Purchases and Sales Made in Q1 2024 in Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA) during Q1 2024. 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 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.33MNew |
$308M - $365M
|
1.33M
$439M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
751K+ 142.89% |
$173M - $205M
|
1.28M
$420M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
751K+ 142.89% |
$173M - $205M
|
1.28M
$420M
|
|
|
May 13, 2024
Q1 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
739K+ 71.93% |
$170M - $202M
|
1.77M
$581M
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
599K+ 1589.01% |
$138M - $164M
|
637K
$210M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
491K+ 492.18% |
$113M - $134M
|
590K
$194M
|
|
|
May 15, 2024
Q1 2024
|
Hmi Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
371KNew |
$85.7M - $102M
|
371K
$122M
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
BUY
|
- |
275K+ 33.23% |
$63.5M - $75.4M
|
1.1M
$364M
|
|
|
May 14, 2024
Q1 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
211K+ 36.21% |
$48.7M - $57.8M
|
795K
$262M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
194K+ 817.76% |
$44.8M - $53.2M
|
218K
$71.8M
|
|
|
May 03, 2024
Q1 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
183K+ 159.54% |
$42.3M - $50.2M
|
298K
$98.2M
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
179KNew |
$41.2M - $48.9M
|
179K
$58.9M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
163K+ 7.42% |
$37.5M - $44.6M
|
2.36M
$776M
|
|
|
May 14, 2024
Q1 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
153K+ 19.77% |
$35.3M - $41.9M
|
927K
$305M
|
|
|
May 13, 2024
Q1 2024
|
Castle Hook Partners LP
New York, NY |
BUY
|
- |
132KNew |
$30.4M - $36M
|
132K
$43.4M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
116K+ 1.94% |
$26.7M - $31.7M
|
6.08M
$2B
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
100K+ 105.09% |
$23.1M - $27.4M
|
195K
$64.3M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
100K+ 31.64% |
$23.1M - $27.4M
|
416K
$137M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
96.8K+ 421.75% |
$22.3M - $26.5M
|
120K
$39.5M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
96.5K+ 4579.93% |
$22.3M - $26.4M
|
98.7K
$32.5M
|
|
|
May 15, 2024
Q1 2024
|
Azora Capital LP
Miami, FL |
BUY
|
- |
89.8K+ 27.47% |
$20.7M - $24.6M
|
417K
$137M
|
|
|
May 14, 2024
Q1 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
88.2K+ 12.69% |
$20.4M - $24.2M
|
784K
$258M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
87.9K+ 106.78% |
$20.3M - $24.1M
|
170K
$56.1M
|
|
|
May 13, 2024
Q1 2024
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
84.4K+ 56.27% |
$19.5M - $23.1M
|
234K
$77.2M
|
|
|
May 14, 2024
Q1 2024
|
North Peak Capital Management, LLC
New York, NY |
BUY
|
- |
82.2K+ 36.44% |
$19M - $22.5M
|
308K
$101M
|
|
|
Apr 16, 2024
Q1 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
76.4K+ 108.38% |
$17.6M - $20.9M
|
147K
$48.4M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
70.7K+ 38.01% |
$16.3M - $19.3M
|
257K
$84.5M
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
57.4K+ 584.66% |
$13.2M - $15.7M
|
67.2K
$22.1M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
56.2K+ 6.18% |
$13M - $15.4M
|
966K
$318M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
52.2K+ 13.93% |
$12M - $14.3M
|
427K
$140M
|
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
BUY
|
- |
45.8K+ 464.04% |
$10.6M - $12.5M
|
55.7K
$18.3M
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
44.2K+ 1036.62% |
$10.2M - $12.1M
|
48.5K
$16M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
43.8K+ 44.68% |
$10.1M - $12M
|
142K
$46.7M
|
|
|
May 13, 2024
Q1 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
39.9K+ 57.05% |
$9.22M - $10.9M
|
110K
$36.2M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
38.2K+ 13.56% |
$8.81M - $10.5M
|
320K
$105M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
37.7KNew |
$8.71M - $10.3M
|
37.7K
$12.4M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
34.9K+ 12.98% |
$8.06M - $9.56M
|
304K
$100M
|
|
|
May 08, 2024
Q1 2024
|
Jackson Square Partners, LLC
San Francisco, CA |
BUY
|
- |
34.4K+ 21.54% |
$7.93M - $9.41M
|
194K
$63.9M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
34.2K+ 26.27% |
$7.88M - $9.35M
|
164K
$54.1M
|
|
|
May 15, 2024
Q1 2024
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
34KNew |
$7.86M - $9.32M
|
34K
$11.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
31.8KNew |
$7.34M - $8.71M
|
31.8K
$10.5M
|
|
|
May 07, 2024
Q1 2024
|
12 West Capital Management LP
New York, NY |
BUY
|
- |
30.3KNew |
$6.99M - $8.3M
|
30.3K
$9.98M
|
|
|
May 03, 2024
Q1 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
27.9K+ 6.54% |
$6.44M - $7.64M
|
454K
$150M
|
|
|
May 15, 2024
Q1 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
27.2K+ 29.58% |
$6.29M - $7.46M
|
119K
$39.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
27.1K+ 94.11% |
$6.26M - $7.43M
|
56K
$18.4M
|
|
|
May 03, 2024
Q1 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
26.5KNew |
$6.11M - $7.25M
|
26.5K
$8.72M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.1K+ 4.77% |
$6.01M - $7.13M
|
572K
$188M
|
|
|
May 09, 2024
Q1 2024
|
Parnassus Investments, LLC
|
BUY
|
- |
25.2K+ 79.62% |
$5.81M - $6.9M
|
56.8K
$18.7M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
22.1K+ 41.9% |
$5.09M - $6.04M
|
74.7K
$24.6M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
22K+ 37.28% |
$5.07M - $6.02M
|
80.9K
$26.7M
|