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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 		$302K Buy
1,300
+100
+8% +$22.5K ﹤0.01% 2588
2024
Q2 		$335K Sell
1,200
-2,700
-69% -$733K ﹤0.01% 2469
2024
Q1 		$1.03M Buy
3,900
+800
+26% +$202K ﹤0.01% 1910
2023
Q4 		$706K Buy
+3,100
New +$697K ﹤0.01% 2363
2023
Q2 		– Sell
-32,000
Closed -$6.48M – 4338
2023
Q1 		$6.48M Buy
32,000
+16,600
+108% +$3.79M 0.03% 574
2022
Q4 		$3.33M Sell
15,400
-4,800
-24% -$1.12M 0.02% 956
2022
Q3 		$4.41M Buy
20,200
+6,500
+47% +$1.38M 0.02% 914
2022
Q2 		$2.53M Sell
13,700
-23,200
-63% -$4.41M ﹤0.01% 2056
2022
Q1 		$6.74M Buy
36,900
+35,500
+2,536% +$6.18M 0.01% 901
2021
Q4 		$224K Sell
1,400
-800
-36% -$132K ﹤0.01% 3915
2021
Q3 		$345K Buy
2,200
+1,500
+214% +$215K ﹤0.01% 3547
2021
Q2 		$94K Buy
+700
New +$102K ﹤0.01% 4423
2020
Q4 		– Sell
-14,800
Closed -$1.14M – 4890
2020
Q3 		$1.14M Sell
14,800
-100
-0.7% -$7.94K ﹤0.01% 2153
2020
Q2 		$1.17M Sell
14,900
-20,200
-58% -$1.35M ﹤0.01% 1960
2020
Q1 		$1.91M Buy
+35,100
New +$2.83M 0.01% 1057
2019
Q4 		– Sell
-13,600
Closed -$1.11M – 3749
2019
Q3 		$1.11M Sell
13,600
-65,000
-83% -$5.2M 0.01% 1687
2019
Q2 		$6.41M Sell
78,600
-8,300
-10% -$657K 0.04% 559
2019
Q1 		$6.05M Buy
86,900
+79,900
+1,141% +$5.76M 0.04% 599
2018
Q4 		$428K Buy
+7,000
New +$427K ﹤0.01% 2464

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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 $4.6M in Q2 2022. 642 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 $4.6M in Q2 2022.
  • 642 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.