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 |
|---|---|---|---|---|---|---|---|
|
Dec 19, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.35K- 2.74% |
$243K - $293K
|
47.7K
$15.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.4K- 46.67% |
$253K - $305K
|
1.6K
$527K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.44K- 19.73% |
$260K - $313K
|
5.84K
$1.93M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.47K- 4.29% |
$265K - $319K
|
32.7K
$10.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.54K- 53.07% |
$278K - $335K
|
1.36K
$448K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.61K- 6.28% |
$290K - $350K
|
23.9K
$7.89M
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-1.68K- 7.28% |
$305K - $367K
|
21.5K
$7.07M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.76K- 48.6% |
$318K - $383K
|
1.86K
$612K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.76K- 17.29% |
$318K - $383K
|
8.41K
$2.77M
|
|
|
Aug 04, 2023
Q2 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-1.85K- 1.08% |
$334K - $402K
|
169K
$55.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-2K- 5.08% |
$362K - $436K
|
37.4K
$12.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-2.02K- 24.7% |
$366K - $441K
|
6.17K
$2.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-2.15K- 4.69% |
$390K - $469K
|
43.8K
$14.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-2.27K- 91.39% |
$411K - $495K
|
214
$70.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-2.3K- 21.5% |
$416K - $501K
|
8.4K
$2.77M
|
|
|
Aug 11, 2023
Q2 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-2.32K- 2.43% |
$421K - $506K
|
93.3K
$30.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.5K- 68.72% |
$452K - $544K
|
1.14K
$374K
|
|
|
Aug 02, 2023
Q2 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.53K- 23.99% |
$458K - $552K
|
8.02K
$2.64M
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.54K- 43.08% |
$460K - $554K
|
3.36K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-2.55K- 5.87% |
$462K - $556K
|
40.9K
$13.5M
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.57K- 2.9% |
$465K - $560K
|
86K
$28.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Tredje Ap Fonden
|
SELL
|
- |
-2.69K- 15.93% |
$486K - $586K
|
14.2K
$4.67M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.73K- 92.95% |
$494K - $595K
|
207
$68.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.73K- 38.7% |
$495K - $596K
|
4.33K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-2.83K- 8.62% |
$512K - $616K
|
30K
$9.87M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-2.83K- 31.89% |
$512K - $616K
|
6.04K
$1.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-2.9K- 39.96% |
$524K - $631K
|
4.36K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-2.9K- 39.74% |
$525K - $632K
|
4.4K
$1.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Brant Point Investment Management LLC
New York, NY |
SELL
|
- |
-3.11K- 6.96% |
$562K - $677K
|
41.6K
$13.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-3.2K- 14.5% |
$579K - $697K
|
18.9K
$6.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Thornburg Investment Management Inc
|
SELL
|
- |
-3.22K- 4.27% |
$583K - $703K
|
72.4K
$23.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-3.23K- 97.88% |
$585K - $704K
|
70
$23.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.32K- 49.92% |
$601K - $724K
|
3.33K
$1.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-4.09K- 28.74% |
$741K - $892K
|
10.1K
$3.34M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.19K- 38.85% |
$759K - $914K
|
6.6K
$2.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-4.2K- 44.68% |
$760K - $915K
|
5.2K
$1.71M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-4.31K- 60.34% |
$780K - $940K
|
2.83K
$934K
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-4.57K- 65.02% |
$826K - $995K
|
2.46K
$809K
|
|
|
Aug 14, 2023
Q2 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-4.58K- 39.05% |
$829K - $999K
|
7.16K
$2.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-4.64K- 59.77% |
$839K - $1.01M
|
3.12K
$1.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-4.69K- 8.55% |
$848K - $1.02M
|
50.2K
$16.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.95K- 96.27% |
$896K - $1.08M
|
192
$63.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-5.01K- 26.9% |
$906K - $1.09M
|
13.6K
$4.48M
|
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-5.13K- 3.85% |
$929K - $1.12M
|
128K
$42.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-5.17K- 38.12% |
$936K - $1.13M
|
8.4K
$2.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.27K- 0.42% |
$953K - $1.15M
|
1.24M
$409M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.27K- 2.63% |
$954K - $1.15M
|
195K
$64.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-5.3K- 43.8% |
$959K - $1.16M
|
6.8K
$2.24M
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-5.33K- 51.62% |
$964K - $1.16M
|
5K
$1.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-5.39K- 54.09% |
$975K - $1.17M
|
4.57K
$1.51M
|