Public Sector Pension Investment Board (PSP Investments)
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Public Sector Pension Investment Board (PSP Investments)’s LPL Financial LPLA Stock Holding History

Public Sector Pension Investment Board (PSP Investments)’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
-9,765
Closed -$2.27M – 1253
2024
Q3 		$2.27M Hold
9,765
– – 0.01% 822
2024
Q2 		$2.73M Sell
9,765
-441
-4% -$120K 0.02% 712
2024
Q1 		$2.7M Buy
10,206
+100
+1% +$25.2K 0.02% 651
2023
Q4 		$2.3M Buy
10,106
+452
+5% +$102K 0.02% 709
2023
Q3 		$2.29M Sell
9,654
-100
-1% -$23.2K 0.02% 691
2023
Q2 		$2.12M Hold
9,754
– – 0.01% 889
2023
Q1 		$1.97M Buy
9,754
+1,175
+14% +$269K 0.01% 921
2022
Q4 		$1.85M Sell
8,579
-10,548
-55% -$2.47M 0.01% 959
2022
Q3 		$4.18M Buy
+19,127
New +$4.07M 0.04% 436
2020
Q1 		– Sell
-8,200
Closed -$756K – 1425
2019
Q4 		$756K Buy
+8,200
New +$704K ﹤0.01% 1438

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, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments)'s LPLA Position: Q4 2024 in Review

Public Sector Pension Investment Board (PSP Investments) sold out of LPL Financial (LPLA) in Q4 2024, closing a stake of 9,765 shares — an estimated $2.27M sold.

Public Sector Pension Investment Board (PSP Investments) first reported a position in LPLA in Q4 2019 and held it in 10 quarters. The position peaked at $4.18M in Q3 2022. 725 funds tracked by Wall St. Rank hold LPLA as of Q4 2024.

  • Public Sector Pension Investment Board (PSP Investments) reported no remaining LPL Financial position as of Q4 2024 after selling out during the quarter.
  • Public Sector Pension Investment Board (PSP Investments) sold 9,765 LPL Financial shares in Q4 2024, an estimated $2.27M.
  • Public Sector Pension Investment Board (PSP Investments) first reported a position in LPL Financial in Q4 2019 and held it in 10 quarters.
  • Public Sector Pension Investment Board (PSP Investments)'s LPL Financial position peaked at $4.18M in Q3 2022.
  • 725 funds tracked by Wall St. Rank held LPL Financial as of Q4 2024.

Based on Public Sector Pension Investment Board (PSP Investments)'s 13F filing for Q4 2024, filed 14 Feb 2025.