OPS
LPL icon

Orion Portfolio Solutions’s LG Display LPL Stock Holding History

Orion Portfolio Solutions’s Portfolio LPL Stock Details LPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$257K Buy
82,576
+1,589
+2% +$5.17K ﹤0.01% 1694
2024
Q4 		$249K Buy
80,987
+32,170
+66% +$113K ﹤0.01% 1647
2024
Q3 		$198K Buy
48,817
+9,527
+24% +$39.4K ﹤0.01% 1719
2024
Q2 		$162K Buy
39,290
+15,325
+64% +$59.2K ﹤0.01% 1660
2024
Q1 		$98.3K Sell
23,965
-5,805
-19% -$26K ﹤0.01% 1654
2023
Q4 		$161K Sell
29,770
-3,430
-10% -$16.4K ﹤0.01% 1601
2023
Q3 		$162K Sell
33,200
-18,244
-35% -$96.1K ﹤0.01% 1566
2023
Q2 		$312K Buy
+51,444
New +$313K ﹤0.01% 1386

Other funds holding LPL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return