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PDT Partners’s LPL Financial LPLA Stock Holding History

PDT Partners’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
Q3 		– Sell
-2,247
Closed -$628K – 777
2024
Q2 		$628K Sell
2,247
-34
-1% -$9.23K 0.06% 425
2024
Q1 		$603K Sell
2,281
-5,823
-72% -$1.47M 0.06% 419
2023
Q4 		$1.84M Sell
8,104
-3
-0% -$674 0.2% 163
2023
Q3 		$1.93M Buy
+8,107
New +$1.88M 0.24% 136
2023
Q1 		– Sell
-8,848
Closed -$1.91M – 654
2022
Q4 		$1.91M Sell
8,848
-2,268
-20% -$530K 0.31% 84
2022
Q3 		$2.43M Sell
11,116
-12,731
-53% -$2.71M 0.37% 47
2022
Q2 		$4.4M Buy
23,847
+15,518
+186% +$2.95M 0.39% 31
2022
Q1 		$1.52M Buy
+8,329
New +$1.45M 0.13% 239
2021
Q3 		– Sell
-6,900
Closed -$931K – 846
2021
Q2 		$931K Buy
+6,900
New +$1M 0.06% 386
2020
Q1 		– Sell
-3,232
Closed -$298K – 769
2019
Q4 		$298K Buy
+3,232
New +$277K 0.02% 541
2018
Q3 		– Sell
-63,811
Closed -$4.18M – 513
2018
Q2 		$4.18M Sell
63,811
-23,389
-27% -$1.54M 0.16% 172
2018
Q1 		$5.33M Hold
87,200
– – 0.18% 159
2017
Q4 		$4.98M Sell
87,200
-13,700
-14% -$721K 0.14% 187
2017
Q3 		$5.2M Sell
100,900
-16,200
-14% -$745K 0.17% 177
2017
Q2 		$4.97M Hold
117,100
– – 0.2% 164
2017
Q1 		$4.66M Buy
117,100
+36,566
+45% +$1.44M 0.24% 149
2016
Q4 		$2.84M Buy
+80,534
New +$2.81M 0.19% 202
2015
Q3 		– Sell
-56,565
Closed -$2.63M – 1437
2015
Q2 		$2.63M Buy
+56,565
New +$2.45M 0.07% 338
2014
Q1 		– Sell
-31,208
Closed -$1.47M – 1333
2013
Q4 		$1.47M Sell
31,208
-31,812
-50% -$1.33M 0.18% 159
2013
Q3 		$2.41M Buy
63,020
+49,920
+381% +$1.91M 0.07% 415
2013
Q2 		$495K Buy
+13,100
New +$468K 0.01% 1061

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

PDT Partners's LPLA Position: Q3 2024 in Review

PDT Partners sold out of LPL Financial (LPLA) in Q3 2024, closing a stake of 2,247 shares — an estimated $628K sold.

PDT Partners first reported a position in LPLA in Q2 2013 and held it in 21 quarters. The position peaked at $5.33M in Q1 2018. 644 funds tracked by Wall St. Rank hold LPLA as of Q3 2024.

  • PDT Partners reported no remaining LPL Financial position as of Q3 2024 after selling out during the quarter.
  • PDT Partners sold 2,247 LPL Financial shares in Q3 2024, an estimated $628K.
  • PDT Partners first reported a position in LPL Financial in Q2 2013 and held it in 21 quarters.
  • PDT Partners's LPL Financial position peaked at $5.33M in Q1 2018.
  • 644 funds tracked by Wall St. Rank held LPL Financial as of Q3 2024.

Based on PDT Partners's 13F filing for Q3 2024, filed 14 Nov 2024.