PI
LPLA icon

PEAK6 Investments’s LPL Financial LPLA Stock Holding History

PEAK6 Investments’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 		$1.11M Buy
4,781
+4,448
+1,336% +$1M ﹤0.01% 1840
2024
Q2 		$93K Sell
333
-751
-69% -$204K ﹤0.01% 3045
2024
Q1 		$286K Sell
1,084
-872
-45% -$220K ﹤0.01% 2826
2023
Q4 		$445K Buy
1,956
+1,061
+119% +$238K ﹤0.01% 2704
2023
Q3 		$213K Sell
895
-6,318
-88% -$1.47M ﹤0.01% 3032
2023
Q2 		$1.57M Buy
7,213
+7,177
+19,936% +$1.44M 0.01% 1367
2023
Q1 		$7.29K Buy
+36
New +$8.23K ﹤0.01% 3984
2022
Q4 		– Sell
-9,785
Closed -$2.29M – 4868
2022
Q3 		$2.14M Buy
9,785
+2,572
+36% +$547K 0.01% 1497
2022
Q2 		$1.57M Buy
7,213
+6,976
+2,943% +$1.32M 0.01% 1368
2022
Q1 		$43K Sell
237
-15,071
-98% -$2.62M ﹤0.01% 4587
2021
Q4 		$2.45M Buy
15,308
+2,988
+24% +$493K 0.01% 1700
2021
Q3 		$1.93M Buy
12,320
+7,728
+168% +$1.11M ﹤0.01% 2008
2021
Q2 		$620K Sell
4,592
-2,702
-37% -$393K ﹤0.01% 3033
2021
Q1 		$1.04M Buy
7,294
+1
+0% +$128 ﹤0.01% 2506
2020
Q4 		$760K Sell
7,293
-3,360
-32% -$302K ﹤0.01% 2730
2020
Q3 		$817K Sell
10,653
-5,650
-35% -$449K ﹤0.01% 2454
2020
Q2 		$1.28M Buy
+16,303
New +$1.09M ﹤0.01% 1874
2019
Q4 		– Sell
-24,674
Closed -$2.02M – 3750
2019
Q3 		$2.02M Buy
+24,674
New +$1.97M 0.01% 1268

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

PEAK6 Investments's LPLA Position: Q3 2024 in Review

PEAK6 Investments increased its LPL Financial (LPLA) stake by 1,336% in Q3 2024, buying an estimated $1M and bringing the position to 4,781 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1840.

PEAK6 Investments first reported a position in LPLA in Q3 2019 and has held it in 18 quarters since. The position peaked at $2.45M in Q4 2021. 644 funds tracked by Wall St. Rank hold LPLA as of Q3 2024.

  • PEAK6 Investments held 4,781 shares of LPL Financial worth $1.11M as of Q3 2024.
  • PEAK6 Investments bought 4,448 LPL Financial shares in Q3 2024, an estimated $1M.
  • LPL Financial made up ﹤0.01% of PEAK6 Investments's portfolio in Q3 2024, its #1840 holding.
  • PEAK6 Investments first reported a position in LPL Financial in Q3 2019 and has held it in 18 quarters since.
  • PEAK6 Investments's LPL Financial position peaked at $2.45M in Q4 2021.
  • 644 funds tracked by Wall St. Rank held LPL Financial as of Q3 2024.

Based on PEAK6 Investments's 13F filing for Q3 2024, filed 14 Nov 2024.