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 14, 2023
Q2 2023
|
Interval Partners, LP
New York, NY |
BUY
|
- |
22.1K+ 159.65% |
$4M - $4.82M
|
35.9K
$11.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
20.8K+ 21.37% |
$3.75M - $4.52M
|
118K
$38.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
20.7K+ 68.09% |
$3.74M - $4.51M
|
51.1K
$16.8M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
20.5KNew |
$3.71M - $4.46M
|
20.5K
$6.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Iridian Asset Management LLC
|
BUY
|
- |
20K+ 38.52% |
$3.62M - $4.35M
|
71.9K
$23.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
18.7K+ 89.15% |
$3.38M - $4.07M
|
39.7K
$13.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
17.4K+ 6.0% |
$3.15M - $3.8M
|
308K
$101M
|
|
|
Aug 14, 2023
Q2 2023
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
17.4K+ 239.42% |
$3.15M - $3.79M
|
24.7K
$8.13M
|
|
|
Aug 07, 2023
Q2 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
17.4K+ 1.17% |
$3.15M - $3.79M
|
1.5M
$495M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
14.5K+ 18.24% |
$2.63M - $3.17M
|
94.2K
$31M
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
14.2K+ 2.7% |
$2.56M - $3.09M
|
540K
$178M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
BUY
|
- |
13.9KNew |
$2.51M - $3.02M
|
13.9K
$4.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
13.7KNew |
$2.48M - $2.99M
|
13.7K
$4.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
13.7KNew |
$2.48M - $2.98M
|
13.7K
$4.51M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
13.2KNew |
$2.39M - $2.88M
|
13.2K
$4.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
13KNew |
$2.35M - $2.84M
|
13K
$4.29M
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
13KNew |
$2.35M - $2.83M
|
13K
$4.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Mar Capital Management, LLC
Miami, FL |
BUY
|
- |
12.5K+ 398.95% |
$2.27M - $2.73M
|
15.7K
$5.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Bamco Inc
New York, NY |
BUY
|
- |
12.4K+ 12.88% |
$2.25M - $2.71M
|
109K
$35.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.1K+ 81.91% |
$2.2M - $2.65M
|
27K
$8.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
12K+ 5.93% |
$2.18M - $2.62M
|
215K
$70.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
11.9K+ 61.78% |
$2.16M - $2.6M
|
31.2K
$10.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
11.8K+ 168.02% |
$2.14M - $2.58M
|
18.9K
$6.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
11.8K+ 7.3% |
$2.14M - $2.57M
|
174K
$57.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
11.8K+ 244.23% |
$2.13M - $2.57M
|
16.6K
$5.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
10.5K+ 1.48% |
$1.9M - $2.29M
|
718K
$237M
|
|
|
Aug 11, 2023
Q2 2023
|
Thames Capital Management LLC
New York, NY |
BUY
|
- |
10.5K+ 80.67% |
$1.9M - $2.29M
|
23.5K
$7.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
9.76K+ 14.41% |
$1.77M - $2.13M
|
77.5K
$25.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
9.34K+ 29.2% |
$1.69M - $2.03M
|
41.3K
$13.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
9.16K+ 29.59% |
$1.66M - $2M
|
40.1K
$13.2M
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
9.06K+ 92.24% |
$1.64M - $1.97M
|
18.9K
$6.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
8.77K+ 20.35% |
$1.59M - $1.91M
|
51.8K
$17.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
8.71K+ 19.18% |
$1.58M - $1.9M
|
54.1K
$17.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
8.3K+ 101.32% |
$1.5M - $1.81M
|
16.5K
$5.44M
|
|
|
Jul 27, 2023
Q2 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
8.28K+ 10.53% |
$1.5M - $1.8M
|
86.9K
$28.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
7.76KNew |
$1.4M - $1.69M
|
7.76K
$2.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
7.62KNew |
$1.38M - $1.66M
|
7.62K
$2.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
7.58KNew |
$1.37M - $1.65M
|
7.58K
$2.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
7.18K+ 19936.11% |
$1.3M - $1.56M
|
7.21K
$2.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
6.63KNew |
$1.2M - $1.45M
|
6.63K
$2.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
6.5KNew |
$1.18M - $1.42M
|
6.5K
$2.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
6.27K+ 11.98% |
$1.14M - $1.37M
|
58.6K
$19.3M
|
|
|
Feb 15, 2024
Q2 2023
|
Kbc Group Nv
|
BUY
|
- |
6.23K+ 24.1% |
$1.13M - $1.36M
|
32.1K
$10.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
5.96KNew |
$1.08M - $1.3M
|
5.96K
$1.96M
|
|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
5.94K+ 37.24% |
$1.07M - $1.29M
|
21.9K
$7.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
5.8KNew |
$1.05M - $1.26M
|
5.8K
$1.91M
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
5.72K+ 15.5% |
$1.04M - $1.25M
|
42.6K
$14M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.65K+ 1.33% |
$1.02M - $1.23M
|
430K
$142M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5.62KNew |
$1.02M - $1.22M
|
5.62K
$1.85M
|
|
|
Aug 03, 2023
Q2 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
5.6K+ 13.46% |
$1.01M - $1.22M
|
47.2K
$15.5M
|