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 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
3.94K+ 0.55% |
$909K - $1.08M
|
722K
$233M
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
3.74KNew |
$864K - $1.02M
|
3.74K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
3.61KNew |
$833K - $989K
|
3.61K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.6K+ 21.96% |
$830K - $985K
|
20K
$6.44M
|
|
|
May 08, 2024
Q1 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
3.53K+ 10.96% |
$815K - $968K
|
35.8K
$11.5M
|
|
|
May 15, 2024
Q1 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
3.48KNew |
$802K - $951K
|
3.48K
$1.12M
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.37KNew |
$777K - $922K
|
3.37K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
3.36K+ 127.43% |
$775K - $920K
|
6K
$1.93M
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
3.32K+ 32.82% |
$766K - $909K
|
13.4K
$4.33M
|
|
|
May 09, 2024
Q1 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
3.22KNew |
$743K - $882K
|
3.22K
$1.04M
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
3.22KNew |
$743K - $881K
|
3.22K
$1.04M
|
|
|
Apr 11, 2024
Q1 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
3.21KNew |
$741K - $879K
|
3.21K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.15KNew |
$728K - $863K
|
3.15K
$1.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
2.97K+ 14.4% |
$685K - $813K
|
23.6K
$7.6M
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.9K+ 25.03% |
$669K - $794K
|
14.5K
$4.67M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2.86KNew |
$660K - $783K
|
2.86K
$921K
|
|
|
May 13, 2024
Q1 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
2.66KNew |
$613K - $727K
|
2.66K
$856K
|
|
|
Apr 30, 2024
Q1 2024
|
Silvant Capital Management LLC
|
BUY
|
- |
2.52K+ 24.67% |
$582K - $690K
|
12.7K
$4.1M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.52KNew |
$581K - $689K
|
2.52K
$811K
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
2.18KNew |
$503K - $597K
|
2.18K
$702K
|
|
|
May 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.17KNew |
$501K - $595K
|
2.17K
$700K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.16K+ 5.08% |
$497K - $590K
|
44.6K
$14.4M
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
2.15K+ 5.49% |
$495K - $587K
|
41.2K
$13.3M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.09KNew |
$482K - $571K
|
2.09K
$672K
|
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.06KNew |
$476K - $565K
|
2.06K
$664K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.03K+ 55.33% |
$469K - $557K
|
5.71K
$1.84M
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.97KNew |
$454K - $539K
|
1.97K
$634K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.97KNew |
$454K - $539K
|
1.97K
$634K
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.94K+ 0.62% |
$447K - $530K
|
313K
$101M
|
|
|
Apr 18, 2024
Q1 2024
|
Oak Thistle LLC
|
BUY
|
- |
1.92KNew |
$442K - $525K
|
1.92K
$617K
|
|
|
May 14, 2024
Q1 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.9KNew |
$438K - $520K
|
1.9K
$612K
|
|
|
May 15, 2024
Q1 2024
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
1.87KNew |
$432K - $512K
|
1.87K
$603K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.83K+ 7.81% |
$423K - $502K
|
25.3K
$8.14M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.81KNew |
$417K - $494K
|
1.81K
$582K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.75KNew |
$403K - $478K
|
1.75K
$562K
|
|
|
May 15, 2024
Q1 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
1.7KNew |
$392K - $465K
|
1.7K
$547K
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.69KNew |
$390K - $463K
|
1.69K
$545K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.67KNew |
$386K - $458K
|
1.67K
$539K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.52K+ 14.23% |
$351K - $416K
|
12.2K
$3.93M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.46K+ 3.6% |
$337K - $400K
|
42K
$13.5M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.44KNew |
$332K - $394K
|
1.44K
$463K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.41K+ 30.21% |
$326K - $386K
|
6.08K
$1.96M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.38K+ 33.72% |
$318K - $378K
|
5.47K
$1.76M
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.38KNew |
$318K - $377K
|
1.38K
$444K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.37K+ 33.04% |
$316K - $375K
|
5.52K
$1.78M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
1.37KNew |
$315K - $374K
|
1.37K
$440K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.32KNew |
$305K - $362K
|
1.32K
$426K
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.32K+ 75.17% |
$304K - $361K
|
3.07K
$988K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.31K+ 7.63% |
$303K - $360K
|
18.5K
$5.97M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.28K+ 136.72% |
$295K - $350K
|
2.21K
$712K
|