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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-5.45K- 18.33% |
$986K - $1.19M
|
24.3K
$8M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-6.27K- 92.31% |
$1.13M - $1.37M
|
522
$172K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-6.29K- 37.84% |
$1.14M - $1.37M
|
10.3K
$3.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-6.9K- 1.39% |
$1.25M - $1.5M
|
490K
$161M
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-8.14K- 47.22% |
$1.47M - $1.77M
|
9.1K
$3M
|
|
|
Aug 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-8.29K- 99.95% |
$1.5M - $1.81M
|
4
$1.32K
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-8.48K- 57.98% |
$1.53M - $1.85M
|
6.15K
$2.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-8.53K- 45.77% |
$1.54M - $1.86M
|
10.1K
$3.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-8.82K- 8.98% |
$1.6M - $1.92M
|
89.4K
$29.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-8.89K- 85.51% |
$1.61M - $1.94M
|
1.51K
$496K
|
|
|
Aug 08, 2023
Q2 2023
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-8.99K- 15.57% |
$1.63M - $1.96M
|
48.7K
$16.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-9.2K- 8.44% |
$1.66M - $2M
|
99.7K
$32.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Southpoint Capital Advisors LP
New York, NY |
SELL
|
- |
-10K- 5.0% |
$1.81M - $2.18M
|
190K
$62.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-10.5K- 37.63% |
$1.9M - $2.29M
|
17.4K
$5.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-11.4K- 2.17% |
$2.06M - $2.48M
|
514K
$169M
|
|
|
Aug 09, 2023
Q2 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-11.7K- 7.12% |
$2.12M - $2.55M
|
153K
$50.3M
|
|
|
Jul 07, 2023
Q2 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-11.8K- 31.43% |
$2.14M - $2.58M
|
25.8K
$8.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-11.9K- 2.91% |
$2.15M - $2.59M
|
397K
$131M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-14.9K- 4.13% |
$2.69M - $3.24M
|
345K
$114M
|
|
|
Aug 14, 2023
Q2 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-15K- 30.0% |
$2.71M - $3.27M
|
35K
$11.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Kbc Group Nv
|
SELL
|
- |
-15.8K- 33.1% |
$2.85M - $3.43M
|
31.9K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16.8K- 4.98% |
$3.05M - $3.67M
|
321K
$106M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16.8K- 4.98% |
$3.05M - $3.67M
|
321K
$106M
|
|
|
Jul 14, 2023
Q2 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-17.2K- 0.7% |
$3.11M - $3.75M
|
2.45M
$806M
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-18.3K- 26.99% |
$3.32M - $4M
|
49.6K
$16.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-18.4K- 20.04% |
$3.32M - $4M
|
73.3K
$24.1M
|
|
|
Aug 15, 2023
Q2 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-18.5K- 12.86% |
$3.35M - $4.03M
|
125K
$41.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-18.8K- 76.17% |
$3.41M - $4.11M
|
5.89K
$1.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-19.3K- 89.87% |
$3.49M - $4.21M
|
2.18K
$717K
|
|
|
Dec 09, 2024
Q2 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-19.4K- 58.16% |
$3.52M - $4.24M
|
14K
$4.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-23.1K- 42.63% |
$4.17M - $5.02M
|
31K
$10.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-24.2K- 32.4% |
$4.37M - $5.27M
|
50.4K
$16.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-25.7K- 10.75% |
$4.65M - $5.6M
|
213K
$70.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-26.4K- 43.34% |
$4.78M - $5.75M
|
34.5K
$11.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-29K- 81.42% |
$5.24M - $6.32M
|
6.62K
$2.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-29.4K- 13.9% |
$5.33M - $6.41M
|
182K
$60M
|
|
|
Aug 14, 2023
Q2 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-30.5K- 80.96% |
$5.52M - $6.65M
|
7.18K
$2.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-30.8K- 20.32% |
$5.57M - $6.71M
|
121K
$39.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-32.3K- 8.3% |
$5.85M - $7.05M
|
357K
$118M
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-32.8K- 4.26% |
$5.93M - $7.14M
|
737K
$243M
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-32.9K- 19.57% |
$5.95M - $7.16M
|
135K
$44.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Aviva PLC
|
SELL
|
- |
-33.3K- 43.68% |
$6.02M - $7.25M
|
42.9K
$14.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Candriam S.C.A.
|
SELL
|
- |
-33.9K- 48.6% |
$6.13M - $7.38M
|
35.8K
$11.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Artemis Investment Management LLP
|
SELL
|
- |
-34.5K- 10.68% |
$6.25M - $7.52M
|
289K
$95.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-35.2K- 56.56% |
$6.36M - $7.66M
|
27K
$8.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-37.8K- 98.7% |
$6.84M - $8.23M
|
497
$164K
|
|
|
Aug 14, 2023
Q2 2023
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-39.4K- 81.91% |
$7.13M - $8.59M
|
8.7K
$2.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-39.9K- 7.87% |
$7.22M - $8.7M
|
467K
$154M
|
|
|
Aug 11, 2023
Q2 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-42.4K- 23.97% |
$7.67M - $9.24M
|
134K
$44.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Azora Capital LP
Miami, FL |
SELL
|
- |
-55.5K- 19.68% |
$10M - $12.1M
|
226K
$74.6M
|