QC
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Quadrature Capital’s LPL Financial LPLA Stock Holding History

Quadrature Capital’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
Q2 		– Sell
-28,823
Closed -$9.43M – 1303
2025
Q1 		$9.43M Buy
+28,823
New +$10M 0.21% 112
2024
Q2 		– Sell
-6,127
Closed -$1.62M – 1359
2024
Q1 		$1.62M Buy
+6,127
New +$1.55M 0.03% 348
2023
Q2 		– Sell
-83,025
Closed -$16.8M – 1114
2023
Q1 		$16.8M Buy
83,025
+56,081
+208% +$12.8M 0.46% 62
2022
Q4 		$5.82M Buy
+26,944
New +$6.3M 0.17% 135
2021
Q3 		– Sell
-14,738
Closed -$1.99M – 881
2021
Q2 		$1.99M Buy
+14,738
New +$2.14M 0.08% 188
2021
Q1 		– Sell
-3,622
Closed -$377K – 1037
2020
Q4 		$377K Buy
+3,622
New +$325K 0.02% 555
2019
Q1 		– Sell
-7,958
Closed -$486K – 632
2018
Q4 		$486K Buy
+7,958
New +$485K 0.09% 253
2017
Q4 		– Sell
-7,761
Closed -$400K – 589
2017
Q3 		$400K Buy
+7,761
New +$357K 0.05% 292
2017
Q2 		– Sell
-6,803
Closed -$271K – 677
2017
Q1 		$271K Sell
6,803
-6,361
-48% -$250K 0.02% 539
2016
Q4 		$464K Buy
+13,164
New +$460K 0.03% 442
2016
Q3 		– Sell
-9,300
Closed -$210K – 662
2016
Q2 		$210K Buy
+9,300
New +$234K 0.02% 491
2016
Q1 		– Sell
-16,459
Closed -$702K – 522
2015
Q4 		$702K Buy
+16,459
New +$701K 0.11% 241

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 $2.9T AUM 29.55% 1-Year Est. Return