LPLA LPL FINL HLDGS INC

Ownership history in Sciencast Management LP  ·  10 quarters on record

This page tracks every 13F SEC filing in which Sciencast Management 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
0.41% (2022 Q1)
Avg. % of fund
0.2%
First filed
2018 Q4
Last filed
2025 Q3
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,055 -8,604 -89.1% 0.07% $351K $332.11
2022 Q1 ADDED 9,659 +4,922 +103.9% 0.41% $1.8M $179.44
2021 Q2 ADDED 4,737 +1,686 +55.3% 0.14% $647K $131.95
2020 Q4 REDUCED 3,051 -2,600 -46.0% 0.07% $336K $101.53
2020 Q1 REDUCED 5,651 -4,449 -44.0% 0.08% $279K $52.53
2019 Q4 REDUCED 10,100 -3,200 -24.1% 0.26% $971K $88.61
2019 Q3 ADDED 13,300 +10,100 +315.6% 0.34% $1.0M $78.44
2019 Q2 REDUCED 3,200 -6,658 -67.5% 0.15% $274K $77.87
2019 Q1 ADDED 9,858 +5,758 +140.4% 0.25% $710K $66.29
2018 Q4 INITIATED 4,100 0.25% $283K $57.94
% of Fund (quarterly)    LPLA price (monthly, adj. close)
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