Purchases and Sales Made in Q2 2023 in Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
1.19M+ 117.8% |
$215M - $259M
|
2.2M
$724M
|
|
|
Aug 10, 2023
Q2 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
785K+ 1264.38% |
$142M - $171M
|
847K
$279M
|
|
|
Aug 14, 2023
Q2 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
396K+ 489.77% |
$71.7M - $86.3M
|
477K
$157M
|
|
|
Aug 14, 2023
Q2 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
364KNew |
$65.9M - $79.3M
|
364K
$120M
|
|
|
Aug 14, 2023
Q2 2023
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
330K+ 150.0% |
$59.8M - $72M
|
551K
$181M
|
|
|
Aug 22, 2023
Q2 2023
|
Comerica Bank
|
BUY
|
- |
273K+ 462.37% |
$49.3M - $59.4M
|
331K
$109M
|
|
|
Aug 11, 2023
Q2 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
233K+ 124.4% |
$42.2M - $50.8M
|
421K
$139M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
205K+ 47.64% |
$37M - $44.6M
|
634K
$209M
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
199K+ 70.22% |
$36.1M - $43.4M
|
483K
$159M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
170K+ 42.27% |
$30.7M - $36.9M
|
571K
$188M
|
|
|
Aug 14, 2023
Q2 2023
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
158K+ 600.0% |
$28.5M - $34.4M
|
184K
$60.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
148KNew |
$26.7M - $32.2M
|
148K
$48.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephen Mandel
Lone Pine Capital LLC | Greenwich, Ct
|
BUY
|
- |
143K+ 7.71% |
$26M - $31.3M
|
2M
$660M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
140K+ 5765.08% |
$25.4M - $30.5M
|
143K
$47M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
127K+ 20.57% |
$23M - $27.7M
|
744K
$245M
|
|
|
Aug 14, 2023
Q2 2023
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
125K+ 27.04% |
$22.7M - $27.3M
|
588K
$194M
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
119K+ 28.91% |
$21.6M - $26M
|
533K
$175M
|
|
|
Aug 14, 2023
Q2 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
116K+ 44.18% |
$21M - $25.3M
|
379K
$125M
|
|
|
Aug 14, 2024
Q2 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
114K+ 12.28% |
$20.6M - $24.9M
|
1.04M
$344M
|
|
|
Aug 04, 2023
Q2 2023
|
Tom Gayner
Markel Corp
|
BUY
|
- |
107K+ 545.95% |
$19.4M - $23.4M
|
127K
$41.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
93.5K+ 138.52% |
$16.9M - $20.4M
|
161K
$53M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
81.4K+ 118.18% |
$14.7M - $17.7M
|
150K
$49.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
74.1K+ 2.24% |
$13.4M - $16.1M
|
3.38M
$1.11B
|
|
|
Aug 14, 2023
Q2 2023
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
70.3K+ 3.97% |
$12.7M - $15.3M
|
1.84M
$607M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
68.7KNew |
$12.4M - $15M
|
68.7K
$22.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Eminence Capital, LP
New York, NY |
BUY
|
- |
66.1K+ 9.21% |
$12M - $14.4M
|
784K
$258M
|
|
|
Aug 11, 2023
Q2 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
57.3K+ 9.66% |
$10.4M - $12.5M
|
650K
$214M
|
|
|
Aug 14, 2023
Q2 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
57K+ 66.93% |
$10.3M - $12.4M
|
142K
$46.8M
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
BUY
|
- |
53.2K+ 6.95% |
$9.63M - $11.6M
|
819K
$270M
|
|
|
Aug 04, 2023
Q2 2023
|
Abrdn PLC
|
BUY
|
- |
53.2K+ 6.95% |
$9.63M - $11.6M
|
819K
$270M
|
|
|
Aug 14, 2023
Q2 2023
|
Darlington Partners Capital Management, LP
Greenbrae, CA |
BUY
|
- |
52.2K+ 7.99% |
$9.45M - $11.4M
|
705K
$232M
|
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
52.2KNew |
$9.44M - $11.4M
|
52.2K
$17.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
49.7K+ 2.47% |
$9M - $10.8M
|
2.07M
$681M
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
BUY
|
- |
49.3KNew |
$8.92M - $10.7M
|
49.3K
$16.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
48.5K+ 68.7% |
$8.78M - $10.6M
|
119K
$39.2M
|
|
|
Aug 14, 2023
Q2 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
48.2K+ 4.57% |
$8.72M - $10.5M
|
1.1M
$363M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
45.7K+ 100.81% |
$8.26M - $9.95M
|
91K
$30M
|
|
|
Aug 14, 2023
Q2 2023
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
37.8K+ 144.86% |
$6.83M - $8.23M
|
63.8K
$21M
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
36.7K+ 28.21% |
$6.63M - $7.99M
|
167K
$54.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
36.3K+ 100.1% |
$6.56M - $7.9M
|
72.5K
$23.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
36.1KNew |
$6.53M - $7.86M
|
36.1K
$11.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
34.7K+ 10.34% |
$6.29M - $7.57M
|
371K
$122M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
BUY
|
- |
32.1K+ 18.05% |
$5.8M - $6.99M
|
210K
$69.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
31.3K+ 4108.41% |
$5.66M - $6.81M
|
32K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
30KNew |
$5.43M - $6.54M
|
30K
$9.88M
|
|
|
Aug 08, 2023
Q2 2023
|
Hst Ventures, LLC
|
BUY
|
- |
28.9KNew |
$5.23M - $6.29M
|
28.9K
$9.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
24.3K+ 124.1% |
$4.4M - $5.3M
|
43.9K
$14.5M
|
|
|
Jul 12, 2023
Q2 2023
|
Heron Bay Capital Management
|
BUY
|
- |
23.2K+ 32.66% |
$4.2M - $5.06M
|
94.3K
$31.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Phase 2 Partners, LLC
San Francisco, CA |
BUY
|
- |
23.2K+ 57.39% |
$4.19M - $5.04M
|
63.5K
$20.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
22.2KNew |
$4.03M - $4.85M
|
22.2K
$7.33M
|