Ossiam’s LPL Financial LPLA Stock Holding History

Ossiam’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
2026 Q1	$25.9K	Buy	86 +66	+330%	+$22.1K	﹤0.01%	379
2025 Q4	$7.14K	Sell	20 -75	-79%	-$26.5K	﹤0.01%	379
2025 Q3	$31.6K	Sell	95 -168	-64%	-$60.9K	﹤0.01%	666
2025 Q2	$98.6K	Buy	+263	New	+$92.1K	﹤0.01%	578
2024 Q4	–	Sell	-4,455	Closed	-$1.04M	–	645
2024 Q3	$1.04M	Buy	4,455 +46	+1%	+$10.4K	0.02%	341
2024 Q2	$1.23M	Buy	4,409 +773	+21%	+$210K	0.02%	320
2024 Q1	$961K	Buy	3,636 +661	+22%	+$167K	0.02%	386
2023 Q4	$677K	Buy	2,975 +326	+12%	+$73.3K	0.01%	428
2023 Q3	$630K	Sell	2,649 -29,377	-92%	-$6.82M	0.01%	428
2023 Q2	$6.96M	Buy	32,026 +31,265	+4,108%	+$6.26M	0.13%	116
2023 Q1	$154K	Sell	761 -2	-0.3%	-$457	﹤0.01%	518
2022 Q4	$165K	Hold	763	–	–	﹤0.01%	499
2022 Q3	$167K	Buy	+763	New	+$162K	﹤0.01%	465

Other funds holding LPLA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Janus Henderson Group

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return