Wolverine Trading
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Wolverine Trading’s LPL Financial LPLA Stock Holding History

Wolverine Trading’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
Q3 		$3.37M Buy
9,900
+1,600
+19% +$580K ﹤0.01% 1723
2025
Q2 		$3.03M Buy
8,300
+3,500
+73% +$1.23M ﹤0.01% 1388
2025
Q1 		$1.62M Buy
4,800
+2,300
+92% +$801K ﹤0.01% 1800
2024
Q4 		$817K Sell
2,500
-7,400
-75% -$2.19M ﹤0.01% 2868
2024
Q3 		$2.29M Buy
9,900
+5,200
+111% +$1.17M ﹤0.01% 1599
2024
Q2 		$1.31M Buy
+4,700
New +$1.28M ﹤0.01% 1938
2024
Q1 		– Sell
-3,900
Closed -$888K – 4928
2023
Q4 		$888K Sell
3,900
-47,600
-92% -$10.7M ﹤0.01% 2408
2023
Q3 		$12.2M Buy
51,500
+48,500
+1,617% +$11.3M 0.01% 554
2023
Q2 		$654K Sell
3,000
-5,800
-66% -$1.16M ﹤0.01% 2362
2023
Q1 		$1.75M Buy
8,800
+3,200
+57% +$732K ﹤0.01% 1458
2022
Q4 		$1.21M Buy
+5,600
New +$1.31M ﹤0.01% 1712
2022
Q3 		– Sell
-12,200
Closed -$2.27M – 5012
2022
Q2 		$2.27M Sell
12,200
-1,900
-13% -$361K ﹤0.01% 1280
2022
Q1 		$2.62M Buy
+14,100
New +$2.46M ﹤0.01% 1524
2021
Q3 		– Sell
-9,600
Closed -$1.3M – 6654
2021
Q2 		$1.3M Buy
+9,600
New +$1.4M ﹤0.01% 2484
2020
Q3 		– Sell
-8,500
Closed -$650K – 4878
2020
Q2 		$650K Sell
8,500
-11,300
-57% -$755K ﹤0.01% 2449
2020
Q1 		$1.09M Buy
+19,800
New +$1.6M ﹤0.01% 1848
2019
Q2 		– Sell
-37,800
Closed -$2.63M – 4831
2019
Q1 		$2.63M Buy
+37,800
New +$2.72M 0.01% 1316
2018
Q4 		– Sell
-13,100
Closed -$845K – 4972
2018
Q3 		$845K Buy
13,100
+6,800
+108% +$451K ﹤0.01% 2541
2018
Q2 		$385K Hold
6,300
– – ﹤0.01% 3421
2018
Q1 		$385K Buy
6,300
+1,200
+24% +$74.4K ﹤0.01% 3421
2017
Q4 		$291K Sell
5,100
-900
-15% -$47.4K ﹤0.01% 3673
2017
Q3 		$309K Buy
+6,000
New +$276K ﹤0.01% 3215
2017
Q2 		– Sell
-24,200
Closed -$967K – 4669
2017
Q1 		$967K Buy
24,200
+9,700
+67% +$381K 0.01% 1749
2016
Q4 		$511K Buy
+14,500
New +$507K ﹤0.01% 2597

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wolverine Trading's LPLA Position: Q3 2025 in Review

Wolverine Trading increased its LPL Financial (LPLA) stake by 106% in Q3 2025, buying an estimated $1.18M and bringing the position to 6,333 shares worth $2.16M. The position accounts for ﹤0.01% of the portfolio, ranked #2112.

Wolverine Trading first reported a position in LPLA in Q3 2016 and has held it in 14 quarters since. The position peaked at $3.23M in Q1 2025. 757 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

  • Wolverine Trading held 6,333 shares of LPL Financial worth $2.16M as of Q3 2025.
  • Wolverine Trading bought 3,257 LPL Financial shares in Q3 2025, an estimated $1.18M.
  • LPL Financial made up ﹤0.01% of Wolverine Trading's portfolio in Q3 2025, its #2112 holding.
  • Wolverine Trading first reported a position in LPL Financial in Q3 2016 and has held it in 14 quarters since.
  • Wolverine Trading's LPL Financial position peaked at $3.23M in Q1 2025.
  • 757 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on Wolverine Trading's 13F filing for Q3 2025, filed 14 Nov 2025.