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 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-66- 3.48% |
$12.7K - $16.9K
|
1.83K
$602K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-66- 1.44% |
$12.7K - $16.9K
|
4.52K
$1.49M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-66- 3.13% |
$12.7K - $16.9K
|
2.05K
$674K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-74- 2.07% |
$14.2K - $18.9K
|
3.5K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-75- 58.14% |
$14.4K - $19.2K
|
54
$17.8K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-77- 35.16% |
$14.8K - $19.7K
|
142
$46.8K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-77- 6.92% |
$14.8K - $19.7K
|
1.04K
$341K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-79- 62.2% |
$15.2K - $20.2K
|
48
$15.8K
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-85- 4.71% |
$16.3K - $21.7K
|
1.72K
$567K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-85- 6.99% |
$16.3K - $21.7K
|
1.13K
$373K
|
|
|
Apr 13, 2023
Q1 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-86- 6.42% |
$16.5K - $22K
|
1.25K
$413K
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-91- 3.27% |
$17.5K - $23.3K
|
2.69K
$887K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-96- 7.77% |
$18.4K - $24.5K
|
1.14K
$376K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-100- 11.43% |
$19.2K - $25.6K
|
775
$255K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-103- 4.32% |
$19.8K - $26.3K
|
2.28K
$752K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-111- 95.69% |
$21.3K - $28.4K
|
5
$1.65K
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-112- 5.33% |
$21.5K - $28.6K
|
1.99K
$655K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-112- 9.99% |
$21.5K - $28.6K
|
1.01K
$332K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-116- 4.23% |
$22.3K - $29.6K
|
2.62K
$864K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-117- 1.01% |
$22.5K - $29.9K
|
11.4K
$3.76M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-128- 3.09% |
$24.6K - $32.7K
|
4.02K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Future Fund LLC
Chicago, IL |
SELL
|
- |
-135- 9.32% |
$25.9K - $34.5K
|
1.31K
$433K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-136- 6.61% |
$26.1K - $34.8K
|
1.92K
$633K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-151- 5.31% |
$29K - $38.6K
|
2.69K
$887K
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-160- 4.1% |
$30.7K - $40.9K
|
3.74K
$1.23M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-163- 16.27% |
$31.3K - $41.7K
|
839
$276K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-183- 11.34% |
$35.1K - $46.8K
|
1.43K
$471K
|
|
|
Dec 09, 2024
Q1 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-187- 0.56% |
$35.9K - $47.8K
|
33.4K
$11M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-195- 35.33% |
$37.4K - $49.8K
|
357
$118K
|
|
|
May 15, 2023
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-211- 11.94% |
$40.5K - $53.9K
|
1.56K
$513K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-212- 10.51% |
$40.7K - $54.2K
|
1.81K
$595K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-234- 10.46% |
$44.9K - $59.8K
|
2K
$660K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-243- 43.94% |
$46.7K - $62.1K
|
310
$102K
|
|
|
May 08, 2023
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-300- 4.96% |
$57.6K - $76.7K
|
5.74K
$1.89M
|
|
|
Feb 06, 2024
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-300- 4.96% |
$57.6K - $76.7K
|
5.74K
$1.89M
|
|
|
May 10, 2023
Q1 2023
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-300- 1.5% |
$57.6K - $76.7K
|
19.7K
$6.49M
|
|
|
May 10, 2023
Q1 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-301- 17.0% |
$57.8K - $76.9K
|
1.47K
$484K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-308- 3.21% |
$59.1K - $78.7K
|
9.28K
$3.06M
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-314- 3.55% |
$60.3K - $80.2K
|
8.54K
$2.81M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-335- 37.98% |
$64.3K - $85.6K
|
547
$180K
|
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-341- 10.6% |
$65.5K - $87.1K
|
2.88K
$947K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-354- 5.83% |
$68K - $90.5K
|
5.72K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-377- 2.21% |
$72.4K - $96.3K
|
16.7K
$5.49M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-378- 13.47% |
$72.6K - $96.6K
|
2.43K
$800K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-432- 10.75% |
$82.9K - $110K
|
3.59K
$1.18M
|
|
|
May 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-441- 62.11% |
$84.7K - $113K
|
269
$88.6K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-500- 49.36% |
$96K - $128K
|
513
$169K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-537- 80.63% |
$103K - $137K
|
129
$42.5K
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-551- 31.52% |
$106K - $141K
|
1.2K
$394K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-554- 31.11% |
$106K - $142K
|
1.23K
$404K
|