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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 		$22.1M Buy
94,900
+94,500
+23,625% +$21.3M 0.05% 312
2024
Q2 		$112K Sell
400
-900
-69% -$244K ﹤0.01% 2991
2024
Q1 		$343K Sell
1,300
-1,400
-52% -$353K ﹤0.01% 2702
2023
Q4 		$615K Sell
2,700
-600
-18% -$135K ﹤0.01% 2458
2023
Q3 		$784K Sell
3,300
-22,000
-87% -$5.11M ﹤0.01% 2017
2023
Q2 		$5.5M Sell
25,300
-24,300
-49% -$4.87M 0.03% 609
2023
Q1 		$10M Buy
49,600
+49,400
+24,700% +$11.3M 0.05% 387
2022
Q4 		$43.2K Sell
200
-3,700
-95% -$865K ﹤0.01% 3902
2022
Q3 		$852K Sell
3,900
-21,400
-85% -$4.55M ﹤0.01% 2356
2022
Q2 		$5.5M Buy
25,300
+19,700
+352% +$3.74M 0.03% 610
2022
Q1 		$1.02M Buy
5,600
+4,600
+460% +$801K ﹤0.01% 2480
2021
Q4 		$160K Buy
+1,000
New +$165K ﹤0.01% 4132
2021
Q2 		– Sell
-15,400
Closed -$2.19M – 5463
2021
Q1 		$2.19M Buy
15,400
+12,400
+413% +$1.58M 0.01% 1789
2020
Q4 		$313K Buy
3,000
+1,400
+88% +$126K ﹤0.01% 3458
2020
Q3 		$123K Sell
1,600
-12,400
-89% -$985K ﹤0.01% 3754
2020
Q2 		$1.1M Buy
14,000
+8,900
+175% +$595K ﹤0.01% 1995
2020
Q1 		$278K Buy
+5,100
New +$411K ﹤0.01% 2559

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.