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 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
21.5K+ 23.41% |
$4.96M - $5.88M
|
113K
$37.3M
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
21.2KNew |
$4.89M - $5.8M
|
21.2K
$6.98M
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
BUY
|
- |
20.9K+ 100.65% |
$4.82M - $5.71M
|
41.6K
$13.7M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
20.7KNew |
$4.77M - $5.66M
|
20.7K
$6.81M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.6K+ 6.71% |
$4.75M - $5.64M
|
327K
$108M
|
|
|
May 13, 2024
Q1 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
17K+ 1.26% |
$3.92M - $4.66M
|
1.37M
$451M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
15.7K+ 106.62% |
$3.61M - $4.29M
|
30.3K
$10M
|
|
|
May 06, 2024
Q1 2024
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
14.8K+ 99.81% |
$3.41M - $4.05M
|
29.6K
$9.76M
|
|
|
May 21, 2024
Q1 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
13.8KNew |
$3.19M - $3.78M
|
13.8K
$4.55M
|
|
|
May 08, 2024
Q1 2024
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
- |
12.9KNew |
$2.98M - $3.53M
|
12.9K
$4.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
11.8KNew |
$2.72M - $3.23M
|
11.8K
$3.89M
|
|
|
May 10, 2024
Q1 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
11.7K+ 38.82% |
$2.7M - $3.2M
|
41.9K
$13.8M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.5K+ 535.32% |
$2.65M - $3.15M
|
13.6K
$4.49M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
11.1K+ 12772.41% |
$2.56M - $3.04M
|
11.2K
$3.69M
|
|
|
May 14, 2024
Q1 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
11.1KNew |
$2.55M - $3.03M
|
11.1K
$3.64M
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
10.8K+ 86.71% |
$2.49M - $2.95M
|
23.2K
$7.65M
|
|
|
May 14, 2024
Q1 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
10.1K+ 6.73% |
$2.33M - $2.77M
|
160K
$52.8M
|
|
|
May 15, 2024
Q1 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
9.76KNew |
$2.25M - $2.67M
|
9.76K
$3.21M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.4K+ 1.97% |
$2.17M - $2.57M
|
486K
$160M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.55K+ 10.68% |
$1.97M - $2.34M
|
88.6K
$29.2M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.36K+ 168.76% |
$1.93M - $2.29M
|
13.3K
$4.38M
|
|
|
May 15, 2024
Q1 2024
|
Palestra Capital Management LLC
New York, NY |
BUY
|
- |
8.2KNew |
$1.89M - $2.24M
|
8.2K
$2.7M
|
|
|
May 15, 2024
Q1 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
8.18K+ 173.98% |
$1.89M - $2.24M
|
12.9K
$4.25M
|
|
|
May 15, 2024
Q1 2024
|
Bamco Inc
New York, NY |
BUY
|
- |
8.18K+ 7.19% |
$1.89M - $2.24M
|
122K
$40.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.18K+ 2.24% |
$1.89M - $2.24M
|
374K
$123M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.84K+ 38.18% |
$1.81M - $2.15M
|
28.4K
$9.34M
|
|
|
May 08, 2024
Q1 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
7.74K+ 8.81% |
$1.79M - $2.12M
|
95.6K
$31.5M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
7.05K+ 2.4% |
$1.63M - $1.93M
|
301K
$99M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
7.03KNew |
$1.62M - $1.93M
|
7.03K
$2.32M
|
|
|
Apr 18, 2024
Q1 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
6.9KNew |
$1.59M - $1.89M
|
6.9K
$2.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.54KNew |
$1.51M - $1.79M
|
6.54K
$2.16M
|
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
6.28K+ 1.17% |
$1.45M - $1.72M
|
543K
$179M
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
6.13KNew |
$1.41M - $1.68M
|
6.13K
$2.02M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.13KNew |
$1.41M - $1.68M
|
6.13K
$2.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
5.84K+ 40.14% |
$1.35M - $1.6M
|
20.4K
$6.71M
|
|
|
May 10, 2024
Q1 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
5.67K+ 60.16% |
$1.31M - $1.55M
|
15.1K
$4.97M
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
5.22K+ 11.8% |
$1.21M - $1.43M
|
49.5K
$16.3M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.13K+ 77.54% |
$1.18M - $1.41M
|
11.8K
$3.87M
|
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
5.1K+ 14.9% |
$1.18M - $1.4M
|
39.3K
$13M
|
|
|
May 10, 2024
Q1 2024
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.03K+ 135.29% |
$1.16M - $1.38M
|
8.74K
$2.88M
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.94KNew |
$1.14M - $1.35M
|
4.94K
$1.63M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.88K+ 20.59% |
$1.13M - $1.34M
|
28.6K
$9.42M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
4.79KNew |
$1.11M - $1.31M
|
4.79K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
4.68K+ 25.71% |
$1.08M - $1.28M
|
22.9K
$7.53M
|
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
4.67KNew |
$1.08M - $1.28M
|
4.67K
$1.54M
|
|
|
May 14, 2024
Q1 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
4.58KNew |
$1.06M - $1.25M
|
4.58K
$1.51M
|
|
|
May 10, 2024
Q1 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
4.5K+ 105.63% |
$1.04M - $1.23M
|
8.76K
$2.89M
|
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
4.34K+ 533.83% |
$1M - $1.19M
|
5.15K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
4.29K+ 71.72% |
$991K - $1.18M
|
10.3K
$3.39M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.24KNew |
$978K - $1.16M
|
4.24K
$1.4M
|