Purchases and Sales Made in Q1 2023 in Lpl Financial Holdings Inc. (LPLA)

LPLA Quotes by TradingView

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 04, 2023 Q1 2023
Commerce Bank

Kansas City, MO
BUY
 -
2.44K
+ 1.23%
$469K - $624K
201K $64.6M
May 03, 2023 Q1 2023
Quantinno Capital Management LP

New York, NY
BUY
 -
2.4K
+ 65.43%
$461K - $614K
6.07K $1.96M
May 12, 2023 Q1 2023
Crossmark Global Holdings, Inc.

BUY
 -
2.35K
+ 50.0%
$452K - $602K
7.06K $2.27M
May 15, 2023 Q1 2023
Harvest Investment Services, LLC

BUY
 -
2.33K
+ 88.63%
$448K - $596K
4.96K $1.6M
May 04, 2023 Q1 2023
Efg Asset Management (Americas) Corp.

BUY
 -
2.33K
+ 23.34%
$447K - $595K
12.3K $3.96M
May 09, 2023 Q1 2023
Y Intercept (Hong Kong) LTD

BUY
 -
1.98K
New
$379K - $505K
1.98K $636K
May 12, 2023 Q1 2023
Inceptionr LLC

Lafayette, CA
BUY
 -
1.93K
New
$371K - $494K
1.93K $622K
Apr 26, 2023 Q1 2023
Act Advisors, Llc.

BUY
 -
1.9K
+ 189.71%
$365K - $485K
2.9K $934K
May 10, 2023 Q1 2023
Banco Santander, S.A.

BUY
 -
1.81K
New
$348K - $463K
1.81K $583K
May 15, 2023 Q1 2023
Kula Investments, LLC

Chicago, IL
BUY
 -
1.75K
+ 106.39%
$336K - $447K
3.39K $1.09M
May 15, 2023 Q1 2023
Alberta Investment Management Corp

Edmonton, A0
BUY
 -
1.7K
New
$326K - $434K
1.7K $548K
May 10, 2023 Q1 2023
Alps Advisors Inc

Denver, CO
BUY
 -
1.65K
New
$318K - $423K
1.65K $533K
May 15, 2023 Q1 2023
Lombard Odier Asset Management (Switzerland) Sa

Petit Lancy, V8
BUY
 -
1.61K
New
$308K - $410K
1.61K $517K
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.59K
+ 122.05%
$306K - $407K
2.9K $934K
Apr 12, 2023 Q1 2023
Vontobel Holding Ltd.

BUY
 -
1.53K
+ 100.0%
$295K - $392K
3.07K $988K
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
1.53K
+ 415.8%
$293K - $390K
1.89K $610K
May 08, 2023 Q1 2023
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.

BUY
 -
1.51K
+ 5.74%
$289K - $385K
27.8K $8.94M
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
1.47K
+ 0.86%
$281K - $374K
172K $55.3M
May 15, 2023 Q1 2023
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
1.46K
+ 21.82%
$280K - $373K
8.15K $2.62M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1.45K
+ 66.68%
$278K - $370K
3.62K $1.16M
May 15, 2023 Q1 2023
Prelude Capital Management, LLC

New York, NY
BUY
 -
1.44K
New
$276K - $367K
1.44K $462K
May 11, 2023 Q1 2023
Mount Yale Investment Advisors, LLC

BUY
 -
1.43K
New
$274K - $365K
1.43K $460K
Apr 28, 2023 Q1 2023
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
1.39K
+ 24.83%
$266K - $354K
6.97K $2.25M
May 15, 2023 Q1 2023
Nebula Research & Development LLC

New York, NY
BUY
 -
1.37K
New
$263K - $350K
1.37K $441K
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
1.36K
New
$262K - $349K
1.36K $439K
May 11, 2023 Q1 2023
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
1.35K
New
$258K - $344K
1.35K $433K
Apr 26, 2023 Q1 2023
Mn Services Vermogensbeheer B.V.

BUY
 -
1.2K
+ 3.14%
$230K - $307K
39.4K $12.7M
May 12, 2023 Q1 2023
Public Sector Pension Investment Board

Montreal, A8
BUY
 -
1.18K
+ 13.7%
$226K - $300K
9.75K $3.14M
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
1.16K
+ 13.76%
$222K - $296K
9.57K $3.08M
May 15, 2023 Q1 2023
Investment Management Corp Of Ontario

Toronto, Z4
BUY
 -
1.13K
+ 18.47%
$217K - $289K
7.25K $2.34M
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
1.09K
New
$210K - $279K
1.09K $352K
May 12, 2023 Q1 2023
Veritable, L.P.

Newtown Square, PA
BUY
 -
1.09K
New
$209K - $279K
1.09K $351K
May 15, 2023 Q1 2023
Point72 Middle East Fze

Stamford, CT
BUY
 -
1.06K
New
$204K - $272K
1.06K $343K
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
1.06K
New
$204K - $271K
1.06K $341K
May 15, 2023 Q1 2023
Edgestream Partners, L.P.

Princeton, NJ
BUY
 -
1.03K
+ 108.39%
$199K - $264K
1.99K $640K
May 15, 2023 Q1 2023
Xml Financial, LLC

BUY
 -
1.03K
+ 87.19%
$197K - $263K
2.21K $711K
Apr 28, 2023 Q1 2023
Sg Americas Securities, LLC

BUY
 -
1.02K
New
$196K - $260K
1.02K $328K
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
1.01K
New
$194K - $259K
1.01K $326K
Apr 25, 2023 Q1 2023
James Investment Research Inc

BUY
 -
1.01K
+ 4.89%
$194K - $259K
21.7K $6.99M
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
925
+ 31.95%
$178K - $236K
3.82K $1.23M
Feb 14, 2024 Q1 2023
Kbc Group Nv

BUY
 -
908
+ 1.93%
$174K - $232K
47.8K $15.4M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
877
+ 3.94%
$168K - $224K
23.1K $7.45M
Apr 27, 2023 Q1 2023
Sawtooth Solutions, LLC

BUY
 -
772
+ 20.34%
$148K - $197K
4.57K $1.47M
May 15, 2023 Q1 2023
Systematic Alpha Investments, LLC

Princeton, NJ
BUY
 -
760
New
$146K - $194K
760 $245K
May 10, 2023 Q1 2023
Tredje Ap Fonden

BUY
 -
753
+ 4.67%
$145K - $192K
16.9K $5.44M
May 10, 2023 Q1 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
740
+ 8.78%
$142K - $189K
9.17K $2.95M
May 11, 2023 Q1 2023
Schroder Investment Management Group

London, X0
BUY
 -
700
+ 31.73%
$134K - $179K
2.91K $936K
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
681
+ 2.04%
$131K - $174K
34.1K $11M
Mar 29, 2024 Q1 2023
Kapitalo Investimentos Ltda

Sao Paulo, D5
BUY
 -
671
New
$129K - $171K
671 $216K

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