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SSI Investment Management’s LPL Financial LPLA Stock Holding History

SSI Investment Management’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
2023
Q1 		– Sell
-1,889
Closed -$408K – 277
2022
Q4 		$408K Hold
1,889
– – 0.03% 242
2022
Q3 		$413K Buy
1,889
+5
+0.3% +$1.06K 0.03% 232
2022
Q2 		$348K Hold
1,884
– – 0.02% 244
2022
Q1 		$345K Sell
1,884
-20
-1% -$3.48K 0.02% 255
2021
Q4 		$305K Sell
1,904
-5
-0.3% -$825 0.02% 268
2021
Q3 		$299K Hold
1,909
– – 0.02% 263
2021
Q2 		$256K Sell
1,909
-7
-0.4% -$1.02K 0.02% 280
2021
Q1 		$272K Buy
+1,916
New +$244K 0.02% 266

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

SSI Investment Management's LPLA Position: Q1 2023 in Review

SSI Investment Management sold out of LPL Financial (LPLA) in Q1 2023, closing a stake of 1,889 shares — an estimated $408K sold.

SSI Investment Management first reported a position in LPLA in Q1 2021 and held it in 8 quarters. The position peaked at $413K in Q3 2022. 614 funds tracked by Wall St. Rank hold LPLA as of Q1 2023.

  • SSI Investment Management reported no remaining LPL Financial position as of Q1 2023 after selling out during the quarter.
  • SSI Investment Management sold 1,889 LPL Financial shares in Q1 2023, an estimated $408K.
  • SSI Investment Management first reported a position in LPL Financial in Q1 2021 and held it in 8 quarters.
  • SSI Investment Management's LPL Financial position peaked at $413K in Q3 2022.
  • 614 funds tracked by Wall St. Rank held LPL Financial as of Q1 2023.

Based on SSI Investment Management's 13F filing for Q1 2023, filed 15 May 2023.