Parallax Volatility Advisers
LPLA icon

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 – 1983
2024
Q4 		$3.49M Buy
+10,700
New +$3.16M 0.08% 964
2023
Q4 		– Sell
-50,000
Closed -$11.9M – 2544
2023
Q3 		$11.9M Sell
50,000
-8,900
-15% -$2.07M 0.42% 487
2023
Q2 		$12.8M Buy
+58,900
New +$11.8M 0.44% 469
2021
Q3 		– Sell
-26,000
Closed -$3.51M – 2124
2021
Q2 		$3.51M Buy
+26,000
New +$3.78M 0.08% 754
2017
Q2 		– Sell
-5,300
Closed -$212K – 3449
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 $5.7T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return