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
2025
Q1 		– Sell
-10,700
Closed -$3.49M – 1886
2024
Q4 		$3.49M Buy
+10,700
New +$3.16M 0.01% 964
2023
Q4 		– Sell
-50,000
Closed -$11.9M – 2356
2023
Q3 		$11.9M Sell
50,000
-8,900
-15% -$2.07M 0.03% 487
2023
Q2 		$12.8M Buy
+58,900
New +$11.8M 0.03% 469
2021
Q3 		– Sell
-26,000
Closed -$3.51M – 3243
2021
Q2 		$3.51M Buy
+26,000
New +$3.78M ﹤0.01% 1406
2017
Q2 		– Sell
-5,300
Closed -$212K – 3232
2017
Q1 		$212K Buy
5,300
+1,000
+23% +$39.3K ﹤0.01% 1923
2016
Q4 		$151K Buy
+4,300
New +$150K ﹤0.01% 2016

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.