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 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-233- 2.79% |
$53.8K - $63.8K
|
8.13K
$2.68M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-242- 7.38% |
$55.8K - $66.3K
|
3.04K
$1M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-243- 4.94% |
$56.1K - $66.5K
|
4.68K
$1.54M
|
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-246- 11.92% |
$56.8K - $67.3K
|
1.82K
$599K
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-258- 1.71% |
$59.5K - $70.6K
|
14.9K
$4.9M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-267- 3.84% |
$61.6K - $73.1K
|
6.69K
$2.2M
|
|
|
May 15, 2024
Q1 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-269- 2.64% |
$62.1K - $73.6K
|
9.93K
$3.27M
|
|
|
May 15, 2024
Q1 2024
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-270- 6.23% |
$62.3K - $73.9K
|
4.07K
$1.34M
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-271- 1.71% |
$62.5K - $74.2K
|
15.6K
$5.13M
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-284- 13.46% |
$65.5K - $77.8K
|
1.83K
$601K
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-323- 18.38% |
$74.5K - $88.4K
|
1.43K
$472K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-343- 30.93% |
$79.1K - $93.9K
|
766
$252K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-376- 19.04% |
$86.8K - $103K
|
1.6K
$527K
|
|
|
May 13, 2024
Q1 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-385- 2.49% |
$88.8K - $105K
|
15.1K
$4.97M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-416- 3.3% |
$96K - $114K
|
12.2K
$4.01M
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-422- 9.18% |
$97.4K - $116K
|
4.18K
$1.38M
|
|
|
May 02, 2024
Q1 2024
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-439- 0.1% |
$101K - $120K
|
460K
$151M
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-451- 17.01% |
$104K - $123K
|
2.2K
$725K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-469- 7.59% |
$108K - $128K
|
5.71K
$1.88M
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-488- 18.07% |
$113K - $134K
|
2.21K
$729K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-503- 2.71% |
$116K - $138K
|
18.1K
$5.95M
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-522- 6.22% |
$120K - $143K
|
7.87K
$2.59M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-573- 3.56% |
$132K - $157K
|
15.5K
$5.11M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-593- 4.86% |
$137K - $162K
|
11.6K
$3.83M
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-643- 7.35% |
$148K - $176K
|
8.11K
$2.67M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-644- 19.48% |
$149K - $176K
|
2.66K
$877K
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-701- 6.01% |
$162K - $192K
|
11K
$3.61M
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-767- 1.45% |
$177K - $210K
|
52K
$17.1M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-774Closed |
$179K - $212K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-802- 14.24% |
$185K - $220K
|
4.83K
$1.59M
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-825- 43.15% |
$190K - $226K
|
1.09K
$358K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-858- 34.2% |
$198K - $235K
|
1.65K
$544K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-872- 44.58% |
$201K - $239K
|
1.08K
$357K
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-901- 18.16% |
$208K - $247K
|
4.06K
$1.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-932- 3.58% |
$215K - $255K
|
25.1K
$8.26M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-935- 25.12% |
$216K - $256K
|
2.79K
$918K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-945- 16.69% |
$218K - $259K
|
4.72K
$1.55M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-987- 2.77% |
$228K - $270K
|
34.7K
$11.4M
|
|
|
May 02, 2024
Q1 2024
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-1.01K- 14.66% |
$234K - $278K
|
5.9K
$1.94M
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-1.04K- 2.12% |
$240K - $285K
|
48K
$15.8M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.1K- 53.35% |
$254K - $301K
|
962
$317K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.13K- 0.36% |
$262K - $310K
|
316K
$104M
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.15K- 96.23% |
$265K - $315K
|
45
$14.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.21K- 14.03% |
$278K - $330K
|
7.39K
$2.43M
|
|
|
May 14, 2024
Q1 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-1.3K- 2.58% |
$299K - $355K
|
49.1K
$16.2M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.36K- 41.19% |
$313K - $371K
|
1.94K
$637K
|
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
SELL
|
- |
-1.38K- 0.5% |
$319K - $379K
|
275K
$90.7M
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.41K- 3.68% |
$326K - $387K
|
36.9K
$12.2M
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.42K- 4.63% |
$327K - $387K
|
29.1K
$9.6M
|
|
|
May 10, 2024
Q1 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-1.42K- 52.83% |
$327K - $388K
|
1.27K
$417K
|