Parallax Volatility Advisers
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Parallax Volatility Advisers’s LPL Financial LPLA Stock Holding History

Parallax Volatility Advisers’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
Q4 		– Sell
-16,172
Closed -$4.78M – 2193
2024
Q3 		$3.76M Buy
+16,172
New +$3.64M 0.01% 917
2022
Q3 		– Sell
-10,653
Closed -$1.97M – 3240
2022
Q2 		$1.97M Buy
+10,653
New +$2.02M ﹤0.01% 1358
2021
Q4 		– Sell
-2,274
Closed -$356K – 3258
2021
Q3 		$356K Buy
2,274
+183
+9% +$26.3K ﹤0.01% 2357
2021
Q2 		$282K Buy
+2,091
New +$304K ﹤0.01% 2367
2019
Q3 		– Sell
-31,947
Closed -$2.61M – 2988
2019
Q2 		$2.61M Buy
31,947
+21,566
+208% +$1.71M ﹤0.01% 952
2019
Q1 		$723K Buy
+10,381
New +$748K ﹤0.01% 1394
2018
Q4 		– Sell
-497
Closed -$32K – 3512
2018
Q3 		$32K Buy
+497
New +$33K ﹤0.01% 2005

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

Parallax Volatility Advisers's LPLA Position: Q4 2024 in Review

Parallax Volatility Advisers sold out of LPL Financial (LPLA) in Q4 2024, closing a stake of 16,172 shares — an estimated $4.78M sold.

Parallax Volatility Advisers first reported a position in LPLA in Q3 2018 and held it in 7 quarters. The position peaked at $3.76M in Q3 2024. 726 funds tracked by Wall St. Rank hold LPLA as of Q4 2024.

  • Parallax Volatility Advisers reported no remaining LPL Financial position as of Q4 2024 after selling out during the quarter.
  • Parallax Volatility Advisers sold 16,172 LPL Financial shares in Q4 2024, an estimated $4.78M.
  • Parallax Volatility Advisers first reported a position in LPL Financial in Q3 2018 and held it in 7 quarters.
  • Parallax Volatility Advisers's LPL Financial position peaked at $3.76M in Q3 2024.
  • 726 funds tracked by Wall St. Rank held LPL Financial as of Q4 2024.

Based on Parallax Volatility Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.