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 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
704+ 4.78% |
$162K - $193K
|
15.4K
$4.97M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
685New |
$158K - $188K
|
685
$221K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
669+ 8.22% |
$154K - $183K
|
8.81K
$2.84M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
663+ 71.91% |
$153K - $182K
|
1.59K
$510K
|
|
|
May 13, 2024
Q1 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
661+ 22.22% |
$153K - $181K
|
3.64K
$1.17M
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
589+ 6.88% |
$136K - $161K
|
9.15K
$2.95M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
555+ 7.77% |
$128K - $152K
|
7.7K
$2.48M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
526+ 27.32% |
$121K - $144K
|
2.45K
$789K
|
|
|
May 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
500+ 83.33% |
$115K - $137K
|
1.1K
$354K
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
499New |
$115K - $137K
|
499
$161K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
498+ 25.96% |
$115K - $136K
|
2.42K
$778K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
486+ 8.85% |
$112K - $133K
|
5.98K
$1.92M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
485+ 8.57% |
$112K - $133K
|
6.15K
$1.98M
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
475+ 5.96% |
$110K - $130K
|
8.44K
$2.72M
|
|
|
Apr 24, 2024
Q1 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
443+ 5.41% |
$102K - $121K
|
8.63K
$2.78M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
439+ 9.28% |
$101K - $120K
|
5.17K
$1.66M
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
415+ 13.81% |
$95.8K - $114K
|
3.42K
$1.1M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
402+ 8.42% |
$92.8K - $110K
|
5.18K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
401+ 41.26% |
$92.5K - $110K
|
1.37K
$442K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
347+ 30.1% |
$80.1K - $95K
|
1.5K
$483K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
324+ 64.8% |
$74.8K - $88.7K
|
824
$265K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
323+ 31.21% |
$74.5K - $88.4K
|
1.36K
$437K
|
|
|
Apr 16, 2024
Q1 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
315+ 0.28% |
$72.7K - $86.2K
|
111K
$35.7M
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
314+ 3.6% |
$72.5K - $86K
|
9.03K
$2.91M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
313+ 3.74% |
$72.2K - $85.7K
|
8.68K
$2.79M
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
309+ 27.2% |
$71.3K - $84.6K
|
1.45K
$465K
|
|
|
May 13, 2024
Q1 2024
|
Tredje Ap Fonden
|
BUY
|
- |
275+ 2.33% |
$63.5K - $75.3K
|
12.1K
$3.89M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
272New |
$62.8K - $74.5K
|
272
$87.6K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
266+ 4.8% |
$61.4K - $72.8K
|
5.8K
$1.87M
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
266+ 0.69% |
$61.4K - $72.8K
|
38.7K
$12.5M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
261+ 94.91% |
$60.2K - $71.5K
|
536
$173K
|
|
|
May 02, 2024
Q1 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
240+ 4.26% |
$55.4K - $65.7K
|
5.87K
$1.89M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
239+ 18.31% |
$55.1K - $65.4K
|
1.54K
$497K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
239+ 3.52% |
$55.1K - $65.4K
|
7.03K
$2.26M
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
225New |
$51.9K - $61.6K
|
225
$72.5K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
225+ 19.18% |
$51.9K - $61.6K
|
1.4K
$450K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
223+ 16.65% |
$51.5K - $61.1K
|
1.56K
$503K
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
210+ 23.86% |
$48.5K - $57.5K
|
1.09K
$351K
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
207+ 9.61% |
$47.8K - $56.7K
|
2.36K
$760K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
191+ 19.71% |
$44.1K - $52.3K
|
1.16K
$374K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
189+ 13.87% |
$43.6K - $51.7K
|
1.55K
$500K
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
171+ 3.55% |
$39.5K - $46.8K
|
4.99K
$1.61M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
169+ 2.93% |
$39K - $46.3K
|
5.93K
$1.91M
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
166+ 2.9% |
$38.3K - $45.4K
|
5.9K
$1.9M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
157+ 11.17% |
$36.2K - $43K
|
1.56K
$503K
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
155+ 1.79% |
$35.8K - $42.4K
|
8.83K
$2.84M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
150+ 3.57% |
$34.6K - $41.1K
|
4.35K
$1.4M
|
|
|
May 15, 2024
Q1 2024
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
138+ 11.0% |
$31.8K - $37.8K
|
1.39K
$448K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
138New |
$31.8K - $37.8K
|
138
$44.4K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
122+ 381.25% |
$28.2K - $33.4K
|
154
$49.6K
|