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
|
Loomis Sayles & CO L P
|
SELL
|
- |
-24- 48.98% |
$4.34K - $5.23K
|
25
$8.24K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-24- 0.32% |
$4.34K - $5.23K
|
7.45K
$2.45M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-26- 0.63% |
$4.7K - $5.67K
|
4.12K
$1.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-31- 0.64% |
$5.61K - $6.75K
|
4.79K
$1.58M
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-33- 3.01% |
$5.97K - $7.19K
|
1.07K
$351K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-33- 20.25% |
$5.97K - $7.19K
|
130
$42.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
SELL
|
- |
-35- 8.31% |
$6.33K - $7.63K
|
386
$127K
|
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-37- 13.75% |
$6.7K - $8.06K
|
232
$76.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-39- 19.21% |
$7.06K - $8.5K
|
164
$54K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-40- 2.09% |
$7.24K - $8.72K
|
1.88K
$619K
|
|
|
Aug 14, 2023
Q2 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-42- 3.35% |
$7.6K - $9.15K
|
1.21K
$399K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-42- 2.43% |
$7.6K - $9.15K
|
1.68K
$555K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-43- 0.06% |
$7.78K - $9.37K
|
73.1K
$24.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-50- 0.98% |
$9.05K - $10.9K
|
5.05K
$1.66M
|
|
|
Aug 07, 2023
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-50- 0.87% |
$9.05K - $10.9K
|
5.69K
$1.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-57- 10.48% |
$10.3K - $12.4K
|
487
$160K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-60- 68.18% |
$10.9K - $13.1K
|
28
$9.22K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-63- 1.38% |
$11.4K - $13.7K
|
4.51K
$1.48M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-68- 60.18% |
$12.3K - $14.8K
|
45
$14.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-69- 11.15% |
$12.5K - $15K
|
550
$181K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-70- 2.6% |
$12.7K - $15.3K
|
2.62K
$864K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-72- 3.02% |
$13K - $15.7K
|
2.31K
$761K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-72- 3.02% |
$13K - $15.7K
|
2.31K
$761K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-74- 0.44% |
$13.4K - $16.1K
|
16.6K
$5.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-75- 0.65% |
$13.6K - $16.3K
|
11.5K
$3.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-82- 55.03% |
$14.8K - $17.9K
|
67
$22.1K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-84- 1.67% |
$15.2K - $18.3K
|
4.95K
$1.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-89- 3.15% |
$16.1K - $19.4K
|
2.74K
$901K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-89- 4.47% |
$16.1K - $19.4K
|
1.9K
$626K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-106- 19.38% |
$19.2K - $23.1K
|
441
$145K
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-109- 6.34% |
$19.7K - $23.8K
|
1.61K
$531K
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-115- 0.37% |
$20.8K - $25.1K
|
30.8K
$10.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-116- 11.5% |
$21K - $25.3K
|
893
$294K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-139- 10.08% |
$25.2K - $30.3K
|
1.24K
$408K
|
|
|
Feb 06, 2024
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-141- 2.42% |
$25.5K - $30.7K
|
5.69K
$1.88M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-142- 8.03% |
$25.7K - $30.9K
|
1.63K
$536K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-143- 38.03% |
$25.9K - $31.2K
|
233
$76.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-146- 4.07% |
$26.4K - $31.8K
|
3.44K
$1.13M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-155- 1.04% |
$28K - $33.8K
|
14.7K
$4.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-157- 14.39% |
$28.4K - $34.2K
|
934
$308K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-160- 14.64% |
$29K - $34.9K
|
933
$307K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-162- 5.04% |
$29.3K - $35.3K
|
3.05K
$1.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-165- 3.08% |
$29.9K - $36K
|
5.19K
$1.71M
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-165- 1.0% |
$29.9K - $36K
|
16.4K
$5.4M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-172- 11.28% |
$31.1K - $37.5K
|
1.35K
$446K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-174- 14.18% |
$31.5K - $37.9K
|
1.05K
$347K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-179- 5.31% |
$32.4K - $39K
|
3.19K
$1.05M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-181- 4.79% |
$32.8K - $39.4K
|
3.6K
$1.19M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-184- 11.99% |
$33.3K - $40.1K
|
1.35K
$445K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-187- 8.96% |
$33.8K - $40.7K
|
1.9K
$626K
|