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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-15.4K- 63.76% |
$3.55M - $4.21M
|
8.75K
$2.82M
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-16.9K- 23.67% |
$3.89M - $4.62M
|
54.4K
$17.5M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-17.9K- 5.73% |
$4.13M - $4.9M
|
294K
$94.8M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-18K- 4.44% |
$4.14M - $4.92M
|
387K
$124M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.6K- 60.74% |
$4.28M - $5.08M
|
12K
$3.86M
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-18.7K- 9.07% |
$4.32M - $5.13M
|
188K
$60.5M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-19.1K- 4.1% |
$4.4M - $5.22M
|
447K
$144M
|
|
|
May 10, 2024
Q1 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-20.2K- 26.83% |
$4.66M - $5.53M
|
55.1K
$17.7M
|
|
|
May 15, 2024
Q1 2024
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-22K- 50.26% |
$5.08M - $6.02M
|
21.8K
$7.01M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22.6K- 11.6% |
$5.21M - $6.18M
|
172K
$55.4M
|
|
|
May 15, 2024
Q1 2024
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-22.8K- 4.78% |
$5.25M - $6.23M
|
453K
$146M
|
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-24.5K- 3.4% |
$5.65M - $6.7M
|
695K
$224M
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-25K- 91.12% |
$5.77M - $6.84M
|
2.44K
$785K
|
|
|
May 14, 2024
Q1 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-25.4K- 97.09% |
$5.87M - $6.96M
|
762
$245K
|
|
|
May 14, 2024
Q1 2024
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-26K- 46.13% |
$5.99M - $7.11M
|
30.3K
$9.77M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.6K- 75.39% |
$6.38M - $7.57M
|
9.02K
$2.91M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-34.2K- 10.64% |
$7.89M - $9.36M
|
287K
$92.5M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-34.7K- 49.8% |
$8M - $9.49M
|
35K
$11.3M
|
|
|
May 14, 2024
Q1 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-34.7K- 81.02% |
$8M - $9.49M
|
8.12K
$2.62M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-42.4K- 36.02% |
$9.78M - $11.6M
|
75.2K
$24.2M
|
|
|
May 10, 2024
Q1 2024
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-43.6K- 10.18% |
$10.1M - $11.9M
|
385K
$124M
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-44.8K- 20.29% |
$10.3M - $12.3M
|
176K
$56.7M
|
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-47.9K- 35.29% |
$11.1M - $13.1M
|
87.9K
$28.3M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-52.8K- 5.29% |
$12.2M - $14.5M
|
946K
$305M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-54.3K- 19.83% |
$12.5M - $14.9M
|
219K
$70.7M
|
|
|
May 14, 2024
Q1 2024
|
Surgo Cap Partners LP
New York, NY |
SELL
|
- |
-54.7K- 9.48% |
$12.6M - $15M
|
522K
$168M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-57.7K- 3.27% |
$13.3M - $15.8M
|
1.71M
$551M
|
|
|
May 15, 2024
Q1 2024
|
Eminence Capital, LP
New York, NY |
SELL
|
- |
-63.9K- 7.99% |
$14.7M - $17.5M
|
736K
$237M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-67.9K- 66.0% |
$15.7M - $18.6M
|
35K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Southpoint Capital Advisors LP
New York, NY |
SELL
|
- |
-75K- 39.47% |
$17.3M - $20.5M
|
115K
$37M
|
|
|
May 15, 2024
Q1 2024
|
Junto Capital Management LP
New York, NY |
SELL
|
- |
-76.6K- 14.9% |
$17.7M - $21M
|
438K
$141M
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-76.9K- 91.67% |
$17.8M - $21.1M
|
6.99K
$2.25M
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-81.3K- 3.31% |
$18.7M - $22.2M
|
2.37M
$765M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-82.4K- 32.13% |
$19M - $22.6M
|
174K
$56.1M
|
|
|
May 15, 2024
Q1 2024
|
Samlyn Capital, LLC
New York, NY |
SELL
|
- |
-88.6K- 7.42% |
$20.5M - $24.3M
|
1.11M
$356M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-89.6K- 48.78% |
$20.7M - $24.5M
|
94.1K
$30.3M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-94.1K- 1.32% |
$21.7M - $25.8M
|
7.05M
$2.27B
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-112K- 14.99% |
$25.9M - $30.7M
|
637K
$205M
|
|
|
May 15, 2024
Q1 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-139K- 29.02% |
$32.1M - $38.1M
|
341K
$110M
|
|
|
May 15, 2024
Q1 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-155K- 31.88% |
$35.7M - $42.3M
|
330K
$106M
|
|
|
May 15, 2024
Q1 2024
|
Stephen Mandel
Lone Pine Capital LLC | Greenwich, Ct
|
SELL
|
- |
-155K- 8.43% |
$35.8M - $42.4M
|
1.69M
$543M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-191K- 13.03% |
$44.1M - $52.3M
|
1.28M
$411M
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-268K- 9.42% |
$61.8M - $73.3M
|
2.58M
$830M
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-416K- 59.43% |
$95.9M - $114M
|
284K
$91.4M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-562K- 46.83% |
$130M - $154M
|
638K
$205M
|
|
|
May 14, 2024
Q1 2024
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-611K- 27.67% |
$141M - $167M
|
1.6M
$514M
|