VIA
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Vident Investment Advisory’s LPL Financial LPLA Stock Holding History

Vident Investment Advisory’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
Q2 		– Sell
-3,054
Closed -$618K – 1285
2023
Q1 		$618K Buy
+3,054
New +$698K 0.02% 697
2022
Q3 		– Sell
-33,822
Closed -$6.24M – 1226
2022
Q2 		$6.24M Sell
33,822
-330
-1% -$62.7K 0.19% 133
2022
Q1 		$6.24M Buy
+34,152
New +$5.95M 0.16% 147
2021
Q4 		– Sell
-21,866
Closed -$3.43M – 1224
2021
Q3 		$3.43M Buy
+21,866
New +$3.14M 0.1% 203
2021
Q1 		– Sell
-19,305
Closed -$2.01M – 1010
2020
Q4 		$2.01M Sell
19,305
-862
-4% -$77.5K 0.08% 279
2020
Q3 		$1.55M Sell
20,167
-449
-2% -$35.7K 0.08% 347
2020
Q2 		$1.62M Sell
20,616
-2,451
-11% -$164K 0.08% 278
2020
Q1 		$1.26M Buy
+23,067
New +$1.86M 0.08% 312
2018
Q4 		– Sell
-14,622
Closed -$943K – 853
2018
Q3 		$943K Buy
14,622
+507
+4% +$33.6K 0.04% 488
2018
Q2 		$925K Buy
14,115
+9,886
+234% +$650K 0.04% 444
2018
Q1 		$246K Sell
4,229
-58,302
-93% -$3.61M 0.01% 816
2017
Q4 		$3.57M Buy
62,531
+5,010
+9% +$264K 0.16% 128
2017
Q3 		$2.97M Sell
57,521
-6,332
-10% -$291K 0.16% 149
2017
Q2 		$2.71M Buy
63,853
+1,580
+3% +$64.1K 0.22% 123
2017
Q1 		$2.48M Buy
+62,273
New +$2.45M 0.25% 159

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return