Nuveen 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $61.7M | Sell |
188,913
-47,971
| -20% | -$15.7M | 0.02% | 564 |
|
|
2024
Q3 | $55.1M | Sell |
236,884
-38,972
| -14% | -$9.07M | 0.02% | 613 |
|
|
2024
Q2 | $77M | Sell |
275,856
-7,957
| -3% | -$2.22M | 0.02% | 480 |
|
|
2024
Q1 | $75M | Sell |
283,813
-415,722
| -59% | -$110M | 0.02% | 497 |
|
|
2023
Q4 | $159M | Sell |
699,535
-13,843
| -2% | -$3.15M | 0.05% | 298 |
|
|
2023
Q3 | $170M | Sell |
713,378
-233,191
| -25% | -$55.4M | 0.06% | 253 |
|
|
2023
Q2 | $206M | Sell |
946,569
-81,733
| -8% | -$17.8M | 0.07% | 224 |
|
|
2023
Q1 | $208M | Sell |
1,028,302
-49,317
| -5% | -$9.98M | 0.08% | 222 |
|
|
2022
Q4 | $233M | Sell |
1,077,619
-34,693
| -3% | -$7.5M | 0.09% | 209 |
|
|
2022
Q3 | $243M | Sell |
1,112,312
-84,923
| -7% | -$18.6M | 0.1% | 195 |
|
|
2022
Q2 | $221M | Buy |
1,197,235
+56,855
| +5% | +$10.5M | 0.09% | 222 |
|
|
2022
Q1 | $205M | Sell |
1,140,380
-4,157
| -0.4% | -$748K | 0.07% | 262 |
|
|
2021
Q4 | $183M | Buy |
1,144,537
+175,848
| +18% | +$28.2M | 0.05% | 299 |
|
|
2021
Q3 | $152M | Buy |
968,689
+490,955
| +103% | +$77M | 0.05% | 331 |
|
|
2021
Q2 | $64.5M | Buy |
477,734
+70,980
| +17% | +$9.58M | 0.02% | 627 |
|
|
2021
Q1 | $57.8M | Sell |
406,754
-25,897
| -6% | -$3.68M | 0.02% | 655 |
|
|
2020
Q4 | $45.1M | Sell |
432,651
-2,350
| -0.5% | -$245K | 0.02% | 739 |
|
|
2020
Q3 | $33.4M | Sell |
435,001
-375,317
| -46% | -$28.8M | 0.01% | 762 |
|
|
2020
Q2 | $63.5M | Sell |
810,318
-109,998
| -12% | -$8.62M | 0.03% | 490 |
|
|
2020
Q1 | $50.1M | Sell |
920,316
-423,731
| -32% | -$23.1M | 0.02% | 496 |
|
|
2019
Q4 | $124M | Buy |
1,344,047
+85,862
| +7% | +$7.92M | 0.05% | 348 |
|
|
2019
Q3 | $103M | Buy |
1,258,185
+71,444
| +6% | +$5.85M | 0.04% | 394 |
|
|
2019
Q2 | $96.8M | Buy |
1,186,741
+838,919
| +241% | +$68.4M | 0.04% | 434 |
|
|
2019
Q1 | $24.2M | Sell |
347,822
-16,424
| -5% | -$1.14M | 0.13% | 259 |
|
|
2018
Q4 | $22.2M | Buy |
364,246
+38,672
| +12% | +$2.36M | 0.14% | 240 |
|
|
2018
Q3 | $21M | Buy |
325,574
+93,065
| +40% | +$6M | 0.11% | 289 |
|
|
2018
Q2 | $15.2M | Buy |
232,509
+28,289
| +14% | +$1.85M | 0.1% | 316 |
|
|
2018
Q1 | $12.5M | Buy |
+204,220
| New | +$12.5M | 0.08% | 340 |
|
|
2017
Q3 | – | Sell |
-10,848
| Closed | -$461K | – | 1117 |
|
|
2017
Q2 | $461K | Sell |
10,848
-1,100
| -9% | -$46.7K | ﹤0.01% | 931 |
|
|
2017
Q1 | $476K | Buy |
+11,948
| New | +$476K | ﹤0.01% | 1170 |
|
|
2016
Q3 | – | Sell |
-48,048
| Closed | -$1.08M | – | 1373 |
|
|
2016
Q2 | $1.08M | Buy |
+48,048
| New | +$1.08M | 0.01% | 993 |
|
|
2015
Q1 | – | Sell |
-125,134
| Closed | -$5.58M | – | 1534 |
|
|
2014
Q4 | $5.58M | Sell |
125,134
-24,457
| -16% | -$1.09M | 0.03% | 497 |
|
|
2014
Q3 | $6.89M | Sell |
149,591
-59,128
| -28% | -$2.72M | 0.04% | 435 |
|
|
2014
Q2 | $10.4M | Sell |
208,719
-160,820
| -44% | -$8M | 0.06% | 357 |
|
|
2014
Q1 | $19.4M | Sell |
369,539
-240,508
| -39% | -$12.6M | 0.12% | 234 |
|
|
2013
Q4 | $28.7M | Buy |
610,047
+226,157
| +59% | +$10.6M | 0.18% | 150 |
|
|
2013
Q3 | $14.7M | Buy |
383,890
+68,154
| +22% | +$2.61M | 0.1% | 277 |
|
|
2013
Q2 | $11.9M | Buy |
+315,736
| New | +$11.9M | 0.08% | 300 |
|