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
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.54K- 45.25% |
$354K - $420K
|
1.86K
$612K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.63K- 43.23% |
$377K - $447K
|
2.15K
$707K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.87K- 99.84% |
$431K - $511K
|
3
$988
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.89K- 25.23% |
$436K - $517K
|
5.6K
$1.84M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.96K- 10.63% |
$452K - $536K
|
16.5K
$5.42M
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.98K- 4.49% |
$458K - $543K
|
42.2K
$13.9M
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-2K- 5.2% |
$462K - $548K
|
36.5K
$12M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-2.03K- 54.94% |
$469K - $556K
|
1.67K
$549K
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.04K- 1.84% |
$471K - $558K
|
109K
$35.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-2.06K- 44.29% |
$476K - $565K
|
2.6K
$855K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.21K- 79.89% |
$509K - $604K
|
555
$183K
|
|
|
May 14, 2024
Q1 2024
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-2.36K- 65.96% |
$544K - $646K
|
1.22K
$401K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.39K- 13.48% |
$552K - $655K
|
15.3K
$5.06M
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-2.49K- 61.85% |
$573K - $680K
|
1.53K
$505K
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-2.59K- 9.25% |
$598K - $709K
|
25.4K
$8.37M
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.63K- 7.53% |
$606K - $719K
|
32.2K
$10.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.72K- 27.05% |
$627K - $744K
|
7.33K
$2.41M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-2.95K- 70.31% |
$680K - $807K
|
1.24K
$410K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-3.06K- 3.73% |
$706K - $838K
|
79K
$26M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.11K- 29.77% |
$718K - $852K
|
7.34K
$2.42M
|
|
|
May 13, 2024
Q1 2024
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-3.2K- 10.77% |
$738K - $876K
|
26.5K
$8.73M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-3.21K- 38.23% |
$740K - $878K
|
5.18K
$1.71M
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-3.36K- 0.67% |
$776K - $920K
|
499K
$164M
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-3.4K- 64.03% |
$785K - $932K
|
1.91K
$630K
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-3.64K- 53.32% |
$840K - $997K
|
3.19K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.75K- 8.61% |
$865K - $1.03M
|
39.8K
$13.1M
|
|
|
May 14, 2024
Q1 2024
|
Heron Bay Capital Management
|
SELL
|
- |
-4.33K- 4.6% |
$1M - $1.19M
|
89.9K
$29.6M
|
|
|
Apr 30, 2024
Q1 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-4.72K- 3.26% |
$1.09M - $1.29M
|
140K
$46.2M
|
|
|
May 14, 2024
Q1 2024
|
Brant Point Investment Management LLC
New York, NY |
SELL
|
- |
-4.78K- 12.18% |
$1.1M - $1.31M
|
34.5K
$11.4M
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-4.87K- 2.57% |
$1.12M - $1.33M
|
185K
$60.8M
|
|
|
May 14, 2024
Q1 2024
|
Aviva PLC
|
SELL
|
- |
-5.45K- 7.33% |
$1.26M - $1.49M
|
68.9K
$22.7M
|
|
|
May 15, 2024
Q1 2024
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-5.82K- 71.85% |
$1.34M - $1.59M
|
2.28K
$751K
|
|
|
May 13, 2024
Q1 2024
|
Thornburg Investment Management Inc
|
SELL
|
- |
-6.07K- 9.82% |
$1.4M - $1.66M
|
55.8K
$18.4M
|
|
|
Apr 25, 2024
Q1 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-6.22K- 91.36% |
$1.43M - $1.7M
|
588
$194K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-6.44K- 31.9% |
$1.49M - $1.76M
|
13.8K
$4.53M
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-6.56K- 10.89% |
$1.51M - $1.8M
|
53.7K
$17.7M
|
|
|
May 06, 2024
Q1 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-6.68K- 10.45% |
$1.54M - $1.83M
|
57.2K
$18.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-6.7K- 17.96% |
$1.55M - $1.83M
|
30.6K
$10.1M
|
|
|
May 13, 2024
Q1 2024
|
Seven Eight Capital, LP
|
SELL
|
- |
-6.94K- 65.66% |
$1.6M - $1.9M
|
3.63K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-8K- 1.71% |
$1.85M - $2.19M
|
459K
$151M
|
|
|
May 15, 2024
Q1 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-9.56K- 88.35% |
$2.21M - $2.62M
|
1.26K
$415K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-9.85K- 69.92% |
$2.27M - $2.7M
|
4.24K
$1.4M
|
|
|
May 15, 2024
Q1 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-10K- 90.43% |
$2.31M - $2.74M
|
1.06K
$349K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-10.4K- 16.19% |
$2.41M - $2.86M
|
54K
$17.8M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-10.8K- 76.95% |
$2.48M - $2.95M
|
3.22K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-11.2K- 19.23% |
$2.58M - $3.06M
|
46.9K
$15.4M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-11.3K- 69.55% |
$2.6M - $3.09M
|
4.94K
$1.63M
|
|
|
May 07, 2024
Q1 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-12.5K- 30.71% |
$2.88M - $3.42M
|
28.2K
$9.29M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-15K- 17.78% |
$3.47M - $4.11M
|
69.5K
$22.9M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-15.3K- 11.77% |
$3.52M - $4.18M
|
115K
$37.7M
|