Samlyn Capital’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 | $699M | Buy |
2,323,360
+744,101
| +47% | +$250M | 12% | 1 |
|
|
2025
Q4 | $564M | Buy |
1,579,259
+232,765
| +17% | +$82.3M | 9% | 1 |
|
|
2025
Q3 | $448M | Buy |
1,346,494
+131,214
| +11% | +$47.6M | 6.36% | 2 |
|
|
2025
Q2 | $456M | Sell |
1,215,280
-185,975
| -13% | -$65.2M | 6.61% | 2 |
|
|
2025
Q1 | $458M | Sell |
1,401,255
-171,821
| -11% | -$59.8M | 7.55% | 1 |
|
|
2024
Q4 | $514M | Sell |
1,573,076
-72,618
| -4% | -$21.5M | 8.16% | 1 |
|
|
2024
Q3 | $383M | Buy |
1,645,694
+450,979
| +38% | +$102M | 6.18% | 1 |
|
|
2024
Q2 | $334M | Buy |
1,194,715
+88,635
| +8% | +$24.1M | 5.74% | 1 |
|
|
2024
Q1 | $292M | Sell |
1,106,080
-88,641
| -7% | -$22.4M | 5.08% | 2 |
|
|
2023
Q4 | $272M | Sell |
1,194,721
-185,068
| -13% | -$41.6M | 5.91% | 2 |
|
|
2023
Q3 | $328M | Sell |
1,379,789
-463,436
| -25% | -$108M | 5.8% | 1 |
|
|
2023
Q2 | $401M | Buy |
1,843,225
+70,337
| +4% | +$14.1M | 6.96% | 2 |
|
|
2023
Q1 | $359M | Buy |
1,772,888
+380,373
| +27% | +$87M | 6.59% | 2 |
|
|
2022
Q4 | $301M | Sell |
1,392,515
-224,754
| -14% | -$52.5M | 5.9% | 2 |
|
|
2022
Q3 | $353M | Sell |
1,617,269
-464,429
| -22% | -$98.8M | 6.74% | 1 |
|
|
2022
Q2 | $384M | Sell |
2,081,698
-134,776
| -6% | -$25.6M | 7.7% | 1 |
|
|
2022
Q1 | $405M | Sell |
2,216,474
-8,763
| -0.4% | -$1.53M | 6.12% | 2 |
|
|
2021
Q4 | $356M | Sell |
2,225,237
-375,590
| -14% | -$62M | 5.46% | 2 |
|
|
2021
Q3 | $408M | Buy |
2,600,827
+54,622
| +2% | +$7.85M | 5.97% | 1 |
|
|
2021
Q2 | $344M | Buy |
2,546,205
+58,051
| +2% | +$8.44M | 5.24% | 1 |
|
|
2021
Q1 | $354M | Sell |
2,488,154
-641,071
| -20% | -$81.8M | 5.25% | 1 |
|
|
2020
Q4 | $326M | Sell |
3,129,225
-204,611
| -6% | -$18.4M | 5.01% | 1 |
|
|
2020
Q3 | $256M | Sell |
3,333,836
-216,677
| -6% | -$17.2M | 4.71% | 3 |
|
|
2020
Q2 | $278M | Sell |
3,550,513
-222,942
| -6% | -$14.9M | 5.34% | 1 |
|
|
2020
Q1 | $205M | Buy |
3,773,455
+329,743
| +10% | +$26.6M | 5.2% | 1 |
|
|
2019
Q4 | $318M | Buy |
3,443,712
+2,039,132
| +145% | +$175M | 6.72% | 1 |
|
|
2019
Q3 | $115M | Sell |
1,404,580
-826,807
| -37% | -$66.2M | 3.23% | 7 |
|
|
2019
Q2 | $182M | Sell |
2,231,387
-38,922
| -2% | -$3.08M | 4.65% | 2 |
|
|
2019
Q1 | $158M | Sell |
2,270,309
-406,013
| -15% | -$29.3M | 4.18% | 3 |
|
|
2018
Q4 | $163M | Buy |
2,676,322
+587,765
| +28% | +$35.8M | 4.23% | 2 |
|
|
2018
Q3 | $135M | Buy |
2,088,557
+272,643
| +15% | +$18.1M | 3.29% | 2 |
|
|
2018
Q2 | $119M | Sell |
1,815,914
-90,957
| -5% | -$5.98M | 3.08% | 6 |
|
|
2018
Q1 | $116M | Sell |
1,906,871
-16,344
| -0.8% | -$1.01M | 2.85% | 6 |
|
|
2017
Q4 | $110M | Sell |
1,923,215
-285,165
| -13% | -$15M | 3.05% | 3 |
|
|
2017
Q3 | $114M | Buy |
2,208,380
+727,941
| +49% | +$33.5M | 3.26% | 4 |
|
|
2017
Q2 | $62.9M | Buy |
1,480,439
+528,780
| +56% | +$21.5M | 1.68% | 20 |
|
|
2017
Q1 | $37.9M | Buy |
+951,659
| New | +$37.4M | 0.97% | 50 |
|
|
2016
Q2 | – | Sell |
-317,200
| Closed | -$7.87M | – | 133 |
|
|
2016
Q1 | $7.87M | Buy |
+317,200
| New | +$8.56M | 0.18% | 82 |
|
|
2015
Q1 | – | Sell |
-1,159,490
| Closed | -$51.7M | – | 102 |
|
|
2014
Q4 | $51.7M | Buy |
+1,159,490
| New | +$49.9M | 0.92% | 53 |
|
|
2014
Q1 | – | Sell |
-217,600
| Closed | -$10.2M | – | 101 |
|
|
2013
Q4 | $10.2M | Buy |
+217,600
| New | +$9.13M | 0.26% | 81 |
|
Other funds holding LPLA
VPM
VCM
LPC