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 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
725New |
$186K - $209K
|
725
$239K
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
689+ 2.71% |
$177K - $199K
|
26.1K
$8.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
689+ 20.42% |
$177K - $199K
|
4.06K
$1.34M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
683+ 1.53% |
$175K - $197K
|
45.3K
$14.9M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
664+ 8.62% |
$170K - $192K
|
8.37K
$2.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
645+ 4.18% |
$165K - $186K
|
16.1K
$5.29M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
638+ 5.7% |
$164K - $184K
|
11.8K
$3.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
631+ 7.9% |
$162K - $182K
|
8.61K
$2.84M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
624+ 44.64% |
$160K - $180K
|
2.02K
$666K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
624+ 8.5% |
$160K - $180K
|
7.96K
$2.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
588+ 40.89% |
$151K - $170K
|
2.03K
$667K
|
|
|
Jul 22, 2024
Q2 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
586+ 8.82% |
$150K - $169K
|
7.23K
$2.38M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
586+ 14.69% |
$150K - $169K
|
4.57K
$1.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
574+ 3.1% |
$147K - $166K
|
19.1K
$6.29M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
567+ 9450.0% |
$145K - $164K
|
573
$189K
|
|
|
Aug 13, 2024
Q2 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
547+ 46.83% |
$140K - $158K
|
1.72K
$565K
|
|
|
Aug 02, 2024
Q2 2024
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
522+ 51.23% |
$134K - $151K
|
1.54K
$508K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
513+ 6.95% |
$132K - $148K
|
7.9K
$2.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
500+ 45.45% |
$128K - $144K
|
1.6K
$527K
|
|
|
Aug 13, 2024
Q2 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
500+ 17.86% |
$128K - $144K
|
3.3K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
493+ 18.55% |
$126K - $142K
|
3.15K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
480+ 62.66% |
$123K - $139K
|
1.25K
$410K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
478+ 58.08% |
$123K - $138K
|
1.3K
$429K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
458+ 1.31% |
$117K - $132K
|
35.4K
$11.7M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
450New |
$115K - $130K
|
450
$148K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
408+ 9.39% |
$105K - $118K
|
4.76K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
400+ 31.72% |
$103K - $116K
|
1.66K
$547K
|
|
|
Aug 06, 2024
Q2 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
398+ 7.72% |
$102K - $115K
|
5.55K
$1.83M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
358+ 281.89% |
$91.8K - $103K
|
485
$160K
|
|
|
Jul 10, 2024
Q2 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
348+ 0.24% |
$89.2K - $101K
|
147K
$48.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
344+ 10.6% |
$88.2K - $99.4K
|
3.59K
$1.18M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
312+ 11.72% |
$80K - $90.1K
|
2.97K
$980K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
301+ 4.42% |
$77.2K - $86.9K
|
7.11K
$2.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
300+ 7.81% |
$76.9K - $86.6K
|
4.14K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
300+ 1.93% |
$76.9K - $86.6K
|
15.8K
$5.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
278+ 2.67% |
$71.3K - $80.3K
|
10.7K
$3.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
273+ 7.56% |
$70K - $78.8K
|
3.88K
$1.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
267+ 8.1% |
$68.5K - $77.1K
|
3.57K
$1.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
262+ 170.13% |
$67.2K - $75.7K
|
416
$137K
|
|
|
Aug 08, 2024
Q2 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
262+ 4.46% |
$67.2K - $75.7K
|
6.13K
$2.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
BUY
|
- |
255+ 2.79% |
$65.4K - $73.6K
|
9.41K
$3.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
210+ 12.26% |
$53.8K - $60.7K
|
1.92K
$633K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
208+ 4.94% |
$53.3K - $60.1K
|
4.42K
$1.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
206+ 11.8% |
$52.8K - $59.5K
|
1.95K
$643K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
205+ 5.91% |
$52.6K - $59.2K
|
3.67K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
201+ 4.38% |
$51.5K - $58.1K
|
4.79K
$1.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
197+ 3.6% |
$50.5K - $56.9K
|
5.67K
$1.87M
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
191+ 616.13% |
$49K - $55.2K
|
222
$73.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
175+ 15.03% |
$44.9K - $50.5K
|
1.34K
$441K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
174+ 2.73% |
$44.6K - $50.3K
|
6.54K
$2.15M
|