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Sullivan, Bruyette, Speros & Blaney’s LPL Financial LPLA Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
2021
Q1 		$145K Hold
1,017
– – 0.01% 355
2020
Q4 		$106K Buy
+1,017
New +$91.4K 0.01% 383

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's LPLA Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney held its LPL Financial (LPLA) position steady in Q1 2021 at 1,017 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #355.

Sullivan, Bruyette, Speros & Blaney first reported a position in LPLA in Q4 2020 and has held it in 2 quarters since. 397 funds tracked by Wall St. Rank hold LPLA as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 1,017 shares of LPL Financial worth $145K as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney left its LPL Financial share count unchanged in Q1 2021.
  • LPL Financial made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #355 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in LPL Financial in Q4 2020 and has held it in 2 quarters since.
  • 397 funds tracked by Wall St. Rank held LPL Financial as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.