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 12, 2023
Q1 2023
|
Candriam S.C.A.
|
BUY
|
- |
5.65K+ 8.82% |
$1.08M - $1.44M
|
69.7K
$23M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.61KNew |
$1.08M - $1.43M
|
5.61K
$1.85M
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
5.61KNew |
$1.08M - $1.43M
|
5.61K
$1.85M
|
|
|
May 09, 2023
Q1 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
5.41KNew |
$1.04M - $1.38M
|
5.41K
$1.78M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
5.38KNew |
$1.03M - $1.37M
|
5.38K
$1.77M
|
|
|
May 12, 2023
Q1 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
5.33K+ 3.1% |
$1.02M - $1.36M
|
177K
$58.3M
|
|
|
May 12, 2023
Q1 2023
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
5.32K+ 21.8% |
$1.02M - $1.36M
|
29.7K
$9.79M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.29K+ 18.31% |
$1.02M - $1.35M
|
34.2K
$11.3M
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
5.29KNew |
$1.02M - $1.35M
|
5.29K
$1.74M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
5.24K+ 72.05% |
$1.01M - $1.34M
|
12.5K
$4.12M
|
|
|
May 11, 2023
Q1 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
5.02KNew |
$964K - $1.28M
|
5.02K
$1.65M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
4.83KNew |
$927K - $1.23M
|
4.83K
$1.59M
|
|
|
May 09, 2024
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
4.82KNew |
$926K - $1.23M
|
4.82K
$1.59M
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
4.73K+ 11.48% |
$909K - $1.21M
|
45.9K
$15.1M
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
4.7K+ 2.47% |
$902K - $1.2M
|
195K
$64.2M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
4.51KNew |
$865K - $1.15M
|
4.51K
$1.48M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
4.39K+ 115.32% |
$843K - $1.12M
|
8.2K
$2.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
4.31K+ 43.37% |
$827K - $1.1M
|
14.2K
$4.69M
|
|
|
Apr 27, 2023
Q1 2023
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
4.21K+ 22.81% |
$808K - $1.08M
|
22.7K
$7.46M
|
|
|
May 15, 2023
Q1 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
4KNew |
$769K - $1.02M
|
4K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.99K+ 0.58% |
$767K - $1.02M
|
698K
$230M
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.97K+ 14.7% |
$761K - $1.01M
|
30.9K
$10.2M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.94K+ 255.58% |
$757K - $1.01M
|
5.48K
$1.81M
|
|
|
May 15, 2023
Q1 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.83K+ 4.7% |
$735K - $978K
|
85.2K
$28.1M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.8KNew |
$730K - $972K
|
3.8K
$1.25M
|
|
|
Apr 28, 2023
Q1 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
3.64K+ 45.61% |
$698K - $929K
|
11.6K
$3.82M
|
|
|
May 12, 2023
Q1 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
3.5KNew |
$672K - $895K
|
3.5K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
3.43K+ 7.52% |
$659K - $877K
|
49.1K
$16.2M
|
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
3.43K+ 7.52% |
$659K - $877K
|
49.1K
$16.2M
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
3.39K+ 8.54% |
$651K - $866K
|
43.1K
$14.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.37K+ 10.05% |
$647K - $861K
|
36.9K
$12.2M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.34K+ 185.35% |
$641K - $854K
|
5.14K
$1.69M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.31K+ 11.22% |
$636K - $847K
|
32.9K
$10.8M
|
|
|
May 18, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.27K+ 0.26% |
$628K - $836K
|
1.25M
$410M
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
3.23K+ 1.15% |
$621K - $826K
|
284K
$93.5M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.2K+ 78.1% |
$615K - $818K
|
7.3K
$2.41M
|
|
|
May 15, 2023
Q1 2023
|
Blue Mar Capital Management, LLC
Miami, FL |
BUY
|
- |
3.14KNew |
$603K - $802K
|
3.14K
$1.03M
|
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
3.12K+ 1713.74% |
$599K - $797K
|
3.3K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.05KNew |
$586K - $781K
|
3.05K
$1.01M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
3KNew |
$576K - $767K
|
3K
$988K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.99KNew |
$574K - $764K
|
2.99K
$984K
|
|
|
Apr 13, 2023
Q1 2023
|
Foresight Global Investors, Inc.
Purchase, NY |
BUY
|
- |
2.96KNew |
$568K - $756K
|
2.96K
$975K
|
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.91K+ 22.31% |
$559K - $744K
|
16K
$5.25M
|
|
|
May 15, 2023
Q1 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
2.72KNew |
$523K - $696K
|
2.72K
$897K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.67KNew |
$512K - $682K
|
2.67K
$879K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.65K+ 34.2% |
$508K - $677K
|
10.4K
$3.42M
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
2.52KNew |
$484K - $645K
|
2.52K
$831K
|
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
2.49KNew |
$477K - $635K
|
2.49K
$819K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.46K+ 15.23% |
$473K - $629K
|
18.6K
$6.14M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.44K+ 1.23% |
$469K - $624K
|
201K
$66.1M
|