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LPLA icon

Seeyond’s LPL Financial LPLA Stock Holding History

Seeyond’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
2022
Q4 		$701K Buy
3,243
+474
+17% +$111K 0.07% 362
2022
Q3 		$604K Buy
2,769
+1,179
+74% +$251K 0.07% 384
2022
Q2 		$293K Buy
+1,590
New +$302K 0.03% 503

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Seeyond's LPLA Position: Q4 2022 in Review

Seeyond increased its LPL Financial (LPLA) stake by 17% in Q4 2022, buying an estimated $111K and bringing the position to 3,243 shares worth $701K. The position accounts for 0.07% of the portfolio, ranked #362.

Seeyond first reported a position in LPLA in Q2 2022 and has held it in 3 quarters since. 628 funds tracked by Wall St. Rank hold LPLA as of Q4 2022.

  • Seeyond held 3,243 shares of LPL Financial worth $701K as of Q4 2022.
  • Seeyond bought 474 LPL Financial shares in Q4 2022, an estimated $111K.
  • LPL Financial made up 0.07% of Seeyond's portfolio in Q4 2022, its #362 holding.
  • Seeyond first reported a position in LPL Financial in Q2 2022 and has held it in 3 quarters since.
  • 628 funds tracked by Wall St. Rank held LPL Financial as of Q4 2022.

Based on Seeyond's 13F filing for Q4 2022, filed 13 Feb 2023.