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 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
10+ 142.86% |
$1.92K - $2.56K
|
17
$5.6K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
8+ 2.47% |
$1.54K - $2.04K
|
332
$109K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
7+ 0.91% |
$1.34K - $1.79K
|
775
$255K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
5New |
$960 - $1.28K
|
5
$1.65K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
5+ 2.5% |
$960 - $1.28K
|
205
$67.5K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
4+ 5.8% |
$768 - $1.02K
|
73
$24K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 7.69% |
$768 - $1.02K
|
56
$18.4K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 150.0% |
$576 - $767
|
5
$1.65K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$576 - $767
|
3
$988
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
3+ 7.69% |
$576 - $767
|
42
$13.8K
|
|
|
May 04, 2023
Q1 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
2+ 0.13% |
$384 - $511
|
1.58K
$519K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
2+ 200.0% |
$384 - $511
|
3
$988
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.22% |
$192 - $256
|
450
$148K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.12% |
$192 - $256
|
859
$283K
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-2- 0.26% |
$384 - $511
|
761
$251K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.12% |
$576 - $767
|
2.49K
$821K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4- 80.0% |
$768 - $1.02K
|
1
$329
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5- 6.49% |
$960 - $1.28K
|
72
$23.7K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5- 0.33% |
$960 - $1.28K
|
1.53K
$502K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5- 7.58% |
$960 - $1.28K
|
61
$20.1K
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-5- 0.43% |
$960 - $1.28K
|
1.17K
$386K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-5- 0.25% |
$960 - $1.28K
|
1.99K
$655K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-6- 0.18% |
$1.15K - $1.53K
|
3.4K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6- 0.22% |
$1.15K - $1.53K
|
2.73K
$899K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-8- 0.38% |
$1.54K - $2.04K
|
2.09K
$687K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-8- 38.1% |
$1.54K - $2.04K
|
13
$4.28K
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-9- 0.88% |
$1.73K - $2.3K
|
1.01K
$332K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-10- 0.12% |
$1.92K - $2.56K
|
8.3K
$2.73M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-11- 23.91% |
$2.11K - $2.81K
|
35
$11.5K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-12Closed |
$2.3K - $3.07K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-14- 22.22% |
$2.69K - $3.58K
|
49
$16.1K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-14- 0.11% |
$2.69K - $3.58K
|
12.6K
$4.16M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-17- 9.44% |
$3.26K - $4.34K
|
163
$53.7K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-24Closed |
$4.61K - $6.13K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-25- 0.68% |
$4.8K - $6.39K
|
3.63K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-27- 0.56% |
$5.18K - $6.9K
|
4.82K
$1.59M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-28- 2.75% |
$5.38K - $7.16K
|
990
$326K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-29- 1.29% |
$5.57K - $7.41K
|
2.22K
$731K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-35- 2.87% |
$6.72K - $8.94K
|
1.18K
$390K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-35- 1.45% |
$6.72K - $8.94K
|
2.38K
$784K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-40- 0.5% |
$7.68K - $10.2K
|
7.95K
$2.62M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-41- 3.98% |
$7.87K - $10.5K
|
990
$326K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-42- 32.31% |
$8.06K - $10.7K
|
88
$29K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-44- 1.29% |
$8.45K - $11.2K
|
3.37K
$1.11M
|
|
|
May 05, 2023
Q1 2023
|
Ctc Capital Management, LLC
|
SELL
|
- |
-50- 4.17% |
$9.6K - $12.8K
|
1.15K
$379K
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-50- 2.22% |
$9.6K - $12.8K
|
2.21K
$726K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-55- 0.75% |
$10.6K - $14.1K
|
7.29K
$2.4M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-55- 4.04% |
$10.6K - $14.1K
|
1.31K
$430K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-62- 35.43% |
$11.9K - $15.8K
|
113
$37.2K
|