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Plato Investment Management’s LPL Financial LPLA Stock Holding History

Plato Investment Management’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
2025
Q2 		– Sell
-81
Closed -$26.8K – 547
2025
Q1 		$26.8K Hold
81
– – ﹤0.01% 473
2024
Q4 		$26.5K Hold
81
– – ﹤0.01% 525
2024
Q3 		$18.8K Sell
81
-899
-92% -$203K ﹤0.01% 484
2024
Q2 		$274K Hold
980
– – 0.03% 316
2024
Q1 		$259K Buy
980
+899
+1,110% +$227K 0.03% 306
2023
Q4 		$18.4K Buy
+81
New +$18.2K 0.02% 321

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Plato Investment Management's LPLA Position: Q2 2025 in Review

Plato Investment Management sold out of LPL Financial (LPLA) in Q2 2025, closing a stake of 81 shares — an estimated $26.8K sold.

Plato Investment Management first reported a position in LPLA in Q4 2023 and held it in 6 quarters. The position peaked at $274K in Q2 2024. 802 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

  • Plato Investment Management reported no remaining LPL Financial position as of Q2 2025 after selling out during the quarter.
  • Plato Investment Management sold 81 LPL Financial shares in Q2 2025, an estimated $26.8K.
  • Plato Investment Management first reported a position in LPL Financial in Q4 2023 and held it in 6 quarters.
  • Plato Investment Management's LPL Financial position peaked at $274K in Q2 2024.
  • 802 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on Plato Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.