Purchases and Sales Made in Q1 2024 in Lpl Financial Holdings Inc. (LPLA)

LPLA Quotes by TradingView

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 06, 2024 Q1 2024
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
1.26K
+ 2.26%
$292K - $346K
57.1K $18.8M
Apr 03, 2024 Q1 2024
Reinhart Partners, Inc.

BUY
 -
1.22K
+ 1.63%
$280K - $333K
75.8K $25M
May 13, 2024 Q1 2024
National Pension Service

Jeonju Si, Jeollabuk Do, M5
BUY
 -
1.2K
+ 1.05%
$277K - $329K
115K $38M
May 14, 2024 Q1 2024
Lri Investments, LLC

Palm Beach Gardens, FL
BUY
 -
1.2K
New
$276K - $327K
1.2K $394K
May 14, 2024 Q1 2024
Quantinno Capital Management LP

New York, NY
BUY
 -
1.19K
+ 11.34%
$274K - $325K
11.7K $3.84M
May 15, 2024 Q1 2024
Moran Wealth Management, LLC

Naples, FL
BUY
 -
1.17K
New
$270K - $320K
1.17K $385K
May 10, 2024 Q1 2024
Cynosure Management, LLC

Salt Lake City, UT
BUY
 -
1.16K
New
$269K - $319K
1.16K $383K
May 15, 2024 Q1 2024
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
1.14K
New
$263K - $312K
1.14K $375K
May 02, 2024 Q1 2024
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
1.14K
New
$262K - $311K
1.14K $374K
May 10, 2024 Q1 2024
Creative Planning

Overland Park, KS
BUY
 -
1.12K
+ 39.2%
$259K - $307K
3.99K $1.31M
May 15, 2024 Q1 2024
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main

Frankfurt Am Main, 2M
BUY
 -
1.05K
+ 42.87%
$243K - $288K
3.51K $1.16M
May 06, 2024 Q1 2024
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
1.04K
New
$240K - $284K
1.04K $342K
May 13, 2024 Q1 2024
Harbor Capital Advisors, Inc.

BUY
 -
1.03K
New
$239K - $283K
1.03K $341K
May 15, 2024 Q1 2024
Two Sigma Investments, LP

New York, NY
BUY
 -
1K
+ 21.34%
$231K - $275K
5.7K $1.88M
May 08, 2024 Q1 2024
Schwab Charitable Fund

BUY
 -
1K
New
$231K - $274K
1K $329K
Aug 16, 2024 Q1 2024
Td Private Client Wealth LLC

New York, NY
BUY
 -
994
+ 7.54%
$229K - $272K
14.2K $4.67M
May 15, 2024 Q1 2024
Diametric Capital, LP

Boston, MA
BUY
 -
989
New
$228K - $271K
989 $326K
May 13, 2024 Q1 2024
Ethic Inc.

New York, NY
BUY
 -
987
+ 23.67%
$228K - $270K
5.16K $1.7M
May 15, 2024 Q1 2024
Point72 Asia (Singapore) Pte. Ltd.

Singapore, U0
BUY
 -
985
New
$227K - $270K
985 $324K
May 08, 2024 Q1 2024
Koshinski Asset Management, Inc.

BUY
 -
981
New
$226K - $269K
981 $323K
Apr 25, 2024 Q1 2024
Wcm Investment Management, LLC

Laguna Beach, CA
BUY
 -
970
+ 0.06%
$224K - $266K
1.7M $559M
May 15, 2024 Q1 2024
California State Teachers Retirement System

West Sacramento, CA
BUY
 -
958
+ 0.79%
$221K - $262K
122K $40M
May 15, 2024 Q1 2024
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
951
+ 1.25%
$219K - $260K
76.8K $25.3M
Apr 22, 2024 Q1 2024
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
929
New
$214K - $254K
929 $306K
May 14, 2024 Q1 2024
Plato Investment Management LTD

Sydney, C3
BUY
 -
899
+ 1109.88%
$207K - $246K
980 $323K
May 14, 2024 Q1 2024
Lazard Asset Management LLC

New York, NY
BUY
 -
886
+ 1640.74%
$204K - $243K
940 $310K
May 14, 2024 Q1 2024
Guggenheim Capital LLC

Chicago, IL
BUY
 -
875
New
$202K - $240K
875 $288K
Apr 29, 2024 Q1 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
870
New
$201K - $238K
870 $287K
Apr 24, 2024 Q1 2024
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
855
+ 63.33%
$197K - $234K
2.21K $726K
May 15, 2024 Q1 2024
Stephens Inc

BUY
 -
846
New
$195K - $232K
846 $279K
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
838
+ 11.18%
$193K - $229K
8.34K $2.75M
May 13, 2024 Q1 2024
Vinva Investment Management LTD

Sydney, C3
BUY
 -
829
+ 70.08%
$191K - $227K
2.01K $663K
Apr 12, 2024 Q1 2024
Garrett Investment Advisors LLC

BUY
 -
824
+ 13.78%
$190K - $226K
6.8K $2.24M
May 03, 2024 Q1 2024
Transcend Capital Advisors, LLC

BUY
 -
823
New
$190K - $225K
823 $271K
May 15, 2024 Q1 2024
Dynasty Wealth Management, LLC

St. Petersburg, FL
BUY
 -
822
New
$190K - $225K
822 $271K
Apr 23, 2024 Q1 2024
Cigna Investments Inc

Bloomfield, CT
BUY
 -
799
New
$184K - $219K
799 $263K
May 14, 2024 Q1 2024
Rmb Capital Management, LLC

BUY
 -
798
New
$184K - $218K
798 $263K
Apr 26, 2024 Q1 2024
Zwj Investment Counsel Inc

BUY
 -
796
New
$184K - $218K
796 $262K
Apr 30, 2024 Q1 2024
Sequoia Financial Advisors, LLC

BUY
 -
786
New
$181K - $215K
786 $259K
May 15, 2024 Q1 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
774
New
$179K - $212K
774 $255K
May 10, 2024 Q1 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
771
+ 30.51%
$178K - $211K
3.3K $1.09M
May 08, 2024 Q1 2024
J. W. Coons Advisors, LLC

BUY
 -
770
New
$178K - $211K
770 $254K
May 15, 2024 Q1 2024
Kestra Advisory Services, LLC

BUY
 -
769
+ 13.75%
$177K - $211K
6.36K $2.1M
May 15, 2024 Q1 2024
Mbb Public Markets I LLC

Chicago, IL
BUY
 -
767
New
$177K - $210K
767 $253K
May 14, 2024 Q1 2024
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
761
+ 52.27%
$176K - $208K
2.22K $730K
Apr 22, 2024 Q1 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
752
+ 8.16%
$174K - $206K
9.97K $3.28M
May 06, 2024 Q1 2024
Quantbot Technologies LP

New York, NY
BUY
 -
751
New
$173K - $206K
751 $247K
May 14, 2024 Q1 2024
Pine Bridge Investments, L.P.

BUY
 -
723
+ 0.59%
$167K - $198K
122K $40.3M
Apr 10, 2024 Q1 2024
Fulton Bank, N.A.

BUY
 -
719
+ 24.63%
$166K - $197K
3.64K $1.2M

Track Institutional and Insider Activities on LPLA

Follow LPL Financial Holdings Inc. and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells LPLA shares.

Notify only if

Insider Trading

Get notified when an Lpl Financial Holdings Inc. insider buys or sells LPLA shares.

Notify only if

News

Receive news related to LPL Financial Holdings Inc.

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on LPLA