Penserra Capital Management’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$133K Buy
443
+12
+3% +$4.03K ﹤0.01% 708
2025
Q4
$153K Sell
431
-5
-1% -$1.77K ﹤0.01% 694
2025
Q3
$145K Buy
436
+5
+1% +$1.81K ﹤0.01% 730
2025
Q2
$161K Buy
431
+75
+21% +$26.3K ﹤0.01% 671
2025
Q1
$116K Buy
356
+16
+5% +$5.57K ﹤0.01% 787
2024
Q4
$111K Sell
340
-11
-3% -$3.25K ﹤0.01% 832
2024
Q3
$80K Buy
351
+1
+0.3% +$225 ﹤0.01% 800
2024
Q2
$98K Sell
350
-2
-0.6% -$543 ﹤0.01% 808
2024
Q1
$92K Buy
352
+12
+4% +$3.03K ﹤0.01% 816
2023
Q4
$77K Sell
340
-3,900
-92% -$877K ﹤0.01% 935
2023
Q3
$1.01M Buy
4,240
+3,848
+982% +$894K 0.02% 359
2023
Q2
$84K Sell
392
-10
-2% -$2K ﹤0.01% 972
2023
Q1
$80K Hold
402
﹤0.01% 802
2022
Q4
$86K Buy
402
+21
+6% +$4.91K ﹤0.01% 824
2022
Q3
$83K Buy
381
+8
+2% +$1.7K ﹤0.01% 756
2022
Q2
$68K Buy
+373
New +$70.8K ﹤0.01% 842
2019
Q4
Sell
-1,530
Closed -$125K 939
2019
Q3
$125K Sell
1,530
-107,194
-99% -$8.58M 0.01% 493
2019
Q2
$8.87M Buy
108,724
+44,316
+69% +$3.51M 0.69% 48
2019
Q1
$4.77M Buy
64,408
+63,848
+11,401% +$4.6M 0.38% 76
2018
Q4
$34K Sell
560
-72
-11% -$4.39K ﹤0.01% 497
2018
Q3
$40K Sell
632
-2,267
-78% -$150K ﹤0.01% 610
2018
Q2
$194K Buy
2,899
+1,570
+118% +$103K 0.01% 314
2018
Q1
$81K Buy
1,329
+894
+206% +$55.4K 0.01% 327
2017
Q4
$24K Buy
435
+162
+59% +$8.53K ﹤0.01% 346
2017
Q3
$14K Buy
+273
New +$12.6K ﹤0.01% 388

Other funds holding LPLA