Northwestern Mutual Wealth 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 | $4.41M | Sell |
14,676
-119,545
| -89% | -$40.1M | ﹤0.01% | 846 |
|
|
2025
Q4 | $47.9M | Buy |
134,221
+32,800
| +32% | +$11.6M | 0.03% | 280 |
|
|
2025
Q3 | $33.7M | Buy |
101,421
+3,283
| +3% | +$1.19M | 0.02% | 314 |
|
|
2025
Q2 | $36.8M | Buy |
98,138
+10,445
| +12% | +$3.66M | 0.03% | 288 |
|
|
2025
Q1 | $28.7M | Buy |
87,693
+85,177
| +3,385% | +$29.7M | 0.02% | 301 |
|
|
2024
Q4 | $821K | Buy |
2,516
+389
| +18% | +$115K | ﹤0.01% | 1134 |
|
|
2024
Q3 | $495K | Sell |
2,127
-41,048
| -95% | -$9.25M | ﹤0.01% | 1305 |
|
|
2024
Q2 | $12.1M | Buy |
43,175
+3,390
| +9% | +$920K | 0.01% | 381 |
|
|
2024
Q1 | $10.5M | Sell |
39,785
-3,747
| -9% | -$946K | 0.01% | 411 |
|
|
2023
Q4 | $9.91M | Buy |
43,532
+864
| +2% | +$194K | 0.01% | 406 |
|
|
2023
Q3 | $10.1M | Sell |
42,668
-7,777
| -15% | -$1.81M | 0.01% | 369 |
|
|
2023
Q2 | $11M | Buy |
50,445
+5,003
| +11% | +$1M | 0.01% | 350 |
|
|
2023
Q1 | $9.2M | Buy |
45,442
+10,115
| +29% | +$2.31M | 0.01% | 363 |
|
|
2022
Q4 | $7.64M | Buy |
35,327
+34,160
| +2,927% | +$7.99M | 0.01% | 378 |
|
|
2022
Q3 | $256K | Sell |
1,167
-26,502
| -96% | -$5.64M | ﹤0.01% | 1318 |
|
|
2022
Q2 | $5.11M | Buy |
27,669
+26,448
| +2,166% | +$5.02M | 0.01% | 411 |
|
|
2022
Q1 | $223K | Sell |
1,221
-48,572
| -98% | -$8.46M | ﹤0.01% | 1378 |
|
|
2021
Q4 | $7.97M | Buy |
49,793
+858
| +2% | +$142K | 0.01% | 333 |
|
|
2021
Q3 | $7.67M | Buy |
48,935
+1,435
| +3% | +$206K | 0.01% | 310 |
|
|
2021
Q2 | $6.41M | Buy |
47,500
+43,661
| +1,137% | +$6.35M | 0.01% | 326 |
|
|
2021
Q1 | $546K | Buy |
3,839
+3,654
| +1,975% | +$466K | ﹤0.01% | 888 |
|
|
2020
Q4 | $20K | Buy |
185
+67
| +57% | +$6.02K | ﹤0.01% | 1965 |
|
|
2020
Q3 | $9K | Buy |
118
+1
| +0.9% | +$79 | ﹤0.01% | 2016 |
|
|
2020
Q2 | $9K | Sell |
117
-10
| -8% | -$668 | ﹤0.01% | 1937 |
|
|
2020
Q1 | $7K | Sell |
127
-90
| -41% | -$7.26K | ﹤0.01% | 1990 |
|
|
2019
Q4 | $20K | Hold |
217
| – | – | ﹤0.01% | 1734 |
|
|
2019
Q3 | $18K | Hold |
217
| – | – | ﹤0.01% | 1758 |
|
|
2019
Q2 | $18K | Buy |
217
+3
| +1% | +$237 | ﹤0.01% | 1761 |
|
|
2019
Q1 | $15K | Buy |
214
+100
| +88% | +$7.21K | ﹤0.01% | 1821 |
|
|
2018
Q4 | $7K | Sell |
114
-42
| -27% | -$2.56K | ﹤0.01% | 1949 |
|
|
2018
Q3 | $10K | Buy |
156
+124
| +388% | +$8.22K | ﹤0.01% | 1930 |
|
|
2018
Q2 | $2K | Sell |
32
-16
| -33% | -$1.05K | ﹤0.01% | 2177 |
|
|
2018
Q1 | $3K | Buy |
48
+16
| +50% | +$992 | ﹤0.01% | 1992 |
|
|
2017
Q4 | $2K | Hold |
32
| – | – | ﹤0.01% | 2112 |
|
|
2017
Q3 | $2K | Buy |
+32
| New | +$1.47K | ﹤0.01% | 1987 |
|
|
2017
Q1 | – | Sell |
-119
| Closed | -$4K | – | 2236 |
|
|
2016
Q4 | $4K | Buy |
+119
| New | +$4.16K | ﹤0.01% | 1906 |
|
|
2016
Q3 | – | Sell |
-47
| Closed | -$1K | – | 946 |
|
|
2016
Q2 | $1K | Buy |
+47
| New | +$1.18K | ﹤0.01% | 1953 |
|
|
2016
Q1 | – | Sell |
-144
| Closed | -$6K | – | 2217 |
|
|
2015
Q4 | $6K | Buy |
+144
| New | +$6.13K | ﹤0.01% | 1278 |
|
|
2015
Q1 | – | Sell |
-15
| Closed | -$1K | – | 1694 |
|
|
2014
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 1629 |
|
|
2014
Q3 | $1K | Buy |
+15
| New | +$723 | ﹤0.01% | 1266 |
|
Other funds holding LPLA
VPM
VCM
SC
