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Pearl River Capital’s LPL Financial LPLA Stock Holding History

Pearl River Capital’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
-2,912
Closed -$813K – 207
2024
Q2 		$813K Buy
+2,912
New +$790K 0.13% 205
2024
Q1 		– Sell
-1,726
Closed -$393K – 595
2023
Q4 		$393K Buy
+1,726
New +$388K 0.06% 369
2023
Q2 		– Sell
-4,230
Closed -$856K – 558
2023
Q1 		$856K Sell
4,230
-1,298
-23% -$297K 0.14% 231
2022
Q4 		$1.19M Buy
+5,528
New +$1.29M 0.2% 164
2022
Q1 		– Sell
-3,558
Closed -$570K – 489
2021
Q4 		$570K Buy
3,558
+1,928
+118% +$318K 0.15% 199
2021
Q3 		$256K Sell
1,630
-6,972
-81% -$1M 0.07% 342
2021
Q2 		$1.16M Buy
+8,602
New +$1.25M 0.32% 104
2021
Q1 		– Sell
-3,819
Closed -$398K – 467
2020
Q4 		$398K Buy
3,819
+1,066
+39% +$95.8K 0.14% 223
2020
Q3 		$211K Buy
+2,753
New +$219K 0.09% 328
2020
Q2 		– Sell
-416
Closed -$23K – 463
2020
Q1 		$23K Sell
416
-2,715
-87% -$219K 0.04% 310
2019
Q4 		$289K Buy
3,131
+1,909
+156% +$164K 0.11% 353
2019
Q3 		$100K Buy
+1,222
New +$97.8K 0.29% 135

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

Pearl River Capital's LPLA Position: Q3 2024 in Review

Pearl River Capital sold out of LPL Financial (LPLA) in Q3 2024, closing a stake of 2,912 shares — an estimated $813K sold.

Pearl River Capital first reported a position in LPLA in Q3 2019 and held it in 12 quarters. The position peaked at $1.19M in Q4 2022. 642 funds tracked by Wall St. Rank hold LPLA as of Q3 2024.

  • Pearl River Capital reported no remaining LPL Financial position as of Q3 2024 after selling out during the quarter.
  • Pearl River Capital sold 2,912 LPL Financial shares in Q3 2024, an estimated $813K.
  • Pearl River Capital first reported a position in LPL Financial in Q3 2019 and held it in 12 quarters.
  • Pearl River Capital's LPL Financial position peaked at $1.19M in Q4 2022.
  • 642 funds tracked by Wall St. Rank held LPL Financial as of Q3 2024.

Based on Pearl River Capital's 13F filing for Q3 2024.