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
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
225+ 3.03% |
$40.7K - $49K
|
7.65K
$2.52M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
221+ 0.58% |
$40K - $48.2K
|
38.4K
$12.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
217New |
$39.3K - $47.3K
|
217
$71.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
205+ 0.6% |
$37.1K - $44.7K
|
34.6K
$11.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
183New |
$33.1K - $39.9K
|
183
$60.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
179+ 6.82% |
$32.4K - $39K
|
2.8K
$923K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
178+ 7.33% |
$32.2K - $38.8K
|
2.61K
$859K
|
|
|
Jul 25, 2023
Q2 2023
|
Ceredex Value Advisors LLC
|
BUY
|
- |
175New |
$31.7K - $38.1K
|
175
$57.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
172+ 4.41% |
$31.1K - $37.5K
|
4.07K
$1.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
167+ 52.85% |
$30.2K - $36.4K
|
483
$159K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
159+ 3.04% |
$28.8K - $34.6K
|
5.38K
$1.77M
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
146+ 11.1% |
$26.4K - $31.8K
|
1.46K
$481K
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
141+ 1.3% |
$25.5K - $30.7K
|
11K
$3.63M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
139+ 3.58% |
$25.2K - $30.3K
|
4.03K
$1.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
139+ 1.1% |
$25.2K - $30.3K
|
12.8K
$4.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
136+ 7.53% |
$24.6K - $29.6K
|
1.94K
$639K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
133+ 8.28% |
$24.1K - $29K
|
1.74K
$573K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
131+ 6.54% |
$23.7K - $28.5K
|
2.13K
$703K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
123+ 27.64% |
$22.3K - $26.8K
|
568
$187K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
119+ 220.37% |
$21.5K - $25.9K
|
173
$57K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
114+ 6.17% |
$20.6K - $24.8K
|
1.96K
$646K
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
113+ 6.62% |
$20.4K - $24.6K
|
1.82K
$600K
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
111+ 2.37% |
$20.1K - $24.2K
|
4.8K
$1.58M
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
99+ 267.57% |
$17.9K - $21.6K
|
136
$44.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
89+ 7.81% |
$16.1K - $19.4K
|
1.23K
$405K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
89+ 3.69% |
$16.1K - $19.4K
|
2.5K
$824K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
85+ 3.41% |
$15.4K - $18.5K
|
2.58K
$849K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
79+ 1.75% |
$14.3K - $17.2K
|
4.61K
$1.52M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
77+ 0.23% |
$13.9K - $16.8K
|
34.2K
$11.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Community Trust & Investment CO
|
BUY
|
- |
76+ 0.19% |
$13.8K - $16.6K
|
39.4K
$13M
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
72+ 0.99% |
$13K - $15.7K
|
7.36K
$2.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
68+ 9.09% |
$12.3K - $14.8K
|
816
$269K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
66+ 18.49% |
$11.9K - $14.4K
|
423
$139K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
60+ 2.37% |
$10.9K - $13.1K
|
2.59K
$852K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
55New |
$9.95K - $12K
|
55
$18.1K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
51+ 1.86% |
$9.23K - $11.1K
|
2.79K
$918K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
51+ 2.79% |
$9.23K - $11.1K
|
1.88K
$619K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
49+ 544.44% |
$8.87K - $10.7K
|
58
$19.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
42+ 12.65% |
$7.6K - $9.15K
|
374
$123K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
30+ 120.0% |
$5.43K - $6.54K
|
55
$18.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
28+ 13.15% |
$5.07K - $6.1K
|
241
$79.4K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
27+ 540.0% |
$4.89K - $5.88K
|
32
$10.5K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
27+ 540.0% |
$4.89K - $5.88K
|
32
$10.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
26+ 1.26% |
$4.7K - $5.67K
|
2.09K
$687K
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
24+ 0.08% |
$4.34K - $5.23K
|
30.1K
$9.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
24New |
$4.34K - $5.23K
|
24
$7.91K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
21+ 2.12% |
$3.8K - $4.58K
|
1.01K
$333K
|
|
|
Jul 14, 2023
Q2 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
21New |
$3.8K - $4.58K
|
21
$6.92K
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
13+ 0.05% |
$2.35K - $2.83K
|
28K
$9.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
13+ 0.06% |
$2.35K - $2.83K
|
23.1K
$7.62M
|