Nordea Investment Management’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 | $7M | Buy |
23,503
+15,472
| +193% | +$5.19M | 0.01% | 520 |
|
|
2025
Q4 | $2.87M | Buy |
8,031
+758
| +10% | +$268K | ﹤0.01% | 702 |
|
|
2025
Q3 | $2.43M | Buy |
7,273
+587
| +9% | +$213K | ﹤0.01% | 708 |
|
|
2025
Q2 | $2.47M | Buy |
6,686
+248
| +4% | +$86.9K | ﹤0.01% | 695 |
|
|
2025
Q1 | $2.1M | Buy |
6,438
+22
| +0.3% | +$7.66K | ﹤0.01% | 693 |
|
|
2024
Q4 | $2.09M | Buy |
6,416
+285
| +5% | +$84.3K | ﹤0.01% | 683 |
|
|
2024
Q3 | $1.43M | Hold |
6,131
| – | – | ﹤0.01% | 756 |
|
|
2024
Q2 | $1.7M | Buy |
6,131
+262
| +4% | +$71.1K | ﹤0.01% | 721 |
|
|
2024
Q1 | $1.55M | Buy |
5,869
+240
| +4% | +$60.6K | ﹤0.01% | 750 |
|
|
2023
Q4 | $1.29M | Buy |
5,629
+198
| +4% | +$44.5K | ﹤0.01% | 776 |
|
|
2023
Q3 | $1.3M | Sell |
5,431
-20,399
| -79% | -$4.74M | ﹤0.01% | 766 |
|
|
2023
Q2 | $5.63M | Sell |
25,830
-11,839
| -31% | -$2.37M | 0.01% | 492 |
|
|
2023
Q1 | $7.53M | Sell |
37,669
-5,046
| -12% | -$1.15M | 0.01% | 430 |
|
|
2022
Q4 | $9.18M | Buy |
42,715
+37,778
| +765% | +$8.83M | 0.01% | 395 |
|
|
2022
Q3 | $1.08M | Hold |
4,937
| – | – | ﹤0.01% | 765 |
|
|
2022
Q2 | $879K | Sell |
4,937
-84,230
| -94% | -$16M | ﹤0.01% | 815 |
|
|
2022
Q1 | $16.8M | Buy |
89,167
+818
| +0.9% | +$142K | 0.02% | 332 |
|
|
2021
Q4 | $14.3M | Sell |
88,349
-476
| -0.5% | -$78.6K | 0.02% | 352 |
|
|
2021
Q3 | $14.2M | Buy |
88,825
+992
| +1% | +$142K | 0.02% | 351 |
|
|
2021
Q2 | $11.9M | Buy |
87,833
+7,632
| +10% | +$1.11M | 0.02% | 365 |
|
|
2021
Q1 | $11.4M | Buy |
80,201
+1,272
| +2% | +$162K | 0.02% | 356 |
|
|
2020
Q4 | $8.23M | Sell |
78,929
-1,552
| -2% | -$139K | 0.01% | 390 |
|
|
2020
Q3 | $6.2M | Sell |
80,481
-80,245
| -50% | -$6.37M | 0.01% | 403 |
|
|
2020
Q2 | $12.2M | Buy |
160,726
+80,576
| +101% | +$5.38M | 0.01% | 390 |
|
|
2020
Q1 | $4.47M | Buy |
80,150
+3,747
| +5% | +$302K | 0.01% | 447 |
|
|
2019
Q4 | $7.1M | Buy |
76,403
+1,688
| +2% | +$145K | 0.01% | 377 |
|
|
2019
Q3 | $6.07M | Buy |
74,715
+1,700
| +2% | +$136K | 0.01% | 398 |
|
|
2019
Q2 | $5.96M | Sell |
73,015
-2,239
| -3% | -$177K | 0.01% | 404 |
|
|
2019
Q1 | $5.24M | Buy |
75,254
+616
| +0.8% | +$44.4K | 0.01% | 551 |
|
|
2018
Q4 | $4.56M | Buy |
74,638
+7,826
| +12% | +$477K | 0.01% | 537 |
|
|
2018
Q3 | $4.31M | Buy |
66,812
+21,316
| +47% | +$1.41M | 0.01% | 686 |
|
|
2018
Q2 | $2.98M | Buy |
+45,496
| New | +$2.99M | 0.01% | 664 |
|
|
2015
Q4 | – | Sell |
-3,480
| Closed | -$138K | – | 991 |
|
|
2015
Q3 | $138K | Buy |
3,480
+1,608
| +86% | +$69.2K | ﹤0.01% | 799 |
|
|
2015
Q2 | $87K | Buy |
+1,872
| New | +$81K | ﹤0.01% | 887 |
|
Other funds holding LPLA
VPM
VCM
SC
