Ontario Teachers' Pension Plan Board’s LPL Financial LPLA Stock Holding History

Ontario Teachers' Pension Plan Board’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,265	Closed	-$334K	–	503
2024 Q1	$334K	Sell	1,265 -1,417	-53%	-$358K	﹤0.01%	452
2023 Q4	$610K	Buy	2,682 +856	+47%	+$192K	0.01%	420
2023 Q3	$434K	Buy	+1,826	New	+$424K	﹤0.01%	461
2019 Q3	–	Sell	-44,956	Closed	-$3.67M	–	561
2019 Q2	$3.67M	Buy	44,956 +17,818	+66%	+$1.41M	0.07%	256
2019 Q1	$1.89M	Buy	27,138 +2,330	+9%	+$168K	0.04%	289
2018 Q4	$1.51M	Buy	+24,808	New	+$1.51M	0.04%	307

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Ontario Teachers' Pension Plan Board's LPLA Position: Q2 2024 in Review

Ontario Teachers' Pension Plan Board sold out of LPL Financial (LPLA) in Q2 2024, closing a stake of 1,265 shares — an estimated $334K sold.

Ontario Teachers' Pension Plan Board first reported a position in LPLA in Q4 2018 and held it in 6 quarters. The position peaked at $3.67M in Q2 2019. 677 funds tracked by Wall St. Rank hold LPLA as of Q2 2024.

Ontario Teachers' Pension Plan Board reported no remaining LPL Financial position as of Q2 2024 after selling out during the quarter.
Ontario Teachers' Pension Plan Board sold 1,265 LPL Financial shares in Q2 2024, an estimated $334K.
Ontario Teachers' Pension Plan Board first reported a position in LPL Financial in Q4 2018 and held it in 6 quarters.
Ontario Teachers' Pension Plan Board's LPL Financial position peaked at $3.67M in Q2 2019.
677 funds tracked by Wall St. Rank held LPL Financial as of Q2 2024.

Based on Ontario Teachers' Pension Plan Board's 13F filing for Q2 2024, filed 12 Aug 2024.