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Wintrust Investments’s LPL Financial LPLA Stock Holding History

Wintrust Investments’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
Q4 		– Sell
-162
Closed -$37K – 482
2024
Q3 		$37K Buy
+162
New +$36.5K 0.03% 357

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Wintrust Investments's LPLA Position: Q4 2024 in Review

Wintrust Investments sold out of LPL Financial (LPLA) in Q4 2024, closing a stake of 162 shares — an estimated $37K sold.

Wintrust Investments first reported a position in LPLA in Q3 2024 and held it in 1 quarter. The position peaked at $37K in Q3 2024. 726 funds tracked by Wall St. Rank hold LPLA as of Q4 2024.

  • Wintrust Investments reported no remaining LPL Financial position as of Q4 2024 after selling out during the quarter.
  • Wintrust Investments sold 162 LPL Financial shares in Q4 2024, an estimated $37K.
  • Wintrust Investments first reported a position in LPL Financial in Q3 2024 and held it in 1 quarter.
  • Wintrust Investments's LPL Financial position peaked at $37K in Q3 2024.
  • 726 funds tracked by Wall St. Rank held LPL Financial as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.