SEI Investments’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 | $38.1M | Buy |
126,774
+14,967
| +13% | +$5.02M | 0.04% | 515 |
|
|
2025
Q4 | $39.9M | Sell |
111,807
-11,928
| -10% | -$4.22M | 0.04% | 464 |
|
|
2025
Q3 | $41.2M | Sell |
123,735
-295,555
| -70% | -$107M | 0.04% | 439 |
|
|
2025
Q2 | $157M | Buy |
419,290
+40,229
| +11% | +$14.1M | 0.18% | 97 |
|
|
2025
Q1 | $124M | Buy |
379,061
+263,329
| +228% | +$91.7M | 0.16% | 128 |
|
|
2024
Q4 | $37.8M | Buy |
115,732
+28,072
| +32% | +$8.3M | 0.05% | 410 |
|
|
2024
Q3 | $20.4M | Buy |
87,660
+4,382
| +5% | +$987K | 0.03% | 655 |
|
|
2024
Q2 | $23.3M | Sell |
83,278
-29,976
| -26% | -$8.14M | 0.03% | 549 |
|
|
2024
Q1 | $29.9M | Buy |
113,254
+21,481
| +23% | +$5.42M | 0.04% | 452 |
|
|
2023
Q4 | $20.9M | Sell |
91,773
-35,175
| -28% | -$7.91M | 0.03% | 548 |
|
|
2023
Q3 | $30.2M | Sell |
126,948
-37,418
| -23% | -$8.69M | 0.05% | 370 |
|
|
2023
Q2 | $35.7M | Buy |
164,366
+3,274
| +2% | +$656K | 0.06% | 332 |
|
|
2023
Q1 | $32.6M | Sell |
161,092
-46,237
| -22% | -$10.6M | 0.06% | 355 |
|
|
2022
Q4 | $44.8M | Sell |
207,329
-71,579
| -26% | -$16.7M | 0.1% | 214 |
|
|
2022
Q3 | $60.9M | Sell |
278,908
-41,429
| -13% | -$8.81M | 0.14% | 133 |
|
|
2022
Q2 | $59.1M | Buy |
320,337
+146,803
| +85% | +$27.9M | 0.13% | 145 |
|
|
2022
Q1 | $31.8M | Buy |
173,534
+19,734
| +13% | +$3.44M | 0.06% | 331 |
|
|
2021
Q4 | $24.6M | Sell |
153,800
-7,707
| -5% | -$1.27M | 0.05% | 410 |
|
|
2021
Q3 | $25.3M | Buy |
161,507
+28,694
| +22% | +$4.12M | 0.05% | 368 |
|
|
2021
Q2 | $17.9M | Buy |
132,813
+40,947
| +45% | +$5.95M | 0.04% | 449 |
|
|
2021
Q1 | $12.6M | Buy |
91,866
+44,946
| +96% | +$5.74M | 0.03% | 566 |
|
|
2020
Q4 | $4.86M | Sell |
46,920
-9,219
| -16% | -$828K | 0.01% | 984 |
|
|
2020
Q3 | $4.24M | Sell |
56,139
-9,419
| -14% | -$748K | 0.01% | 956 |
|
|
2020
Q2 | $5.08M | Buy |
65,558
+699
| +1% | +$46.7K | 0.02% | 850 |
|
|
2020
Q1 | $3.48M | Sell |
64,859
-39,528
| -38% | -$3.19M | 0.01% | 910 |
|
|
2019
Q4 | $9.57M | Sell |
104,387
-38,047
| -27% | -$3.27M | 0.03% | 606 |
|
|
2019
Q3 | $11.7M | Sell |
142,434
-721
| -0.5% | -$57.7K | 0.03% | 532 |
|
|
2019
Q2 | $11.7M | Buy |
143,155
+23,300
| +19% | +$1.84M | 0.04% | 508 |
|
|
2019
Q1 | $8.35M | Buy |
119,855
+53,549
| +81% | +$3.86M | 0.03% | 634 |
|
|
2018
Q4 | $4.19M | Sell |
66,306
-3,790
| -5% | -$231K | 0.01% | 985 |
|
|
2018
Q3 | $4.52M | Sell |
70,096
-54,722
| -44% | -$3.63M | 0.02% | 916 |
|
|
2018
Q2 | $8.18M | Buy |
124,818
+18,876
| +18% | +$1.24M | 0.03% | 680 |
|
|
2018
Q1 | $6.47M | Sell |
105,942
-5,332
| -5% | -$330K | 0.02% | 704 |
|
|
2017
Q4 | $6.36M | Buy |
111,274
+38,618
| +53% | +$2.03M | 0.02% | 802 |
|
|
2017
Q3 | $3.75M | Buy |
72,656
+2,044
| +3% | +$94.1K | 0.01% | 1001 |
|
|
2017
Q2 | $3M | Buy |
70,612
+4,619
| +7% | +$187K | 0.01% | 1045 |
|
|
2017
Q1 | $2.63M | Buy |
65,993
+5,689
| +9% | +$224K | 0.01% | 1061 |
|
|
2016
Q4 | $2.12M | Buy |
60,304
+59,957
| +17,279% | +$2.1M | 0.01% | 1127 |
|
|
2016
Q3 | $10K | Buy |
347
+123
| +55% | +$3.33K | ﹤0.01% | 2403 |
|
|
2016
Q2 | $5K | Sell |
224
-14
| -6% | -$352 | ﹤0.01% | 2384 |
|
|
2016
Q1 | $6K | Sell |
238
-11,694
| -98% | -$316K | ﹤0.01% | 2263 |
|
|
2015
Q4 | $509K | Buy |
11,932
+4,999
| +72% | +$213K | ﹤0.01% | 1345 |
|
|
2015
Q3 | $276K | Sell |
6,933
-616
| -8% | -$26.5K | ﹤0.01% | 1508 |
|
|
2015
Q2 | $350K | Sell |
7,549
-1,996
| -21% | -$86.3K | ﹤0.01% | 1279 |
|
|
2015
Q1 | $419K | Buy |
9,545
+1,416
| +17% | +$62.6K | ﹤0.01% | 1224 |
|
|
2014
Q4 | $363K | Buy |
+8,129
| New | +$350K | ﹤0.01% | 1243 |
|
Other funds holding LPLA
VPM
VCM
SC
