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 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
637+ 44.8% |
$122K - $163K
|
2.06K
$663K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
632+ 24.47% |
$121K - $162K
|
3.22K
$1.04M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
572New |
$110K - $146K
|
572
$184K
|
|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
566+ 13.18% |
$109K - $145K
|
4.86K
$1.57M
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
563+ 2.49% |
$108K - $144K
|
23.1K
$7.45M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
545New |
$105K - $139K
|
545
$176K
|
|
|
Apr 20, 2023
Q1 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
507New |
$97.3K - $130K
|
507
$163K
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
505+ 5.52% |
$97K - $129K
|
9.66K
$3.11M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
504+ 58.47% |
$96.8K - $129K
|
1.37K
$440K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
500New |
$96K - $128K
|
500
$161K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
500+ 7.22% |
$96K - $128K
|
7.43K
$2.39M
|
|
|
May 11, 2023
Q1 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
467+ 5.56% |
$89.7K - $119K
|
8.87K
$2.86M
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
457+ 13.75% |
$87.7K - $117K
|
3.78K
$1.22M
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
421+ 32.74% |
$80.8K - $108K
|
1.71K
$550K
|
|
|
May 05, 2023
Q1 2023
|
Versor Investments LP
|
BUY
|
- |
420+ 14.02% |
$80.6K - $107K
|
3.42K
$1.1M
|
|
|
May 12, 2023
Q1 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
400+ 1.33% |
$76.8K - $102K
|
30.5K
$9.82M
|
|
|
May 18, 2023
Q1 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
400+ 0.45% |
$76.8K - $102K
|
88.6K
$28.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
398+ 9.27% |
$76.4K - $102K
|
4.69K
$1.51M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
387+ 18.56% |
$74.3K - $98.9K
|
2.47K
$796K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
371+ 1.09% |
$71.2K - $94.8K
|
34.4K
$11.1M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
369+ 13.07% |
$70.8K - $94.3K
|
3.19K
$1.03M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
350+ 492.96% |
$67.2K - $89.4K
|
421
$136K
|
|
|
Apr 24, 2023
Q1 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
350+ 3.19% |
$67.2K - $89.4K
|
11.3K
$3.65M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
342+ 255.22% |
$65.7K - $87.4K
|
476
$153K
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
339+ 2.09% |
$65.1K - $86.6K
|
16.6K
$5.34M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
321+ 30.34% |
$61.6K - $82K
|
1.38K
$444K
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
310+ 3.8% |
$59.5K - $79.2K
|
8.48K
$2.73M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
294+ 0.78% |
$56.4K - $75.1K
|
38.2K
$12.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
292+ 5.49% |
$56.1K - $74.6K
|
5.61K
$1.81M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
271+ 1.82% |
$52K - $69.3K
|
15.2K
$4.89M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
270+ 8.03% |
$51.8K - $69K
|
3.63K
$1.17M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
267+ 5.32% |
$51.3K - $68.2K
|
5.29K
$1.7M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
263+ 0.67% |
$50.5K - $67.2K
|
39.6K
$12.8M
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
246+ 1.47% |
$47.2K - $62.9K
|
16.9K
$5.46M
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
234+ 0.74% |
$44.9K - $59.8K
|
32K
$10.3M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
233+ 280.72% |
$44.7K - $59.5K
|
316
$102K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
219+ 4.55% |
$42K - $56K
|
5.03K
$1.62M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
213+ 5.8% |
$40.9K - $54.4K
|
3.89K
$1.25M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
203New |
$39K - $51.9K
|
203
$65.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
201New |
$38.6K - $51.4K
|
201
$64.7K
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
192+ 3.04% |
$36.9K - $49.1K
|
6.51K
$2.1M
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
183+ 2.51% |
$35.1K - $46.8K
|
7.48K
$2.41M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
182+ 93.81% |
$34.9K - $46.5K
|
376
$121K
|
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
181+ 3.51% |
$34.8K - $46.3K
|
5.34K
$1.72M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
180+ 3.15% |
$34.6K - $46K
|
5.9K
$1.9M
|
|
|
Jun 16, 2023
Q1 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
169+ 14.75% |
$32.4K - $43.2K
|
1.32K
$424K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
154+ 2.96% |
$29.6K - $39.4K
|
5.35K
$1.72M
|
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
134+ 3.79% |
$25.7K - $34.2K
|
3.67K
$1.18M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
132+ 5.87% |
$25.3K - $33.7K
|
2.38K
$767K
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
129+ 0.36% |
$24.8K - $33K
|
36.2K
$11.7M
|