06M | Sell |
29,726
-234
| -0.8% | -$55.6K | 0.03% | 422 |
|
|
2023
Q2 | $6.51M | Sell |
29,960
-2,827
| -9% | -$615K | 0.03% | 445 |
|
|
2023
Q1 | $6.64M | Sell |
32,787
-2,015
| -6% | -$408K | 0.03% | 428 |
|
|
2022
Q4 | $7.52M | Sell |
34,802
-13,870
| -28% | -$3M | 0.04% | 381 |
|
|
2022
Q3 | $10.6M | Buy |
48,672
+577
| +1% | +$126K | 0.07% | 300 |
|
|
2022
Q2 | $8.87M | Buy |
48,095
+9,954
| +26% | +$1.84M | 0.06% | 324 |
|
|
2022
Q1 | $6.97M | Buy |
38,141
+6,291
| +20% | +$1.15M | 0.04% | 410 |
|
|
2021
Q4 | $5.1M | Buy |
+31,850
| New | +$5.1M | 0.03% | 489 |
|
|
2021
Q3 | – | Sell |
-35,244
| Closed | -$4.76M | – | 1136 |
|
|
2021
Q2 | $4.76M | Buy |
35,244
+1,914
| +6% | +$258K | 0.03% | 493 |
|
|
2021
Q1 | $4.74M | Sell |
33,330
-12,417
| -27% | -$1.77M | 0.03% | 467 |
|
|
2020
Q4 | $4.77M | Hold |
45,747
| – | – | 0.03% | 439 |
|
|
2020
Q3 | $3.51M | Buy |
45,747
+5,946
| +15% | +$456K | 0.03% | 454 |
|
|
2020
Q2 | $3.12M | Buy |
+39,801
| New | +$3.12M | 0.03% | 455 |
|
|
2017
Q1 | – | Sell |
-2,870
| Closed | -$102K | – | 1172 |
|
|
2016
Q4 | $102K | Buy |
+2,870
| New | +$102K | ﹤0.01% | 1001 |
|
|
2016
Q3 | – | Sell |
-2,870
| Closed | -$64K | – | 1007 |
|
|
2016
Q2 | $64K | Buy |
+2,870
| New | +$64K | ﹤0.01% | 1070 |
|