Follow-The-Filings

Portfolio changes · featured 13Fs

Activity

Moves in LPLA across featured managers — New / Exit / Add / Reduce.

ticker LPLA holders clear

7 managers with a move of 137 featured filed through 5 Aug managers newest 13Fs

2 shown · all sizes · open ticker or manager

ticker action manager Δ weight detail period
5 Aug 1
LPLA Exit First Eagle Investment Management 0.00% was <0.01% Q1→Q2
29 Jul 1
LPLA Exit William Von Mueffling - Cantillon Capital Management −0.65% was 0.65% Q1→Q2

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home