Purchases and Sales Made in Q1 2023 in Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA) during Q1 2023. The information is specifically focused on institutions that hold shares of LPL Financial Holdings Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
1.02MNew |
$196M - $260M
|
1.02M
$336M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
754K+ 102.76% |
$145M - $193M
|
1.49M
$490M
|
|
|
May 15, 2023
Q1 2023
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
380K+ 27.32% |
$73M - $97.2M
|
1.77M
$584M
|
|
|
May 15, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
370K+ 4.88% |
$71M - $94.5M
|
7.94M
$2.61B
|
|
|
May 15, 2023
Q1 2023
|
Eminence Capital, LP
New York, NY |
BUY
|
- |
281K+ 64.11% |
$53.9M - $71.7M
|
718K
$237M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
260K+ 1114.38% |
$50M - $66.5M
|
284K
$93.5M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
252K+ 99.76% |
$48.5M - $64.5M
|
506K
$167M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
250K+ 3.98% |
$48.1M - $64M
|
6.54M
$2.16B
|
|
|
May 15, 2023
Q1 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
228K+ 654.42% |
$43.8M - $58.3M
|
263K
$86.6M
|
|
|
May 15, 2023
Q1 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
228K+ 27.55% |
$43.7M - $58.1M
|
1.05M
$347M
|
|
|
May 15, 2023
Q1 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
131K+ 9.9% |
$25.2M - $33.5M
|
1.46M
$480M
|
|
|
May 15, 2023
Q1 2023
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
108K+ 30.57% |
$20.8M - $27.7M
|
463K
$153M
|
|
|
May 15, 2023
Q1 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
108K+ 153.92% |
$20.7M - $27.6M
|
178K
$58.6M
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
91.8K+ 21.35% |
$17.6M - $23.5M
|
522K
$172M
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
90.2K+ 20.73% |
$17.3M - $23.1M
|
526K
$173M
|
|
|
May 15, 2023
Q1 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
86.4K+ 169.03% |
$16.6M - $22.1M
|
137K
$45.3M
|
|
|
May 12, 2023
Q1 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
85.8K+ 115.53% |
$16.5M - $21.9M
|
160K
$52.7M
|
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
74.7K+ 22.33% |
$14.3M - $19.1M
|
409K
$135M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
69.1K+ 4.21% |
$13.3M - $17.7M
|
1.71M
$563M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
66.9K+ 128.4% |
$12.9M - $17.1M
|
119K
$39.2M
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
62.8K+ 8.93% |
$12.1M - $16M
|
765K
$252M
|
|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
62.8K+ 8.93% |
$12.1M - $16M
|
765K
$252M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
62.4KNew |
$12M - $16M
|
62.4K
$20.6M
|
|
|
May 15, 2023
Q1 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
59.7KNew |
$11.5M - $15.2M
|
59.7K
$19.7M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
56.9K+ 415.33% |
$10.9M - $14.5M
|
70.6K
$23.3M
|
|
|
May 15, 2023
Q1 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
56.1K+ 208.14% |
$10.8M - $14.3M
|
83K
$27.3M
|
|
|
May 15, 2023
Q1 2023
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
- |
55KNew |
$10.6M - $14.1M
|
55K
$18.1M
|
|
|
Jun 26, 2023
Q1 2023
|
Darlington Partners Capital Management, LP
Greenbrae, CA |
BUY
|
- |
54.3K+ 9.06% |
$10.4M - $13.9M
|
653K
$215M
|
|
|
Apr 21, 2023
Q1 2023
|
Australian Super Pty LTD
|
BUY
|
- |
52.1KNew |
$10M - $13.3M
|
52.1K
$17.2M
|
|
|
May 16, 2023
Q1 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
50KNew |
$9.6M - $12.8M
|
50K
$16.5M
|
|
|
May 05, 2023
Q1 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
49.5K+ 170.14% |
$9.51M - $12.7M
|
78.6K
$25.9M
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
46.9K+ 223.07% |
$9.01M - $12M
|
68K
$22.4M
|
|
|
May 15, 2023
Q1 2023
|
Bamco Inc
New York, NY |
BUY
|
- |
46.2K+ 91.67% |
$8.87M - $11.8M
|
96.6K
$31.8M
|
|
|
May 15, 2023
Q1 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
44.6K+ 564.07% |
$8.55M - $11.4M
|
52.5K
$17.3M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
43.4K+ 9.37% |
$8.34M - $11.1M
|
507K
$167M
|
|
|
May 15, 2023
Q1 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
41.3K+ 210.03% |
$7.93M - $10.6M
|
60.9K
$20.1M
|
|
|
May 15, 2023
Q1 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
39.7K+ 8.79% |
$7.63M - $10.2M
|
491K
$162M
|
|
|
May 11, 2023
Q1 2023
|
Heron Bay Capital Management
|
BUY
|
- |
39.6K+ 126.07% |
$7.61M - $10.1M
|
71.1K
$23.4M
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
BUY
|
- |
39.1K+ 14.47% |
$7.5M - $9.98M
|
309K
$102M
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
36K+ 1590.99% |
$6.92M - $9.21M
|
38.3K
$12.6M
|
|
|
May 15, 2023
Q1 2023
|
Gcm Grosvenor Holdings, LLC
Chicago, IL |
BUY
|
- |
34.3K+ 48.31% |
$6.59M - $8.77M
|
105K
$34.7M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
33.6K+ 2.78% |
$6.45M - $8.59M
|
1.24M
$409M
|
|
|
May 12, 2023
Q1 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
33.3K+ 34.39% |
$6.38M - $8.5M
|
130K
$42.8M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
32.4K+ 88.83% |
$6.22M - $8.28M
|
68.9K
$22.7M
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
BUY
|
- |
31.9K+ 20.89% |
$6.13M - $8.17M
|
185K
$60.9M
|
|
|
May 12, 2023
Q1 2023
|
Aviva PLC
|
BUY
|
- |
31.7K+ 71.12% |
$6.08M - $8.09M
|
76.2K
$25.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
30KNew |
$5.77M - $7.68M
|
30K
$9.89M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
28.4K+ 72.78% |
$5.46M - $7.27M
|
67.5K
$22.2M
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
28KNew |
$5.37M - $7.15M
|
28K
$9.21M
|
|
|
May 15, 2023
Q1 2023
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
26.3KNew |
$5.05M - $6.72M
|
26.3K
$8.66M
|