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
|
John Armitage
Egerton Capital (Uk) LLP
|
SELL
|
- |
-209K- 16.98% |
$40M - $53.3M
|
1.02M
$328M
|
|
|
May 15, 2023
Q1 2023
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-263K- 99.58% |
$50.5M - $67.3M
|
1.11K
$357K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-312K- 46.43% |
$59.9M - $79.7M
|
360K
$116M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-328K- 24.34% |
$63M - $83.8M
|
1.02M
$328M
|
|
|
May 10, 2023
Q1 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-373K- 98.86% |
$71.6M - $95.4M
|
4.29K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Southpoint Capital Advisors LP
New York, NY |
SELL
|
- |
-400K- 66.67% |
$76.8M - $102M
|
200K
$64.4M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-640K- 65.43% |
$123M - $164M
|
338K
$109M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-640K- 65.43% |
$123M - $164M
|
338K
$109M
|
|
|
May 15, 2023
Q1 2023
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-759K- 42.92% |
$146M - $194M
|
1.01M
$325M
|