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Van Leeuwen & Company’s LPL Financial LPLA Stock Holding History

Van Leeuwen & Company’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
2024
Q1 		$1.56M Buy
5,900
+166
+3% +$41.9K 0.79% 53
2023
Q4 		$1.31M Sell
5,734
-100
-2% -$22.5K 0.76% 52
2023
Q3 		$1.39M Buy
5,834
+141
+2% +$32.7K 0.86% 40
2023
Q2 		$1.26M Sell
5,693
-50
-0.9% -$10K 0.79% 39
2023
Q1 		$1.16M Sell
5,743
-300
-5% -$68.6K 0.78% 38
2022
Q4 		$1.31M Sell
6,043
-159
-3% -$37.2K 0.9% 31
2022
Q3 		$1.35M Sell
6,202
-695
-10% -$148K 1.08% 29
2022
Q2 		$1.27M Buy
6,897
+275
+4% +$52.2K 1.07% 26
2022
Q1 		$1.21M Sell
6,622
-701
-10% -$122K 0.89% 35
2021
Q4 		$1.17M Buy
7,323
+3,225
+79% +$532K 0.66% 40
2021
Q3 		$642K Hold
4,098
– – 0.39% 51
2021
Q2 		$577K Buy
4,098
+407
+11% +$59.2K 0.34% 55
2021
Q1 		$525K Buy
3,691
+448
+14% +$57.2K 0.34% 53
2020
Q4 		$338K Sell
3,243
-579
-15% -$52K 0.23% 60
2020
Q3 		$293K Buy
3,822
+500
+15% +$39.7K 0.23% 54
2020
Q2 		$260K Sell
3,322
-1,000
-23% -$66.8K 0.2% 58
2020
Q1 		$235K Hold
4,322
– – 0.23% 67
2019
Q4 		$399K Buy
4,322
+1,166
+37% +$100K 0.33% 58
2019
Q3 		$258K Sell
3,156
-45
-1% -$3.6K 0.24% 65
2019
Q2 		$261K Buy
+3,201
New +$253K 0.23% 69

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Van Leeuwen & Company's LPLA Position: Q1 2024 in Review

Van Leeuwen & Company increased its LPL Financial (LPLA) stake by 2.9% in Q1 2024, buying an estimated $41.9K and bringing the position to 5,900 shares worth $1.56M. The position accounts for 0.79% of the portfolio, ranked #53.

Van Leeuwen & Company first reported a position in LPLA in Q2 2019 and has held it in 20 quarters since. 648 funds tracked by Wall St. Rank hold LPLA as of Q1 2024.

  • Van Leeuwen & Company held 5,900 shares of LPL Financial worth $1.56M as of Q1 2024.
  • Van Leeuwen & Company bought 166 LPL Financial shares in Q1 2024, an estimated $41.9K.
  • LPL Financial made up 0.79% of Van Leeuwen & Company's portfolio in Q1 2024, its #53 holding.
  • Van Leeuwen & Company first reported a position in LPL Financial in Q2 2019 and has held it in 20 quarters since.
  • 648 funds tracked by Wall St. Rank held LPL Financial as of Q1 2024.

Based on Van Leeuwen & Company's 13F filing for Q1 2024, filed 10 May 2024.