Nuveen’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 | $49.9M | Buy |
165,818
+6,222
| +4% | +$2.09M | 0.01% | 652 |
|
|
2025
Q4 | $57M | Sell |
159,596
-29,329
| -16% | -$10.4M | 0.01% | 577 |
|
|
2025
Q3 | $62.9M | Buy |
188,925
+825
| +0.4% | +$299K | 0.02% | 534 |
|
|
2025
Q2 | $70.5M | Buy |
188,100
+2,061
| +1% | +$722K | 0.02% | 490 |
|
|
2025
Q1 | $60.9M | Sell |
186,039
-2,874
| -2% | -$1M | 0.02% | 551 |
|
|
2024
Q4 | $61.7M | Sell |
188,913
-47,971
| -20% | -$14.2M | 0.02% | 564 |
|
|
2024
Q3 | $55.1M | Sell |
236,884
-38,972
| -14% | -$8.78M | 0.02% | 613 |
|
|
2024
Q2 | $77M | Sell |
275,856
-7,957
| -3% | -$2.16M | 0.02% | 480 |
|
|
2024
Q1 | $75M | Sell |
283,813
-415,722
| -59% | -$105M | 0.02% | 497 |
|
|
2023
Q4 | $159M | Sell |
699,535
-13,843
| -2% | -$3.11M | 0.05% | 298 |
|
|
2023
Q3 | $170M | Sell |
713,378
-233,191
| -25% | -$54.2M | 0.06% | 253 |
|
|
2023
Q2 | $206M | Sell |
946,569
-81,733
| -8% | -$16.4M | 0.07% | 224 |
|
|
2023
Q1 | $208M | Sell |
1,028,302
-49,317
| -5% | -$11.3M | 0.08% | 222 |
|
|
2022
Q4 | $233M | Sell |
1,077,619
-34,693
| -3% | -$8.11M | 0.09% | 209 |
|
|
2022
Q3 | $243M | Sell |
1,112,312
-84,923
| -7% | -$18.1M | 0.1% | 195 |
|
|
2022
Q2 | $221M | Buy |
1,197,235
+56,855
| +5% | +$10.8M | 0.09% | 222 |
|
|
2022
Q1 | $205M | Sell |
1,140,380
-4,157
| -0.4% | -$724K | 0.07% | 262 |
|
|
2021
Q4 | $183M | Buy |
1,144,537
+175,848
| +18% | +$29M | 0.05% | 299 |
|
|
2021
Q3 | $152M | Buy |
968,689
+490,955
| +103% | +$70.5M | 0.05% | 331 |
|
|
2021
Q2 | $64.5M | Buy |
477,734
+70,980
| +17% | +$10.3M | 0.02% | 627 |
|
|
2021
Q1 | $57.8M | Sell |
406,754
-25,897
| -6% | -$3.3M | 0.02% | 655 |
|
|
2020
Q4 | $45.1M | Sell |
432,651
-2,350
| -0.5% | -$211K | 0.02% | 739 |
|
|
2020
Q3 | $33.4M | Sell |
435,001
-375,317
| -46% | -$29.8M | 0.01% | 762 |
|
|
2020
Q2 | $63.5M | Sell |
810,318
-109,998
| -12% | -$7.35M | 0.03% | 490 |
|
|
2020
Q1 | $50.1M | Sell |
920,316
-423,731
| -32% | -$34.2M | 0.02% | 496 |
|
|
2019
Q4 | $124M | Buy |
1,344,047
+85,862
| +7% | +$7.37M | 0.05% | 348 |
|
|
2019
Q3 | $103M | Buy |
1,258,185
+71,444
| +6% | +$5.72M | 0.04% | 394 |
|
|
2019
Q2 | $96.8M | Buy |
1,186,741
+838,919
| +241% | +$66.4M | 0.04% | 434 |
|
|
2019
Q1 | $24.2M | Sell |
347,822
-16,424
| -5% | -$1.18M | 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% | +$6.17M | 0.11% | 289 |
|
|
2018
Q2 | $15.2M | Buy |
232,509
+28,289
| +14% | +$1.86M | 0.1% | 316 |
|
|
2018
Q1 | $12.5M | Buy |
+204,220
| New | +$12.7M | 0.08% | 340 |
|
|
2017
Q3 | – | Sell |
-10,848
| Closed | -$461K | – | 1135 |
|
|
2017
Q2 | $461K | Sell |
10,848
-1,100
| -9% | -$44.6K | ﹤0.01% | 942 |
|
|
2017
Q1 | $476K | Buy |
+11,948
| New | +$470K | ﹤0.01% | 1170 |
|
|
2016
Q3 | – | Sell |
-48,048
| Closed | -$1.08M | – | 1427 |
|
|
2016
Q2 | $1.08M | Buy |
+48,048
| New | +$1.21M | 0.01% | 1004 |
|
|
2015
Q1 | – | Sell |
-125,134
| Closed | -$5.58M | – | 1624 |
|
|
2014
Q4 | $5.58M | Sell |
125,134
-24,457
| -16% | -$1.05M | 0.03% | 519 |
|
|
2014
Q3 | $6.89M | Sell |
149,591
-59,128
| -28% | -$2.85M | 0.04% | 449 |
|
|
2014
Q2 | $10.4M | Sell |
208,719
-160,820
| -44% | -$7.8M | 0.06% | 363 |
|
|
2014
Q1 | $19.4M | Sell |
369,539
-240,508
| -39% | -$12.7M | 0.12% | 235 |
|
|
2013
Q4 | $28.7M | Buy |
610,047
+226,157
| +59% | +$9.49M | 0.19% | 151 |
|
|
2013
Q3 | $14.7M | Buy |
383,890
+68,154
| +22% | +$2.61M | 0.1% | 283 |
|
|
2013
Q2 | $11.9M | Buy |
+315,736
| New | +$11.3M | 0.08% | 313 |
|
Other funds holding LPLA
VPM
VCM
SC
