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Sheaff Brock Investment Advisors’s LPL Financial LPLA Stock Holding History

Sheaff Brock Investment 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
2025
Q1 		$2.36M Sell
7,200
-177
-2% -$61.6K 0.22% 90
2024
Q4 		$2.41M Sell
7,377
-1,257
-15% -$372K 0.21% 89
2024
Q3 		$2.01M Buy
8,634
+358
+4% +$80.7K 0.18% 110
2024
Q2 		$2.31M Sell
8,276
-533
-6% -$145K 0.21% 93
2024
Q1 		$2.33M Buy
8,809
+669
+8% +$169K 0.15% 106
2023
Q4 		$1.85M Buy
8,140
+238
+3% +$53.5K 0.14% 110
2023
Q3 		$1.88M Sell
7,902
-29
-0.4% -$6.73K 0.17% 101
2023
Q2 		$1.72M Sell
7,931
-18
-0.2% -$3.6K 0.15% 110
2023
Q1 		$1.61M Sell
7,949
-40
-0.5% -$9.14K 0.15% 115
2022
Q4 		$1.73M Sell
7,989
-70
-0.9% -$16.4K 0.17% 100
2022
Q3 		$1.76M Sell
8,059
-3,131
-28% -$666K 0.19% 94
2022
Q2 		$2.06M Sell
11,190
-71
-0.6% -$13.5K 0.17% 84
2022
Q1 		$2.06M Buy
11,261
+735
+7% +$128K 0.14% 100
2021
Q4 		$1.69M Buy
10,526
+450
+4% +$74.3K 0.11% 126
2021
Q3 		$1.58M Buy
10,076
+156
+2% +$22.4K 0.12% 125
2021
Q2 		$1.34M Buy
9,920
+415
+4% +$60.4K 0.1% 134
2021
Q1 		$1.35M Sell
9,505
-1,124
-11% -$143K 0.11% 121
2020
Q4 		$1.11M Buy
10,629
+39
+0.4% +$3.5K 0.09% 136
2020
Q3 		$812K Sell
10,590
-350
-3% -$27.8K 0.07% 155
2020
Q2 		$858K Buy
10,940
+161
+1% +$10.8K 0.08% 148
2020
Q1 		$587K Sell
10,779
-617
-5% -$49.7K 0.08% 167
2019
Q4 		$1.05M Sell
11,396
-294
-3% -$25.2K 0.1% 137
2019
Q3 		$957K Sell
11,690
-80
-0.7% -$6.4K 0.1% 145
2019
Q2 		$960K Sell
11,770
-523
-4% -$41.4K 0.1% 143
2019
Q1 		$856K Buy
+12,293
New +$886K 0.1% 160
2017
Q2 		– Sell
-7,640
Closed -$304K – 634
2017
Q1 		$304K Sell
7,640
-1,065
-12% -$41.9K 0.04% 388
2016
Q4 		$307K Buy
+8,705
New +$304K 0.04% 395

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sheaff Brock Investment Advisors's LPLA Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its LPL Financial (LPLA) stake by 2.4% in Q1 2025, selling an estimated $61.6K and leaving 7,200 shares worth $2.36M. The position accounts for 0.22% of the portfolio, ranked #90.

Sheaff Brock Investment Advisors first reported a position in LPLA in Q4 2016 and has held it in 27 quarters since. The position peaked at $2.41M in Q4 2024. 787 funds tracked by Wall St. Rank hold LPLA as of Q1 2025.

  • Sheaff Brock Investment Advisors held 7,200 shares of LPL Financial worth $2.36M as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 177 LPL Financial shares in Q1 2025, an estimated $61.6K.
  • LPL Financial made up 0.22% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #90 holding.
  • Sheaff Brock Investment Advisors first reported a position in LPL Financial in Q4 2016 and has held it in 27 quarters since.
  • Sheaff Brock Investment Advisors's LPL Financial position peaked at $2.41M in Q4 2024.
  • 787 funds tracked by Wall St. Rank held LPL Financial as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.