Prescott Group Capital Management’s LPL Financial LPLA Stock Holding History

Prescott Group Capital 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
2023 Q1	–	Sell	-7,000	Closed	-$1.51M	–	188
2022 Q4	$1.51M	Hold	7,000	–	–	0.33%	77
2022 Q3	$1.53M	Hold	7,000	–	–	0.47%	60
2022 Q2	$1.29M	Hold	7,000	–	–	0.35%	74
2022 Q1	$1.28M	Hold	7,000	–	–	0.33%	77
2021 Q4	$1.12M	Hold	7,000	–	–	0.25%	106
2021 Q3	$1.1M	Hold	7,000	–	–	0.3%	102
2021 Q2	$945K	Hold	7,000	–	–	0.27%	90
2021 Q1	$995K	Buy	7,000 +4,000	+133%	+$510K	0.29%	83
2020 Q4	$313K	Buy	+3,000	New	+$270K	0.09%	95

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return