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Oppenheimer & Co’s LPL Financial LPLA Stock Holding History

Oppenheimer & Co’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
2025
Q1 		– Sell
-1,652
Closed -$539K – 1625
2024
Q4 		$539K Buy
+1,652
New +$489K 0.01% 1036
2023
Q2 		– Sell
-1,036
Closed -$210K – 1454
2023
Q1 		$210K Sell
1,036
-77
-7% -$17.6K ﹤0.01% 1250
2022
Q4 		$241K Buy
+1,113
New +$260K 0.01% 1171

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Oppenheimer & Co's LPLA Position: Q1 2025 in Review

Oppenheimer & Co sold out of LPL Financial (LPLA) in Q1 2025, closing a stake of 1,652 shares — an estimated $539K sold.

Oppenheimer & Co first reported a position in LPLA in Q4 2022 and held it in 3 quarters. The position peaked at $539K in Q4 2024. 789 funds tracked by Wall St. Rank hold LPLA as of Q1 2025.

  • Oppenheimer & Co reported no remaining LPL Financial position as of Q1 2025 after selling out during the quarter.
  • Oppenheimer & Co sold 1,652 LPL Financial shares in Q1 2025, an estimated $539K.
  • Oppenheimer & Co first reported a position in LPL Financial in Q4 2022 and held it in 3 quarters.
  • Oppenheimer & Co's LPL Financial position peaked at $539K in Q4 2024.
  • 789 funds tracked by Wall St. Rank held LPL Financial as of Q1 2025.

Based on Oppenheimer & Co's 13F filing for Q1 2025, filed 23 Apr 2025.