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 		$5.72M Buy
16,800
+3,200
+24% +$1.16M ﹤0.01% 1291
2025
Q2 		$4.96M Sell
13,600
-10,500
-44% -$3.68M 0.01% 1062
2025
Q1 		$8.12M Buy
24,100
+17,700
+277% +$6.16M 0.01% 738
2024
Q4 		$2.09M Sell
6,400
-6,500
-50% -$1.92M ﹤0.01% 1921
2024
Q3 		$2.98M Buy
12,900
+10,800
+514% +$2.43M ﹤0.01% 1406
2024
Q2 		$587K Buy
+2,100
New +$570K ﹤0.01% 2693
2024
Q1 		– Sell
-11,700
Closed -$2.66M – 4929
2023
Q4 		$2.66M Buy
11,700
+5,700
+95% +$1.28M ﹤0.01% 1507
2023
Q3 		$1.43M Buy
6,000
+2,600
+76% +$604K ﹤0.01% 1829
2023
Q2 		$741K Sell
3,400
-3,200
-48% -$641K ﹤0.01% 2270
2023
Q1 		$1.31M Sell
6,600
-900
-12% -$206K ﹤0.01% 1685
2022
Q4 		$1.62M Buy
+7,500
New +$1.75M ﹤0.01% 1526
2022
Q3 		– Sell
-36,100
Closed -$6.73M – 5014
2022
Q2 		$6.73M Buy
36,100
+34,400
+2,024% +$6.53M 0.01% 683
2022
Q1 		$316K Buy
+1,700
New +$296K ﹤0.01% 3815
2020
Q3 		– Sell
-22,000
Closed -$1.68M – 4879
2020
Q2 		$1.68M Buy
22,000
+9,900
+82% +$662K ﹤0.01% 1555
2020
Q1 		$667K Buy
+12,100
New +$975K ﹤0.01% 2340
2019
Q2 		– Sell
-32,800
Closed -$2.29M – 4833
2019
Q1 		$2.29M Buy
+32,800
New +$2.36M 0.01% 1424
2018
Q4 		– Sell
-7,700
Closed -$497K – 4973
2018
Q3 		$497K Sell
7,700
-12,200
-61% -$809K ﹤0.01% 3118
2018
Q2 		$1.22M Hold
19,900
– – ﹤0.01% 2053
2018
Q1 		$1.22M Buy
19,900
+7,800
+64% +$483K ﹤0.01% 2053
2017
Q4 		$691K Buy
+12,100
New +$637K ﹤0.01% 2622
2017
Q2 		– Sell
-18,200
Closed -$727K – 4670
2017
Q1 		$727K Sell
18,200
-3,100
-15% -$122K ﹤0.01% 1993
2016
Q4 		$750K Buy
21,300
+300
+1% +$10.5K ﹤0.01% 2190
2016
Q3 		$602K Buy
+21,000
New +$568K ﹤0.01% 2383

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.