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 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.51K+ 53.6% |
$998K - $1.2M
|
15.8K
$5.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
5.24K+ 17.61% |
$948K - $1.14M
|
35K
$11.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
5.02KNew |
$908K - $1.09M
|
5.02K
$1.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5K+ 11.01% |
$905K - $1.09M
|
50.4K
$16.6M
|
|
|
Apr 29, 2024
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
4.79KNew |
$867K - $1.04M
|
4.79K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.74KNew |
$858K - $1.03M
|
4.74K
$1.56M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
4.53K+ 3.8% |
$819K - $987K
|
124K
$40.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.42K+ 35.37% |
$800K - $963K
|
16.9K
$5.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
4.28KNew |
$775K - $933K
|
4.28K
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.03KNew |
$729K - $878K
|
4.03K
$1.33M
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4K+ 65.85% |
$724K - $871K
|
10.1K
$3.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
3.96K+ 80.26% |
$716K - $862K
|
8.89K
$2.93M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.86KNew |
$698K - $840K
|
3.86K
$1.27M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
3.8K+ 33.21% |
$688K - $829K
|
15.3K
$5.02M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.76K+ 32.07% |
$681K - $820K
|
15.5K
$5.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
3.5K+ 11.48% |
$633K - $763K
|
34K
$11.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
3.3K+ 6.04% |
$597K - $719K
|
57.9K
$19.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.27K+ 2.03% |
$592K - $713K
|
164K
$54.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.09KNew |
$559K - $673K
|
3.09K
$1.02M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
3.06K+ 19.61% |
$553K - $666K
|
18.6K
$6.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
3K+ 0.74% |
$543K - $654K
|
408K
$134M
|
|
|
Jul 18, 2023
Q2 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
2.99K+ 55.19% |
$540K - $651K
|
8.4K
$2.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.87K+ 7.03% |
$519K - $625K
|
43.7K
$14.4M
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
2.69K+ 0.16% |
$487K - $587K
|
1.71M
$564M
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.67KNew |
$484K - $582K
|
2.67K
$880K
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.61K+ 5.93% |
$473K - $570K
|
46.7K
$15.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.56K+ 14.56% |
$462K - $557K
|
20.1K
$6.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
2.5KNew |
$452K - $545K
|
2.5K
$824K
|
|
|
Aug 14, 2023
Q2 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
2.47KNew |
$447K - $539K
|
2.47K
$814K
|
|
|
Aug 02, 2023
Q2 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.4K+ 20.55% |
$434K - $523K
|
14.1K
$4.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.33K+ 1.52% |
$421K - $507K
|
156K
$51.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
2.3KNew |
$416K - $501K
|
2.3K
$758K
|
|
|
Aug 07, 2023
Q2 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
2.22K+ 16.39% |
$401K - $483K
|
15.7K
$5.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
2.2K+ 89.42% |
$398K - $479K
|
4.65K
$1.53M
|
|
|
Jul 19, 2023
Q2 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
2.17K+ 9.09% |
$393K - $473K
|
26.1K
$8.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
2.04KNew |
$370K - $445K
|
2.04K
$673K
|
|
|
Aug 02, 2023
Q2 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
2K+ 8.13% |
$362K - $436K
|
26.6K
$8.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.98KNew |
$358K - $431K
|
1.98K
$652K
|
|
|
Jul 12, 2023
Q2 2023
|
Yarbrough Capital, LLC
|
BUY
|
- |
1.88KNew |
$340K - $410K
|
1.88K
$619K
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
1.7KNew |
$308K - $370K
|
1.7K
$560K
|
|
|
Aug 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.67K+ 161.37% |
$302K - $363K
|
2.7K
$889K
|
|
|
Aug 14, 2023
Q2 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
1.52KNew |
$276K - $332K
|
1.52K
$502K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
1.52KNew |
$276K - $332K
|
1.52K
$502K
|
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
1.5K+ 71.91% |
$271K - $327K
|
3.59K
$1.18M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.45K+ 35.94% |
$261K - $315K
|
5.47K
$1.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.43KNew |
$259K - $312K
|
1.43K
$472K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.34K+ 34.97% |
$242K - $291K
|
5.16K
$1.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
1.33K+ 4.78% |
$240K - $289K
|
29.1K
$9.58M
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.31KNew |
$237K - $286K
|
1.31K
$432K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.28KNew |
$231K - $278K
|
1.28K
$421K
|