Advantage Alpha Capital Partners LP / LPLA
Advantage Alpha Capital Partners LP’s Lpl Finl Hldgs Inc Position
Does Advantage Alpha Capital Partners LP own Lpl Finl Hldgs Inc (LPLA)? Not currently — the last reported position was 35.6K shares worth $8M in Q3 2023; the fund’s latest 13F (Q4 2025) no longer reports it.
Position Value
$8M
Q3 2023
Shares
35.6K
% of Portfolio
+1.78%
Quarters Held
16
position exited
Position History LPLA
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2023 | 35.6K | $8M | +1.78% |
| Q2 2023 | 35.0K | $8M | +1.52% |
| Q1 2023 | 29.7K | $6M | +1.25% |
| Q4 2022 | 24.4K | $5M | +1.07% |
| Q3 2022 | 31.2K | $7M | +1.25% |
| Q2 2022 | 32.9K | $6M | +1.05% |
| Q1 2022 | 44.4K | $8M | +1.21% |
| Q4 2021 | 42.8K | $7M | +0.98% |
| Q3 2021 | 34.7K | $5M | +0.99% |
| Q2 2021 | 30.4K | $4M | +0.79% |
| Q1 2021 | 33.4K | $5M | +1.00% |
| Q4 2020 | 71.7K | $7M | +1.63% |
| Q3 2020 | 69.2K | $5M | +1.23% |
| Q2 2020 | 71.6K | $6M | +1.31% |
| Q1 2020 | 91.0K | $5M | +1.77% |
| Q4 2019 | 41.1K | $4M | +1.02% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Advantage Alpha Capital Partners LP’s full portfolio or all institutional holders of LPLA.