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Private Capital Group’s LPL Financial LPLA Stock Holding History

Private Capital Group’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
2022
Q2 		$242K Sell
1,313
-86
-6% -$16.3K 0.18% 105
2022
Q1 		$256K Sell
1,399
-121
-8% -$21.1K 0.06% 190
2021
Q4 		$243K Sell
1,520
-7
-0.5% -$1.16K 0.05% 213
2021
Q3 		$239K Buy
1,527
+107
+8% +$15.4K 0.05% 205
2021
Q2 		$192K Sell
1,420
-70
-5% -$10.2K 0.04% 241
2021
Q1 		$212K Buy
1,490
+67
+5% +$8.55K 0.05% 210
2020
Q4 		$148K Sell
1,423
-64
-4% -$5.75K 0.03% 382
2020
Q3 		$114K Sell
1,487
-100
-6% -$7.94K 0.02% 412
2020
Q2 		$124K Buy
1,587
+557
+54% +$37.2K 0.03% 386
2020
Q1 		$56K Buy
1,030
+206
+25% +$16.6K 0.01% 596
2019
Q4 		$76K Buy
824
+573
+228% +$49.2K 0.02% 545
2019
Q3 		$21K Sell
251
-1,925
-88% -$154K ﹤0.01% 1169
2019
Q2 		$143K Buy
2,176
+2,082
+2,215% +$165K 0.03% 289
2019
Q1 		$7K Sell
94
-1,023
-92% -$73.7K ﹤0.01% 1573
2018
Q4 		$68K Sell
1,117
-1,059
-49% -$64.6K 0.01% 527
2018
Q3 		$140K Hold
2,176
– – 0.03% 331
2018
Q2 		$142K Hold
2,176
– – 0.03% 318
2018
Q1 		$133K Buy
2,176
+2,030
+1,390% +$126K 0.03% 327
2017
Q4 		$124 Buy
+146
New +$7.68K 0.03% 340

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Private Capital Group's LPLA Position: Q2 2022 in Review

Private Capital Group reduced its LPL Financial (LPLA) stake by 6.1% in Q2 2022, selling an estimated $16.3K and leaving 1,313 shares worth $242K. The position accounts for 0.18% of the portfolio, ranked #105.

Private Capital Group first reported a position in LPLA in Q4 2017 and has held it in 19 quarters since. The position peaked at $256K in Q1 2022. 533 funds tracked by Wall St. Rank hold LPLA as of Q2 2022.

  • Private Capital Group held 1,313 shares of LPL Financial worth $242K as of Q2 2022.
  • Private Capital Group sold 86 LPL Financial shares in Q2 2022, an estimated $16.3K.
  • LPL Financial made up 0.18% of Private Capital Group's portfolio in Q2 2022, its #105 holding.
  • Private Capital Group first reported a position in LPL Financial in Q4 2017 and has held it in 19 quarters since.
  • Private Capital Group's LPL Financial position peaked at $256K in Q1 2022.
  • 533 funds tracked by Wall St. Rank held LPL Financial as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.