UBS O'Connor’s LPL Financial LPLA Stock Holding History

UBS O'Connor’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 Q2	–	Sell
2025 Q1	$2.45M	Buy
2014 Q2	–	Sell
2014 Q1	$11.2M	Buy
2013 Q4	$8.19M	Buy