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 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-563- 1.26% |
$108K - $144K
|
44.1K
$14.5M
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-566- 7.46% |
$109K - $145K
|
7.02K
$2.31M
|
|
|
May 15, 2023
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-566- 7.46% |
$109K - $145K
|
7.02K
$2.31M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-596- 19.81% |
$114K - $152K
|
2.41K
$795K
|
|
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-599- 10.56% |
$115K - $153K
|
5.07K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-601- 8.36% |
$115K - $154K
|
6.58K
$2.17M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-630- 26.74% |
$121K - $161K
|
1.73K
$569K
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-678- 30.65% |
$130K - $173K
|
1.53K
$505K
|
|
|
May 15, 2023
Q1 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-700- 2.77% |
$134K - $179K
|
24.6K
$8.1M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-723- 5.81% |
$139K - $185K
|
11.7K
$3.86M
|
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-755- 12.81% |
$145K - $193K
|
5.14K
$1.69M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-814- 25.08% |
$156K - $208K
|
2.43K
$801K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-847- 34.04% |
$163K - $216K
|
1.64K
$541K
|
|
|
Jun 14, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-860- 0.89% |
$165K - $220K
|
95.6K
$31.5M
|
|
|
May 11, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-860- 0.89% |
$165K - $220K
|
95.6K
$31.5M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-887- 38.72% |
$170K - $227K
|
1.4K
$462K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-947- 24.39% |
$182K - $242K
|
2.94K
$967K
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-958- 7.54% |
$184K - $245K
|
11.7K
$3.87M
|
|
|
Apr 12, 2023
Q1 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1K- 50.0% |
$192K - $256K
|
1K
$329K
|
|
|
May 08, 2023
Q1 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-1K- 18.18% |
$192K - $256K
|
4.5K
$1.48M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1.01K- 4.37% |
$194K - $258K
|
22.1K
$7.27M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.08K- 85.16% |
$207K - $276K
|
188
$61.9K
|
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.09K- 19.66% |
$209K - $279K
|
4.46K
$1.47M
|
|
|
Apr 21, 2023
Q1 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-1.1K- 2.58% |
$211K - $281K
|
41.6K
$13.7M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.13K- 18.18% |
$218K - $290K
|
5.1K
$1.68M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.15K- 7.17% |
$220K - $293K
|
14.8K
$4.89M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.2K- 42.73% |
$230K - $306K
|
1.61K
$529K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.26K- 15.11% |
$241K - $321K
|
7.06K
$2.33M
|
|
|
May 12, 2023
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-1.3K- 23.48% |
$249K - $332K
|
4.23K
$1.39M
|
|
|
Apr 18, 2023
Q1 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-1.34K- 3.3% |
$257K - $343K
|
39.3K
$12.9M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.39K- 7.46% |
$267K - $355K
|
17.2K
$5.68M
|
|
|
May 08, 2023
Q1 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.42K- 0.87% |
$273K - $364K
|
162K
$53.3M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.43K- 0.29% |
$275K - $366K
|
497K
$164M
|
|
|
May 12, 2023
Q1 2023
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-1.45K- 49.45% |
$278K - $370K
|
1.48K
$487K
|
|
|
May 12, 2023
Q1 2023
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-1.5K- 43.59% |
$287K - $383K
|
1.94K
$638K
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.53K- 1.13% |
$294K - $391K
|
133K
$43.9M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.57K- 3.69% |
$302K - $402K
|
41.1K
$13.5M
|
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-1.68K- 61.94% |
$323K - $430K
|
1.03K
$340K
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.71K- 3.02% |
$328K - $437K
|
54.9K
$18.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-1.75K- 42.24% |
$336K - $447K
|
2.39K
$788K
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.76K- 25.24% |
$338K - $451K
|
5.22K
$1.72M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.8K- 57.91% |
$345K - $459K
|
1.31K
$430K
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-2.02K- 5.79% |
$387K - $515K
|
32.8K
$10.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-2.11K- 18.87% |
$405K - $540K
|
9.08K
$2.99M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-2.25K- 4.13% |
$433K - $576K
|
52.4K
$17.2M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.42K- 5.07% |
$464K - $618K
|
45.3K
$14.9M
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.47K- 5.42% |
$474K - $632K
|
43.1K
$14.2M
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-2.49K- 5.42% |
$478K - $637K
|
43.5K
$14.3M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.62K- 3.46% |
$503K - $670K
|
73.2K
$24.1M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.65K- 1.29% |
$508K - $677K
|
203K
$66.8M
|