Pzena Investment Management
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Pzena Investment Management’s LPL Financial LPLA Stock Holding History

Pzena 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
Q1 		– Sell
-900
Closed -$294K – 156
2024
Q4 		$294K Sell
900
-287
-24% -$84.9K ﹤0.01% 143
2024
Q3 		$276K Sell
1,187
-354
-23% -$79.8K ﹤0.01% 151
2024
Q2 		$430K Buy
1,541
+522
+51% +$142K ﹤0.01% 148
2024
Q1 		$269K Sell
1,019
-168
-14% -$42.4K ﹤0.01% 153
2023
Q4 		$270K Sell
1,187
-90
-7% -$20.2K ﹤0.01% 159
2023
Q3 		$303K Sell
1,277
-218
-15% -$50.6K ﹤0.01% 152
2023
Q2 		$325K Sell
1,495
-442
-23% -$88.5K ﹤0.01% 151
2023
Q1 		$392K Sell
1,937
-1,497
-44% -$342K ﹤0.01% 149
2022
Q4 		$742K Buy
3,434
+1,362
+66% +$318K ﹤0.01% 150
2022
Q3 		$453K Hold
2,072
– – ﹤0.01% 154
2022
Q2 		$382K Buy
2,072
+607
+41% +$115K ﹤0.01% 152
2022
Q1 		$268K Hold
1,465
– – ﹤0.01% 170
2021
Q4 		$235K Buy
+1,465
New +$242K ﹤0.01% 169

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