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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.1K+ 5.38% |
$5.16M - $5.81M
|
394K
$130M
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
19.6KNew |
$5.03M - $5.66M
|
19.6K
$6.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
19.4KNew |
$4.97M - $5.6M
|
19.4K
$6.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
18.8K+ 17.13% |
$4.83M - $5.44M
|
129K
$42.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
17.8KNew |
$4.57M - $5.14M
|
17.8K
$5.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.8K+ 3.45% |
$4.3M - $4.85M
|
503K
$166M
|
|
|
Aug 14, 2024
Q2 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
15.8KNew |
$4.05M - $4.57M
|
15.8K
$5.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
15.7K+ 199.28% |
$4.02M - $4.53M
|
23.6K
$7.76M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
15K+ 18.57% |
$3.85M - $4.34M
|
96K
$31.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
15KNew |
$3.83M - $4.32M
|
15K
$4.92M
|
|
|
Jul 29, 2024
Q2 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
14.8K+ 41.26% |
$3.78M - $4.26M
|
50.5K
$16.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
14.7K+ 13.29% |
$3.78M - $4.26M
|
126K
$41.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
14KNew |
$3.59M - $4.04M
|
14K
$4.61M
|
|
|
Jul 19, 2024
Q2 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
13.2KNew |
$3.4M - $3.83M
|
13.2K
$4.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
12.3K+ 6.33% |
$3.17M - $3.57M
|
207K
$68.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.1K+ 122.27% |
$3.11M - $3.51M
|
22.1K
$7.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
12K+ 40.67% |
$3.09M - $3.48M
|
41.7K
$13.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
12K+ 3.94% |
$3.08M - $3.46M
|
316K
$104M
|
|
|
Jul 24, 2024
Q2 2024
|
Argent Capital Management LLC
|
BUY
|
- |
11.9K+ 366.62% |
$3.06M - $3.44M
|
15.2K
$5M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.9K+ 13.41% |
$3.05M - $3.43M
|
100K
$33.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
11.7KNew |
$3M - $3.38M
|
11.7K
$3.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.7K+ 2.62% |
$3M - $3.38M
|
459K
$151M
|
|
|
Aug 13, 2024
Q2 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
11.4KNew |
$2.93M - $3.3M
|
11.4K
$3.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
11.4K+ 3.79% |
$2.92M - $3.29M
|
312K
$103M
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
10.9KNew |
$2.81M - $3.16M
|
10.9K
$3.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10.9KNew |
$2.79M - $3.14M
|
10.9K
$3.59M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
10.5K+ 51.28% |
$2.68M - $3.02M
|
30.8K
$10.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Aviva PLC
|
BUY
|
- |
10.3K+ 14.89% |
$2.63M - $2.96M
|
79.1K
$26.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
10.2K+ 3.41% |
$2.61M - $2.94M
|
308K
$102M
|
|
|
Aug 13, 2024
Q2 2024
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
10K+ 33.03% |
$2.57M - $2.89M
|
40.3K
$13.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.89K+ 1.73% |
$2.54M - $2.86M
|
582K
$192M
|
|
|
Aug 14, 2024
Q2 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
9.5K+ 7.77% |
$2.44M - $2.74M
|
132K
$43.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.36K+ 46.84% |
$2.4M - $2.7M
|
29.3K
$9.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
9.04KNew |
$2.32M - $2.61M
|
9.04K
$2.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
8.8K+ 307.16% |
$2.26M - $2.54M
|
11.7K
$3.84M
|
|
|
Aug 12, 2024
Q2 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
7.7KNew |
$1.97M - $2.22M
|
7.7K
$2.54M
|
|
|
Aug 14, 2024
Q2 2024
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
7.63K+ 5.44% |
$1.96M - $2.2M
|
148K
$48.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
7.52KNew |
$1.93M - $2.17M
|
7.52K
$2.48M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
7.11K+ 47.85% |
$1.82M - $2.05M
|
22K
$7.24M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
6.65K+ 4.05% |
$1.7M - $1.92M
|
171K
$56.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
6.63KNew |
$1.7M - $1.91M
|
6.63K
$2.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Azora Capital LP
Miami, FL |
BUY
|
- |
6.37K+ 1.53% |
$1.63M - $1.84M
|
423K
$139M
|
|
|
Aug 14, 2024
Q2 2024
|
Palestra Capital Management LLC
New York, NY |
BUY
|
- |
6.16K+ 75.15% |
$1.58M - $1.78M
|
14.4K
$4.73M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
5.77K+ 1.35% |
$1.48M - $1.67M
|
432K
$142M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.4KNew |
$1.39M - $1.56M
|
5.4K
$1.78M
|
|
|
Aug 06, 2024
Q2 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
5.29KNew |
$1.36M - $1.53M
|
5.29K
$1.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
5.28KNew |
$1.35M - $1.52M
|
5.28K
$1.74M
|
|
|
Aug 14, 2024
Q2 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
5.23K+ 57.95% |
$1.34M - $1.51M
|
14.3K
$4.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Credit Agricole S A
|
BUY
|
- |
5.03KNew |
$1.29M - $1.45M
|
5.03K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
5KNew |
$1.28M - $1.44M
|
5K
$1.65M
|