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 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-11.9K- 7.28% |
$2.28M - $3.04M
|
152K
$49.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-11.9K- 6.5% |
$2.29M - $3.04M
|
171K
$56.4M
|
|
|
May 15, 2023
Q1 2023
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-12.7K- 82.74% |
$2.43M - $3.24M
|
2.65K
$871K
|
|
|
May 15, 2023
Q1 2023
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-13.3K- 64.64% |
$2.55M - $3.4M
|
7.27K
$2.4M
|
|
|
May 08, 2023
Q1 2023
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-15.3K- 3.08% |
$2.94M - $3.92M
|
482K
$159M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-17.5K- 60.38% |
$3.35M - $4.46M
|
11.5K
$3.77M
|
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-19.2K- 72.93% |
$3.69M - $4.91M
|
7.14K
$2.35M
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-19.9K- 30.48% |
$3.82M - $5.09M
|
45.4K
$15M
|
|
|
May 15, 2023
Q1 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-20.8K- 89.43% |
$3.99M - $5.31M
|
2.46K
$809K
|
|
|
May 12, 2023
Q1 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-22.2K- 11.87% |
$4.25M - $5.66M
|
165K
$54.2M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-23.7K- 48.07% |
$4.54M - $6.04M
|
25.5K
$8.42M
|
|
|
May 08, 2023
Q1 2023
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-25K- 30.19% |
$4.79M - $6.38M
|
57.7K
$19M
|
|
|
May 15, 2023
Q1 2023
|
Engle Capital Management, L.P.
Greenwich, CT |
SELL
|
- |
-25K- 31.25% |
$4.8M - $6.39M
|
55K
$18.1M
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-26.7K- 4.15% |
$5.13M - $6.83M
|
617K
$203M
|
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-27.2K- 29.94% |
$5.22M - $6.95M
|
63.6K
$21M
|
|
|
May 15, 2023
Q1 2023
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-27.7K- 36.51% |
$5.31M - $7.07M
|
48.1K
$15.8M
|
|
|
May 12, 2023
Q1 2023
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-28.6K- 22.56% |
$5.49M - $7.31M
|
98.2K
$32.3M
|
|
|
May 15, 2023
Q1 2023
|
Point72 Europe (London) LLP
London, X0 |
SELL
|
- |
-29K- 58.03% |
$5.57M - $7.41M
|
21K
$6.91M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-30K- 8.2% |
$5.76M - $7.67M
|
336K
$111M
|
|
|
May 12, 2023
Q1 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-31.9K- 33.94% |
$6.13M - $8.16M
|
62.2K
$20.5M
|
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-32.1K- 77.94% |
$6.16M - $8.21M
|
9.09K
$2.99M
|
|
|
May 05, 2023
Q1 2023
|
Artemis Investment Management LLP
|
SELL
|
- |
-32.3K- 9.07% |
$6.19M - $8.25M
|
323K
$107M
|
|
|
May 15, 2023
Q1 2023
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-33.6K- 18.3% |
$6.45M - $8.59M
|
150K
$49.4M
|
|
|
May 15, 2023
Q1 2023
|
Phase 2 Partners, LLC
San Francisco, CA |
SELL
|
- |
-33.8K- 45.57% |
$6.48M - $8.63M
|
40.3K
$13.3M
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-35K- 7.95% |
$6.72M - $8.94M
|
405K
$133M
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-38.5K- 8.53% |
$7.4M - $9.85M
|
413K
$136M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-46.2K- 22.3% |
$8.88M - $11.8M
|
161K
$53.1M
|
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-49.3K- 4.58% |
$9.47M - $12.6M
|
1.03M
$339M
|
|
|
May 15, 2023
Q1 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-49.6K- 40.12% |
$9.52M - $12.7M
|
74K
$24.4M
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-53.1K- 32.78% |
$10.2M - $13.6M
|
109K
$35.8M
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-59.6K- 87.91% |
$11.4M - $15.2M
|
8.2K
$2.7M
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-72.5K- 67.06% |
$13.9M - $18.5M
|
35.6K
$11.7M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-73.9K- 98.07% |
$14.2M - $18.9M
|
1.45K
$479K
|
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-74.2K- 45.65% |
$14.2M - $19M
|
88.4K
$29.1M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-82.2K- 31.42% |
$15.8M - $21M
|
179K
$59.1M
|
|
|
May 15, 2023
Q1 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-92.2K- 3.61% |
$17.7M - $23.6M
|
2.46M
$812M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-93K- 18.82% |
$17.9M - $23.8M
|
401K
$132M
|
|
|
May 12, 2023
Q1 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-98.4K- 12.21% |
$18.9M - $25.2M
|
708K
$233M
|
|
|
May 03, 2023
Q1 2023
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-121K- 64.31% |
$23.3M - $31M
|
67.2K
$22.1M
|
|
|
May 15, 2023
Q1 2023
|
Junto Capital Management LP
New York, NY |
SELL
|
- |
-126K- 36.31% |
$24.1M - $32.1M
|
220K
$72.5M
|
|
|
May 15, 2023
Q1 2023
|
Stephen Mandel
Lone Pine Capital LLC | Greenwich, Ct
|
SELL
|
- |
-148K- 7.36% |
$28.4M - $37.7M
|
1.86M
$613M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-152K- 16.51% |
$29.2M - $38.9M
|
770K
$254M
|
|
|
May 11, 2023
Q1 2023
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-153K- 28.13% |
$29.3M - $39M
|
390K
$128M
|
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-157K- 4.53% |
$30.1M - $40.1M
|
3.31M
$1.09B
|
|
|
Apr 18, 2023
Q1 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-164K- 60.68% |
$31.4M - $41.8M
|
106K
$34.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-175K- 37.55% |
$33.5M - $44.6M
|
290K
$95.6M
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-176K- 11.54% |
$33.8M - $44.9M
|
1.35M
$444M
|
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-191K- 70.27% |
$36.7M - $48.8M
|
80.9K
$26.6M
|
|
|
May 15, 2023
Q1 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-205K- 73.32% |
$39.4M - $52.4M
|
74.6K
$24.6M
|
|
|
May 09, 2023
Q1 2023
|
John Armitage
Egerton Capital (Uk) LLP
|
SELL
|
- |
-209K- 16.98% |
$40M - $53.3M
|
1.02M
$336M
|