Robeco Institutional Asset Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.74M | Sell |
5,793
-768
| -12% | -$258K | ﹤0.01% | 683 |
|
|
2025
Q4 | $2.34M | Sell |
6,561
-7,909
| -55% | -$2.8M | ﹤0.01% | 654 |
|
|
2025
Q3 | $4.81M | Buy |
14,470
+2,251
| +18% | +$816K | 0.01% | 566 |
|
|
2025
Q2 | $4.58M | Buy |
12,219
+3,893
| +47% | +$1.36M | 0.01% | 571 |
|
|
2025
Q1 | $2.72M | Buy |
8,326
+397
| +5% | +$138K | 0.01% | 660 |
|
|
2024
Q4 | $2.59M | Buy |
7,929
+512
| +7% | +$151K | ﹤0.01% | 655 |
|
|
2024
Q3 | $1.73M | Buy |
7,417
+190
| +3% | +$42.8K | ﹤0.01% | 725 |
|
|
2024
Q2 | $2.02M | Buy |
7,227
+586
| +9% | +$159K | ﹤0.01% | 681 |
|
|
2024
Q1 | $1.75M | Sell |
6,641
-182
| -3% | -$45.9K | ﹤0.01% | 707 |
|
|
2023
Q4 | $1.55M | Sell |
6,823
-892
| -12% | -$201K | ﹤0.01% | 739 |
|
|
2023
Q3 | $1.83M | Sell |
7,715
-3,903
| -34% | -$906K | ﹤0.01% | 700 |
|
|
2023
Q2 | $2.53M | Sell |
11,618
-55,606
| -83% | -$11.1M | 0.01% | 652 |
|
|
2023
Q1 | $13.6M | Sell |
67,224
-121,109
| -64% | -$27.7M | 0.04% | 381 |
|
|
2022
Q4 | $40.7M | Buy |
188,333
+95,108
| +102% | +$22.2M | 0.12% | 195 |
|
|
2022
Q3 | $20.4M | Buy |
93,225
+78,963
| +554% | +$16.8M | 0.07% | 262 |
|
|
2022
Q2 | $2.63M | Buy |
+14,262
| New | +$2.71M | 0.01% | 615 |
|
|
2019
Q4 | – | Sell |
-987
| Closed | -$80K | – | 986 |
|
|
2019
Q3 | $80K | Hold |
987
| – | – | ﹤0.01% | 940 |
|
|
2019
Q2 | $80K | Buy |
987
+848
| +610% | +$67.1K | ﹤0.01% | 942 |
|
|
2019
Q1 | $10K | Hold |
139
| – | – | ﹤0.01% | 946 |
|
|
2018
Q4 | $8K | Sell |
139
-139
| -50% | -$8.47K | ﹤0.01% | 960 |
|
|
2018
Q3 | $18K | Buy |
+278
| New | +$18.4K | ﹤0.01% | 968 |
|
|
2017
Q4 | – | Sell |
-9,601
| Closed | -$495K | – | 911 |
|
|
2017
Q3 | $495K | Hold |
9,601
| – | – | ﹤0.01% | 720 |
|
|
2017
Q2 | $407K | Hold |
9,601
| – | – | ﹤0.01% | 761 |
|
|
2017
Q1 | $383K | Hold |
9,601
| – | – | ﹤0.01% | 745 |
|
|
2016
Q4 | $338K | Buy |
9,601
+523
| +6% | +$18.3K | ﹤0.01% | 680 |
|
|
2016
Q3 | $272K | Buy |
+9,078
| New | +$246K | ﹤0.01% | 747 |
|
|
2014
Q3 | – | Sell |
-28,500
| Closed | -$1.42M | – | 774 |
|
|
2014
Q2 | $1.42M | Buy |
28,500
+11,100
| +64% | +$538K | 0.01% | 490 |
|
|
2014
Q1 | $914K | Buy |
+17,400
| New | +$919K | 0.01% | 522 |
|
Other funds holding LPLA
VPM
VCM
SC
