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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
126New |
$24.2K - $32.2K
|
126
$41.5K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
109+ 2.7% |
$20.9K - $27.9K
|
4.15K
$1.37M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
109+ 19.82% |
$20.9K - $27.9K
|
659
$217K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
106+ 16.51% |
$20.4K - $27.1K
|
748
$246K
|
|
|
May 11, 2023
Q1 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
105+ 2.76% |
$20.2K - $26.8K
|
3.91K
$1.29M
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
101+ 10.13% |
$19.4K - $25.8K
|
1.1K
$362K
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
100+ 3.72% |
$19.2K - $25.6K
|
2.79K
$919K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
99+ 5.66% |
$19K - $25.3K
|
1.85K
$609K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
95+ 5.58% |
$18.2K - $24.3K
|
1.8K
$592K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
91+ 2.65% |
$17.5K - $23.3K
|
3.53K
$1.16M
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
86+ 0.28% |
$16.5K - $22K
|
30.9K
$10.2M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
85+ 29.51% |
$16.3K - $21.7K
|
373
$123K
|
|
|
Apr 21, 2023
Q1 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
79+ 1.14% |
$15.2K - $20.2K
|
6.99K
$2.3M
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
75+ 3.51% |
$14.4K - $19.2K
|
2.21K
$728K
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
75New |
$14.4K - $19.2K
|
75
$24.7K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
74New |
$14.2K - $18.9K
|
74
$24.4K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
73New |
$14K - $18.7K
|
73
$24K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
71+ 12.96% |
$13.6K - $18.1K
|
619
$204K
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
67+ 0.46% |
$12.9K - $17.1K
|
14.6K
$4.82M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
65+ 4.6% |
$12.5K - $16.6K
|
1.48K
$487K
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
64+ 0.91% |
$12.3K - $16.4K
|
7.1K
$2.34M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
63+ 3.57% |
$12.1K - $16.1K
|
1.83K
$602K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
63+ 393.75% |
$12.1K - $16.1K
|
79
$26K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
60+ 39.22% |
$11.5K - $15.3K
|
213
$70.2K
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
54+ 0.38% |
$10.4K - $13.8K
|
14.1K
$4.65M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
50New |
$9.6K - $12.8K
|
50
$16.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
46+ 11.3% |
$8.83K - $11.8K
|
453
$149K
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
43+ 1.12% |
$8.26K - $11K
|
3.9K
$1.28M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
38+ 86.36% |
$7.3K - $9.71K
|
82
$27K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
36New |
$6.91K - $9.2K
|
36
$11.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
36+ 3600.0% |
$6.91K - $9.2K
|
37
$12.2K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35+ 2.02% |
$6.72K - $8.94K
|
1.77K
$583K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
34+ 29.57% |
$6.53K - $8.69K
|
149
$49.1K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
32+ 10.39% |
$6.14K - $8.18K
|
340
$112K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
32+ 6.25% |
$6.14K - $8.18K
|
544
$179K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
31+ 0.27% |
$5.95K - $7.92K
|
11.6K
$3.83M
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
29+ 16.67% |
$5.57K - $7.41K
|
203
$66.9K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
27New |
$5.18K - $6.9K
|
27
$8.89K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
25+ 0.66% |
$4.8K - $6.39K
|
3.8K
$1.25M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
22+ 2.26% |
$4.22K - $5.62K
|
995
$328K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
21+ 30.0% |
$4.03K - $5.37K
|
91
$30K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
21New |
$4.03K - $5.37K
|
21
$6.92K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
21+ 0.2% |
$4.03K - $5.37K
|
10.3K
$3.39M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
19+ 1.75% |
$3.65K - $4.86K
|
1.1K
$363K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
18+ 0.17% |
$3.46K - $4.6K
|
10.9K
$3.59M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
15New |
$2.88K - $3.83K
|
15
$4.94K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
15New |
$2.88K - $3.83K
|
15
$4.94K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
13New |
$2.5K - $3.32K
|
13
$4.28K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
12New |
$2.3K - $3.07K
|
12
$3.95K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
11+ 0.23% |
$2.11K - $2.81K
|
4.82K
$1.59M
|