Putnam Investments’s LPL Financial LPLA Stock Holding History

Putnam 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
2023 Q4	$3.92M	Buy	+17,228	New	+$3.87M	0.01%	498
2022 Q2	–	Sell	-20,268	Closed	-$3.7M	–	1172
2022 Q1	$3.7M	Sell	20,268 -33,695	-62%	-$5.87M	0.01%	689
2021 Q4	$8.64M	Buy	+53,963	New	+$8.91M	0.01%	406
2021 Q1	–	Sell	-40,095	Closed	-$4.18M	–	811
2020 Q4	$4.18M	Sell	40,095 -896	-2%	-$80.5K	0.01%	522
2020 Q3	$3.14M	Sell	40,991 -295	-0.7%	-$23.4K	0.01%	549
2020 Q2	$3.24M	Sell	41,286 -20,586	-33%	-$1.38M	0.01%	547
2020 Q1	$3.37M	Buy	+61,872	New	+$4.99M	0.01%	514
2019 Q4	–	Sell	-73,776	Closed	-$6.04M	–	924
2019 Q3	$6.04M	Buy	+73,776	New	+$5.9M	0.01%	469

Other funds holding LPLA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Putnam Investments's LPLA Position: Q4 2023 in Review

Putnam Investments opened a new position in LPL Financial (LPLA) in Q4 2023: 17,228 shares worth $3.92M. The stake represents 0.01% of the portfolio and ranks #498 among its holdings. This is a return to the name: Putnam Investments previously reported a position in LPLA as recently as Q1 2022.

Putnam Investments first reported a position in LPLA in Q3 2019 and has held it in 8 quarters since. The position peaked at $8.64M in Q4 2021. 618 funds tracked by Wall St. Rank hold LPLA as of Q4 2023.

Putnam Investments held 17,228 shares of LPL Financial worth $3.92M as of Q4 2023.
LPL Financial was a new Putnam Investments position in Q4 2023.
LPL Financial made up 0.01% of Putnam Investments's portfolio in Q4 2023, its #498 holding.
Putnam Investments first reported a position in LPL Financial in Q3 2019 and has held it in 8 quarters since.
Putnam Investments's LPL Financial position peaked at $8.64M in Q4 2021.
618 funds tracked by Wall St. Rank held LPL Financial as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.