Purchases and Sales Made in Q2 2024 in Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA) during Q2 2024. 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 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-37.7K- 66.06% |
$9.67M - $10.9M
|
19.4K
$6.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-41.6K- 5.99% |
$10.7M - $12M
|
653K
$215M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-42.4K- 19.34% |
$10.9M - $12.3M
|
177K
$58.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
SELL
|
- |
-43.4K- 77.96% |
$11.1M - $12.5M
|
12.3K
$4.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-56.3K- 29.01% |
$14.4M - $16.3M
|
138K
$45.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-57.3K- 17.34% |
$14.7M - $16.5M
|
273K
$90M
|
|
|
Aug 12, 2024
Q2 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-58.4K- 36.39% |
$15M - $16.9M
|
102K
$33.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-59.9K- 20.87% |
$15.4M - $17.3M
|
227K
$74.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-66.1K- 38.53% |
$16.9M - $19.1M
|
105K
$34.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Eminence Capital, LP
New York, NY |
SELL
|
- |
-66.6K- 9.05% |
$17.1M - $19.2M
|
669K
$220M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-68.6K- 72.93% |
$17.6M - $19.8M
|
25.5K
$8.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-77.6K- 31.54% |
$19.9M - $22.4M
|
168K
$55.5M
|
|
|
Aug 14, 2024
Q2 2024
|
North Peak Capital Management, LLC
New York, NY |
SELL
|
- |
-83.1K- 27.01% |
$21.3M - $24M
|
225K
$74M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-94.4K- 55.46% |
$24.2M - $27.3M
|
75.8K
$25M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-118K- 98.66% |
$30.3M - $34.1M
|
1.6K
$528K
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-132K- 45.02% |
$34M - $38.3M
|
162K
$53.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-161K- 62.82% |
$41.3M - $46.5M
|
95.4K
$31.4M
|
|
|
Sep 04, 2024
Q2 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-179K- 58.08% |
$45.9M - $51.7M
|
129K
$42.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-180K- 52.88% |
$46.2M - $52M
|
160K
$52.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-195K- 30.53% |
$49.9M - $56.2M
|
443K
$146M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Asset Management Inc
|
SELL
|
- |
-222K- 20.16% |
$57M - $64.3M
|
881K
$290M
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-275K- 11.58% |
$70.5M - $79.4M
|
2.1M
$692M
|
|
|
Aug 13, 2024
Q2 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-281K- 30.3% |
$72.1M - $81.2M
|
646K
$213M
|
|
|
Aug 14, 2024
Q2 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-341K- 25.56% |
$87.4M - $98.4M
|
993K
$327M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-450K- 47.53% |
$115M - $130M
|
496K
$164M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-775K- 12.74% |
$199M - $224M
|
5.3M
$1.75B
|