William Blair Investment Management
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William Blair Investment Management’s LPL Financial LPLA Stock Holding History

William Blair 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
-108,703
Closed -$23.5M – 412
2022
Q4 		$23.5M Sell
108,703
-7,246
-6% -$1.69M 0.09% 246
2022
Q3 		$25.3M Buy
115,949
+6,434
+6% +$1.37M 0.1% 220
2022
Q2 		$20.2M Sell
109,515
-63,313
-37% -$12M 0.07% 260
2022
Q1 		$31.6M Buy
172,828
+47,824
+38% +$8.33M 0.09% 238
2021
Q4 		$20M Buy
125,004
+2,304
+2% +$380K 0.05% 297
2021
Q3 		$19.2M Sell
122,700
-17,170
-12% -$2.47M 0.05% 314
2021
Q2 		$18.9M Sell
139,870
-205,202
-59% -$29.8M 0.06% 227
2021
Q1 		$49.1M Buy
345,072
+27,679
+9% +$3.53M 0.16% 147
2020
Q4 		$33.1M Buy
317,393
+23,572
+8% +$2.12M 0.11% 161
2020
Q3 		$22.5M Sell
293,821
-44,134
-13% -$3.5M 0.09% 184
2020
Q2 		$26.5M Buy
+337,955
New +$22.6M 0.11% 162
2016
Q1 		– Sell
-1,632,946
Closed -$69.6M – 461
2015
Q4 		$69.6M Buy
1,632,946
+44,889
+3% +$1.91M 0.28% 116
2015
Q3 		$63.2M Buy
+1,588,057
New +$68.3M 0.13% 250

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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 $5.86B AUM 36.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

William Blair Investment Management's LPLA Position: Q1 2023 in Review

William Blair Investment Management sold out of LPL Financial (LPLA) in Q1 2023, closing a stake of 108,703 shares — an estimated $23.5M sold.

William Blair Investment Management first reported a position in LPLA in Q3 2015 and held it in 13 quarters. The position peaked at $69.6M in Q4 2015. 611 funds tracked by Wall St. Rank hold LPLA as of Q1 2023.

  • William Blair Investment Management reported no remaining LPL Financial position as of Q1 2023 after selling out during the quarter.
  • William Blair Investment Management sold 108,703 LPL Financial shares in Q1 2023, an estimated $23.5M.
  • William Blair Investment Management first reported a position in LPL Financial in Q3 2015 and held it in 13 quarters.
  • William Blair Investment Management's LPL Financial position peaked at $69.6M in Q4 2015.
  • 611 funds tracked by Wall St. Rank held LPL Financial as of Q1 2023.

Based on William Blair Investment Management's 13F filing for Q1 2023, filed 12 May 2023.