Portfolio changes · featured 13Fs
Activity
Moves in LPLA across featured managers — New / Exit / Add / Reduce.
LPLA · exit
2 shown · signal ≥1% on Add/Reduce · 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