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Otter Creek Advisors’s LPL Financial LPLA Stock Holding History

Otter Creek Advisors’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
Q3 		$4.11M Sell
12,365
-328
-3% -$119K 4.08% 10
2025
Q2 		$4.76M Buy
12,693
+1,848
+17% +$647K 3.37% 5
2025
Q1 		$3.55M Buy
+10,845
New +$3.78M 2.13% 19
2024
Q2 		– Sell
-8,741
Closed -$2.31M – 46
2024
Q1 		$2.31M Buy
8,741
+5,026
+135% +$1.27M 1.37% 30
2023
Q4 		$844K Buy
+3,715
New +$835K 0.5% 43
2023
Q1 		– Sell
-18,741
Closed -$4.05M – 49
2022
Q4 		$4.05M Buy
18,741
+793
+4% +$185K 2.65% 17
2022
Q3 		$3.92M Sell
17,948
-1,668
-9% -$355K 3.19% 8
2022
Q2 		$3.62M Sell
19,616
-6,042
-24% -$1.15M 2.42% 24
2022
Q1 		$4.69M Sell
25,658
-1,078
-4% -$188K 1.9% 17
2021
Q4 		$4.28M Sell
26,736
-7,385
-22% -$1.22M 2.77% 17
2021
Q3 		$5.35M Buy
34,121
+18,225
+115% +$2.62M 2.84% 13
2021
Q2 		$2.15M Sell
15,896
-17,415
-52% -$2.53M 0.94% 37
2021
Q1 		$4.74M Sell
33,311
-16,289
-33% -$2.08M 3.12% 6
2020
Q4 		$5.17M Sell
49,600
-3,371
-6% -$303K 4.12% 6
2020
Q3 		$4.06M Buy
52,971
+10,077
+23% +$800K 3.61% 10
2020
Q2 		$3.36M Buy
+42,894
New +$2.87M 2.66% 15

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Otter Creek Advisors's LPLA Position: Q3 2025 in Review

Otter Creek Advisors reduced its LPL Financial (LPLA) stake by 2.6% in Q3 2025, selling an estimated $119K and leaving 12,365 shares worth $4.11M. The position accounts for 4.08% of the portfolio, ranked #10.

Otter Creek Advisors first reported a position in LPLA in Q2 2020 and has held it in 16 quarters since. The position peaked at $5.35M in Q3 2021. 757 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

  • Otter Creek Advisors held 12,365 shares of LPL Financial worth $4.11M as of Q3 2025.
  • Otter Creek Advisors sold 328 LPL Financial shares in Q3 2025, an estimated $119K.
  • LPL Financial made up 4.08% of Otter Creek Advisors's portfolio in Q3 2025, its #10 holding.
  • Otter Creek Advisors first reported a position in LPL Financial in Q2 2020 and has held it in 16 quarters since.
  • Otter Creek Advisors's LPL Financial position peaked at $5.35M in Q3 2021.
  • 757 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on Otter Creek Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.