LPLA LPL FINL HLDGS INC

Ownership history in Engineers Gate Manager LP  ·  37 quarters on record

This page tracks every 13F SEC filing in which Engineers Gate Manager LP reported a position in LPL FINL HLDGS INC (LPLA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.53% (2018 Q4)
Avg. % of fund
0.14%
First filed
2014 Q4
Last filed
2025 Q3
Quarters held
37
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,398 -38,534 -94.1% 0.01% $798K $332.11
2025 Q2 ADDED 40,932 +37,763 +1191.6% 0.19% $15.3M $374.00
2025 Q1 REDUCED 3,169 -5,384 -62.9% 0.02% $1.0M $326.04
2024 Q4 REDUCED 8,553 -11,741 -57.9% 0.05% $2.8M $325.10
2024 Q3 ADDED 20,294 +15,821 +353.7% 0.09% $4.7M $231.40
2024 Q2 REDUCED 4,473 -10,014 -69.1% 0.03% $1.2M $277.41
2024 Q1 ADDED 14,487 +2,900 +25.0% 0.10% $3.8M $262.11
2023 Q4 ADDED 11,587 +8,370 +260.2% 0.08% $2.6M $225.57
2023 Q3 REDUCED 3,217 -3,960 -55.2% 0.03% $765K $235.19
2023 Q2 REDUCED 7,177 -30,522 -81.0% 0.06% $1.6M $214.89
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% of Fund (quarterly)    LPLA price (monthly, adj. close)
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