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Raymond James Financial Services Advisors’s LPL Financial LPLA Stock Holding History

Raymond James Financial Services Advisors’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
Q3 		$2.7M Buy
11,599
+830
+8% +$187K ﹤0.01% 1564
2024
Q2 		$3.01M Buy
10,769
+798
+8% +$217K ﹤0.01% 1437
2024
Q1 		$2.63M Buy
9,971
+752
+8% +$190K ﹤0.01% 1495
2023
Q4 		$2.1M Buy
9,219
+3,691
+67% +$830K ﹤0.01% 1546
2023
Q3 		$1.31M Buy
5,528
+341
+7% +$79.2K ﹤0.01% 1762
2023
Q2 		$1.13M Sell
5,187
-165
-3% -$33K ﹤0.01% 1854
2023
Q1 		$1.08M Buy
5,352
+154
+3% +$35.2K ﹤0.01% 1858
2022
Q4 		$1.12M Sell
5,198
-261
-5% -$61K ﹤0.01% 1765
2022
Q3 		$1.19M Buy
5,459
+524
+11% +$111K ﹤0.01% 1719
2022
Q2 		$910K Buy
4,935
+552
+13% +$105K ﹤0.01% 1894
2022
Q1 		$801K Buy
4,383
+1,181
+37% +$206K ﹤0.01% 2094
2021
Q4 		$513K Sell
3,202
-580
-15% -$95.7K ﹤0.01% 2361
2021
Q3 		$593K Buy
3,782
+760
+25% +$109K ﹤0.01% 2268
2021
Q2 		$408K Sell
3,022
-311
-9% -$45.2K ﹤0.01% 2513
2021
Q1 		$474K Buy
3,333
+1,406
+73% +$179K ﹤0.01% 2323
2020
Q4 		$201K Buy
+1,927
New +$173K ﹤0.01% 2712
2018
Q4 		– Sell
-11,805
Closed -$762K – 2708
2018
Q3 		$762K Sell
11,805
-766
-6% -$50.8K ﹤0.01% 1640
2018
Q2 		$824K Buy
+12,571
New +$826K ﹤0.01% 1546

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Raymond James Financial Services Advisors's LPLA Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its LPL Financial (LPLA) stake by 7.7% in Q3 2024, buying an estimated $187K and bringing the position to 11,599 shares worth $2.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

Raymond James Financial Services Advisors first reported a position in LPLA in Q2 2018 and has held it in 18 quarters since. The position peaked at $3.01M in Q2 2024. 643 funds tracked by Wall St. Rank hold LPLA as of Q3 2024.

  • Raymond James Financial Services Advisors held 11,599 shares of LPL Financial worth $2.7M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 830 LPL Financial shares in Q3 2024, an estimated $187K.
  • LPL Financial made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1564 holding.
  • Raymond James Financial Services Advisors first reported a position in LPL Financial in Q2 2018 and has held it in 18 quarters since.
  • Raymond James Financial Services Advisors's LPL Financial position peaked at $3.01M in Q2 2024.
  • 643 funds tracked by Wall St. Rank held LPL Financial as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.