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Pittenger & Anderson Inc’s LPL Financial LPLA Stock Holding History

Pittenger & Anderson Inc’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
Q4 		– Sell
-2,530
Closed -$589K – 453
2024
Q3 		$589K Sell
2,530
-1,142
-31% -$257K 0.02% 177
2024
Q2 		$1.03M Buy
3,672
+205
+6% +$55.6K 0.04% 156
2024
Q1 		$916K Buy
3,467
+35
+1% +$8.83K 0.04% 159
2023
Q4 		$781K Hold
3,432
– – 0.04% 162
2023
Q3 		$816K Buy
3,432
+397
+13% +$92.2K 0.04% 150
2023
Q2 		$660K Sell
3,035
-705
-19% -$141K 0.03% 156
2023
Q1 		$757K Sell
3,740
-160
-4% -$36.6K 0.04% 151
2022
Q4 		$843K Buy
3,900
+1,510
+63% +$353K 0.05% 142
2022
Q3 		$522K Sell
2,390
-1,155
-33% -$246K 0.03% 154
2022
Q2 		$654K Sell
3,545
-43
-1% -$8.17K 0.04% 150
2022
Q1 		$655K Buy
3,588
+238
+7% +$41.4K 0.03% 154
2021
Q4 		$536K Buy
3,350
+90
+3% +$14.9K 0.02% 165
2021
Q3 		$511K Sell
3,260
-335
-9% -$48.1K 0.03% 164
2021
Q2 		$485K Buy
3,595
+750
+26% +$109K 0.02% 164
2021
Q1 		$404K Buy
2,845
+845
+42% +$108K 0.02% 169
2020
Q4 		$208K Hold
2,000
– – 0.01% 191
2020
Q3 		$153K Hold
2,000
– – 0.01% 204
2020
Q2 		$157K Buy
2,000
+1,000
+100% +$66.8K 0.01% 201
2020
Q1 		$54K Buy
+1,000
New +$80.6K ﹤0.01% 235

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Pittenger & Anderson Inc's LPLA Position: Q4 2024 in Review

Pittenger & Anderson Inc sold out of LPL Financial (LPLA) in Q4 2024, closing a stake of 2,530 shares — an estimated $589K sold.

Pittenger & Anderson Inc first reported a position in LPLA in Q1 2020 and held it in 19 quarters. The position peaked at $1.03M in Q2 2024. 727 funds tracked by Wall St. Rank hold LPLA as of Q4 2024.

  • Pittenger & Anderson Inc reported no remaining LPL Financial position as of Q4 2024 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 2,530 LPL Financial shares in Q4 2024, an estimated $589K.
  • Pittenger & Anderson Inc first reported a position in LPL Financial in Q1 2020 and held it in 19 quarters.
  • Pittenger & Anderson Inc's LPL Financial position peaked at $1.03M in Q2 2024.
  • 727 funds tracked by Wall St. Rank held LPL Financial as of Q4 2024.

Based on Pittenger & Anderson Inc's 13F filing for Q4 2024, filed 31 Jan 2025.