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 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4.96KNew |
$1.27M - $1.43M
|
4.96K
$1.63M
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.84K+ 115.88% |
$1.24M - $1.4M
|
9.01K
$2.97M
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
4.79K+ 100.1% |
$1.23M - $1.38M
|
9.58K
$3.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
4.78K+ 12.16% |
$1.23M - $1.38M
|
44.1K
$14.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.55K+ 37.32% |
$1.17M - $1.31M
|
16.7K
$5.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
4.47K+ 13.12% |
$1.15M - $1.29M
|
38.5K
$12.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
4.36K+ 568.97% |
$1.12M - $1.26M
|
5.13K
$1.69M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
4.34K+ 13.64% |
$1.11M - $1.25M
|
36.1K
$11.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.76K+ 345.81% |
$964K - $1.09M
|
4.85K
$1.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.74KNew |
$959K - $1.08M
|
3.74K
$1.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
3.73K+ 8.82% |
$955K - $1.08M
|
46K
$15.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.72K+ 67.41% |
$954K - $1.07M
|
9.24K
$3.04M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.64K+ 6.51% |
$934K - $1.05M
|
59.6K
$19.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Bamco Inc
New York, NY |
BUY
|
- |
3.6K+ 2.95% |
$924K - $1.04M
|
126K
$41.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
3.57KNew |
$915K - $1.03M
|
3.57K
$1.17M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.39K+ 8.52% |
$869K - $979K
|
43.2K
$14.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
3.34KNew |
$855K - $964K
|
3.34K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.28K+ 2.32% |
$842K - $948K
|
145K
$47.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.17K+ 6.41% |
$814K - $916K
|
52.6K
$17.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
3.11KNew |
$796K - $897K
|
3.11K
$1.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
3.1KNew |
$796K - $896K
|
3.1K
$1.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
3.01KNew |
$773K - $871K
|
3.01K
$993K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
2.98KNew |
$764K - $861K
|
2.98K
$982K
|
|
|
Aug 13, 2024
Q2 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
2.98K+ 244.54% |
$763K - $860K
|
4.19K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.93K+ 188.98% |
$752K - $847K
|
4.49K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
2.91KNew |
$747K - $841K
|
2.91K
$959K
|
|
|
Aug 14, 2024
Q2 2024
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
2.9K+ 208.33% |
$744K - $838K
|
4.29K
$1.41M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.88KNew |
$737K - $831K
|
2.88K
$947K
|
|
|
Aug 14, 2024
Q2 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
2.86K+ 27.81% |
$733K - $826K
|
13.1K
$4.33M
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2.85K+ 275.82% |
$731K - $824K
|
3.89K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
2.73K+ 33.59% |
$699K - $788K
|
10.9K
$3.57M
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
2.7K+ 541.88% |
$693K - $781K
|
3.2K
$1.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
2.62KNew |
$672K - $757K
|
2.62K
$863K
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
2.62K+ 23.85% |
$671K - $756K
|
13.6K
$4.47M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
2.5KNew |
$641K - $722K
|
2.5K
$824K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
2.5K+ 6.06% |
$641K - $721K
|
43.7K
$14.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.48KNew |
$636K - $717K
|
2.48K
$817K
|
|
|
Aug 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
2.47K+ 160.93% |
$633K - $713K
|
4K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
2.41KNew |
$618K - $696K
|
2.41K
$794K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.31K+ 149.55% |
$592K - $667K
|
3.85K
$1.27M
|
|
|
Aug 05, 2024
Q2 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
2.3KNew |
$589K - $663K
|
2.3K
$757K
|
|
|
Nov 08, 2024
Q2 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
2.3KNew |
$589K - $663K
|
2.3K
$757K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.18K+ 18.68% |
$559K - $629K
|
13.8K
$4.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.14K+ 26.28% |
$548K - $617K
|
10.3K
$3.38M
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.08K+ 24.66% |
$534K - $601K
|
10.5K
$3.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.07KNew |
$530K - $597K
|
2.07K
$681K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.06K+ 48.62% |
$528K - $595K
|
6.3K
$2.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.05K+ 5.91% |
$526K - $592K
|
36.8K
$12.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
BUY
|
- |
2KNew |
$513K - $578K
|
2K
$659K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.91K+ 15.94% |
$490K - $552K
|
13.9K
$4.58M
|