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
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
121+ 5.0% |
$27.9K - $33.1K
|
2.54K
$837K
|
|
|
Apr 24, 2024
Q1 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
115+ 4.86% |
$26.5K - $31.5K
|
2.48K
$817K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
113New |
$26.1K - $30.9K
|
113
$37.2K
|
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
112+ 1.23% |
$25.8K - $30.7K
|
9.23K
$3.04M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
112+ 11.37% |
$25.8K - $30.7K
|
1.1K
$361K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
110+ 6.37% |
$25.4K - $30.1K
|
1.84K
$605K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
109+ 3.34% |
$25.2K - $29.8K
|
3.37K
$1.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
107+ 4.16% |
$24.7K - $29.3K
|
2.68K
$882K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
103+ 0.49% |
$23.8K - $28.2K
|
21.2K
$6.98M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
101+ 0.82% |
$23.3K - $27.7K
|
12.4K
$4.09M
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
100+ 0.99% |
$23.1K - $27.4K
|
10.2K
$3.36M
|
|
|
Apr 25, 2024
Q1 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
100+ 0.52% |
$23.1K - $27.4K
|
19.5K
$6.42M
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
97+ 2.44% |
$22.4K - $26.6K
|
4.08K
$1.34M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
94+ 5.88% |
$21.7K - $25.7K
|
1.69K
$558K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
94+ 21.27% |
$21.7K - $25.7K
|
536
$177K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
92New |
$21.2K - $25.2K
|
92
$30.3K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
88+ 8.41% |
$20.3K - $24.1K
|
1.13K
$374K
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
84+ 1.68% |
$19.4K - $23K
|
5.08K
$1.67M
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
83+ 16.63% |
$19.2K - $22.7K
|
582
$192K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
80+ 16.26% |
$18.5K - $21.9K
|
572
$188K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
77+ 2.85% |
$17.8K - $21.1K
|
2.78K
$914K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
75New |
$17.3K - $20.5K
|
75
$24.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
73+ 608.33% |
$16.8K - $20K
|
85
$28K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
68+ 523.08% |
$15.7K - $18.6K
|
81
$26.7K
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
65+ 3.09% |
$15K - $17.8K
|
2.17K
$714K
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
61+ 0.04% |
$14.1K - $16.7K
|
172K
$56.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
61+ 1.92% |
$14.1K - $16.7K
|
3.25K
$1.07M
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
60+ 0.94% |
$13.8K - $16.4K
|
6.41K
$2.11M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
57+ 5.93% |
$13.2K - $15.6K
|
1.02K
$336K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
47+ 0.32% |
$10.8K - $12.9K
|
14.7K
$4.84M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
45+ 1.17% |
$10.4K - $12.3K
|
3.88K
$1.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
44+ 2.78% |
$10.2K - $12K
|
1.63K
$535K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
38+ 1.6% |
$8.77K - $10.4K
|
2.42K
$796K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
37New |
$8.54K - $10.1K
|
37
$12.2K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
35+ 1.17% |
$8.08K - $9.58K
|
3.01K
$993K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
35+ 1.02% |
$8.08K - $9.58K
|
3.47K
$1.14M
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
31New |
$7.15K - $8.49K
|
31
$10.2K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
29+ 1.92% |
$6.69K - $7.94K
|
1.54K
$506K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
29+ 0.19% |
$6.69K - $7.94K
|
15.7K
$5.17M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
28New |
$6.46K - $7.67K
|
28
$9.22K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
27New |
$6.23K - $7.39K
|
27
$8.89K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
26New |
$6K - $7.12K
|
26
$8.56K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
25+ 1.48% |
$5.77K - $6.84K
|
1.71K
$564K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
24New |
$5.54K - $6.57K
|
24
$7.91K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
23+ 27.71% |
$5.31K - $6.3K
|
106
$34.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
23New |
$5.31K - $6.3K
|
23
$7.58K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
23New |
$5.31K - $6.3K
|
23
$7.58K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
23+ 1.67% |
$5.31K - $6.3K
|
1.4K
$461K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
21+ 17.21% |
$4.85K - $5.75K
|
143
$47.1K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
20+ 5.17% |
$4.62K - $5.48K
|
407
$134K
|