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 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-17- 11.81% |
$3.92K - $4.65K
|
127
$41.8K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-17- 1.19% |
$3.92K - $4.65K
|
1.42K
$467K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-18- 1.41% |
$4.15K - $4.93K
|
1.26K
$414K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-18- 5.11% |
$4.15K - $4.93K
|
334
$110K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-20- 76.92% |
$4.62K - $5.48K
|
6
$1.98K
|
|
|
May 15, 2024
Q1 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-20- 0.18% |
$4.62K - $5.48K
|
11.3K
$3.73M
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-22- 43.14% |
$5.08K - $6.02K
|
29
$9.55K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-22- 1.21% |
$5.08K - $6.02K
|
1.8K
$592K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-25- 2.57% |
$5.77K - $6.84K
|
949
$313K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-28- 1.72% |
$6.46K - $7.67K
|
1.6K
$527K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-30- 7.71% |
$6.92K - $8.21K
|
359
$118K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-33- 0.78% |
$7.61K - $9.03K
|
4.21K
$1.39M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-38- 1.41% |
$8.77K - $10.4K
|
2.65K
$874K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-43- 1.07% |
$9.92K - $11.8K
|
3.97K
$1.31M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-43- 10.46% |
$9.92K - $11.8K
|
368
$121K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-44- 13.75% |
$10.2K - $12K
|
276
$90.9K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-49- 0.8% |
$11.3K - $13.4K
|
6.08K
$2M
|
|
|
Apr 29, 2024
Q1 2024
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-49- 4.84% |
$11.3K - $13.4K
|
963
$317K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-50- 4.13% |
$11.5K - $13.7K
|
1.16K
$382K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-51- 1.9% |
$11.8K - $14K
|
2.63K
$867K
|
|
|
May 08, 2024
Q1 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-53- 1.61% |
$12.2K - $14.5K
|
3.23K
$1.06M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-58- 0.74% |
$13.4K - $15.9K
|
7.8K
$2.57M
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-59- 0.56% |
$13.6K - $16.2K
|
10.5K
$3.44M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-64- 1.38% |
$14.8K - $17.5K
|
4.58K
$1.51M
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-69- 5.0% |
$15.9K - $18.9K
|
1.31K
$432K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-81- 4.01% |
$18.7K - $22.2K
|
1.94K
$639K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-87- 5.42% |
$20.1K - $23.8K
|
1.52K
$500K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-87- 9.7% |
$20.1K - $23.8K
|
810
$267K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-93- 8.88% |
$21.5K - $25.5K
|
954
$314K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-103- 2.39% |
$23.8K - $28.2K
|
4.21K
$1.39M
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-113- 0.25% |
$26.1K - $30.9K
|
45K
$14.8M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-119- 48.18% |
$27.5K - $32.6K
|
128
$42.2K
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-138- 7.43% |
$31.8K - $37.8K
|
1.72K
$566K
|
|
|
May 15, 2024
Q1 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-140- 3.52% |
$32.3K - $38.3K
|
3.84K
$1.26M
|
|
|
May 01, 2024
Q1 2024
|
Iridian Asset Management LLC
|
SELL
|
- |
-141- 0.23% |
$32.5K - $38.6K
|
60K
$19.8M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-144- 64.0% |
$33.2K - $39.4K
|
81
$26.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-150- 0.72% |
$34.6K - $41.1K
|
20.8K
$6.85M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-155- 40.26% |
$35.8K - $42.4K
|
230
$75.8K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-160- 8.73% |
$36.9K - $43.8K
|
1.67K
$551K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-164- 1.69% |
$37.8K - $44.9K
|
9.56K
$3.15M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-167- 1.07% |
$38.5K - $45.7K
|
15.5K
$5.09M
|
|
|
May 03, 2024
Q1 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-168- 14.15% |
$38.8K - $46K
|
1.02K
$336K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-172- 0.09% |
$39.7K - $47.1K
|
184K
$60.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-182- 2.67% |
$42K - $49.8K
|
6.64K
$2.19M
|
|
|
May 15, 2024
Q1 2024
|
Blue Mar Capital Management, LLC
Miami, FL |
SELL
|
- |
-183- 1.47% |
$42.2K - $50.1K
|
12.2K
$4.03M
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-191- 2.34% |
$44.1K - $52.3K
|
7.98K
$2.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-197- 1.29% |
$45.5K - $53.9K
|
15.1K
$4.98M
|
|
|
May 15, 2024
Q1 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-198- 0.08% |
$45.7K - $54.2K
|
234K
$77.2M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-216- 10.39% |
$49.8K - $59.1K
|
1.86K
$613K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-228- 22.4% |
$52.6K - $62.4K
|
790
$260K
|