SEC 13F Intelligence

Cramer Rosenthal Mcglynn LLC / LPLA

Cramer Rosenthal Mcglynn LLC’s Lpl Finl Hldgs Inc Position

Does Cramer Rosenthal Mcglynn LLC own Lpl Finl Hldgs Inc (LPLA)? Not currently — the last reported position was 60.7K shares worth $14M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$14M
Q4 2023
Shares
60.7K
% of Portfolio
+0.75%
Quarters Held
10
position exited

Position History LPLA

Reported value by quarter
Q3 ’21: $26MQ3 ’21Q4 ’21: $36MQ1 ’22: $39MQ1 ’22Q2 ’22: $40MQ3 ’22: $43MQ3 ’22Q4 ’22: $27MQ1 ’23: $20MQ1 ’23Q2 ’23: $19MQ3 ’23: $20MQ3 ’23Q4 ’23: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202360.7K$14M+0.75%
Q3 202385.0K$20M+1.13%
Q2 202389.4K$19M+0.97%
Q1 202398.2K$20M+0.90%
Q4 2022126.8K$27M+1.21%
Q3 2022195.2K$43M+2.05%
Q2 2022214.5K$40M+1.82%
Q1 2022216.2K$39M+1.54%
Q4 2021225.7K$36M+1.16%
Q3 2021168.8K$26M+0.90%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cramer Rosenthal Mcglynn LLC’s full portfolio or all institutional holders of LPLA.