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Livermore
Livermore
ZHEN

Catalyst Capital Advisors LLC

SEC CIK
0001549275
Latest filing
Jul 24, 2026

LPLA holding history

LPL Financial Holdings Inc. in every 13F filed by Catalyst Capital Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LPLA overviewAll 13F holders of LPLAFull Q2 2026 holdings

Shares (Q2 2026)
595
Value
$167.6K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of LPLA by Catalyst Capital Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026595$167.6K<0.1%00.0%UnchangedHolders
Q1 2026595$179.0K<0.1%−1,890−76.1%ReducedHolders
Q4 20252,485$887.6K<0.1%−5,475−68.8%ReducedHolders
Q3 20257,960$2.65M0.1%+950+13.6%AddedHolders
Q2 20257,010$2.63M0.1%+5,300+309.9%AddedHolders
Q1 20251,710$559.4K<0.1%00.0%UnchangedHolders
Q4 20241,710$558.3K<0.1%−842−33.0%ReducedHolders
Q3 20242,552$593.7K<0.1%−618−19.5%ReducedHolders
Q2 20243,170$885.4K<0.1%−250−7.3%ReducedHolders
Q1 20243,420$903.6K<0.1%+415+13.8%AddedHolders
Q4 20233,005$684.0K<0.1%+3,005NewHolders
Q2 20230$00.0%−11,950−100.0%Sold outHolders
Q1 202311,950$2.42M0.1%−10,300−46.3%ReducedHolders
Q4 202222,250$4.81M0.2%−750−3.3%ReducedHolders
Q3 202223,000$5.03M0.2%−550−2.3%ReducedHolders
Q2 202223,550$4.34M0.2%−1,550−6.2%ReducedHolders
Q1 202225,100$4.58M0.2%−1,850−6.9%ReducedHolders
Q4 202126,950$4.31M0.2%−1,550−5.4%ReducedHolders
Q3 202128,500$4.47M0.2%−1,500−5.0%ReducedHolders
Q2 202130,000$4.05M0.2%00.0%UnchangedHolders
Q1 202130,000$4.26M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.