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 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
170+ 7.64% |
$43.6K - $49.1K
|
2.4K
$789K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
167+ 16.09% |
$42.8K - $48.2K
|
1.21K
$397K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
160+ 1.04% |
$41K - $46.2K
|
15.5K
$5.11M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
156New |
$40K - $45.1K
|
156
$51.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
156+ 18.44% |
$40K - $45.1K
|
1K
$330K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
148+ 5.31% |
$37.9K - $42.7K
|
2.94K
$967K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
144+ 177.78% |
$36.9K - $41.6K
|
225
$74.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
141+ 12.16% |
$36.2K - $40.7K
|
1.3K
$429K
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
140+ 5.39% |
$35.9K - $40.4K
|
2.74K
$901K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
114+ 14.73% |
$29.2K - $32.9K
|
888
$293K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
109+ 1.67% |
$27.9K - $31.5K
|
6.65K
$2.19M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
108+ 9.85% |
$27.7K - $31.2K
|
1.21K
$397K
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
107+ 1.6% |
$27.4K - $30.9K
|
6.79K
$2.24M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
105+ 0.89% |
$26.9K - $30.3K
|
11.9K
$3.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
102+ 45.33% |
$26.2K - $29.5K
|
327
$108K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
101+ 360.71% |
$25.9K - $29.2K
|
129
$42.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
100New |
$25.6K - $28.9K
|
100
$32.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
100+ 0.81% |
$25.6K - $28.9K
|
12.5K
$4.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
98+ 2.53% |
$25.1K - $28.3K
|
3.97K
$1.31M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
93+ 0.44% |
$23.8K - $26.9K
|
21.3K
$7.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
93+ 1.8% |
$23.8K - $26.9K
|
5.27K
$1.74M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
90New |
$23.1K - $26K
|
90
$29.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
86+ 1.84% |
$22.1K - $24.8K
|
4.76K
$1.57M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
82+ 5.86% |
$21K - $23.7K
|
1.48K
$488K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
80+ 5.05% |
$20.5K - $23.1K
|
1.67K
$548K
|
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
80+ 0.53% |
$20.5K - $23.1K
|
15.2K
$5M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
78+ 56.52% |
$20K - $22.5K
|
216
$71.2K
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
78+ 2.53% |
$20K - $22.5K
|
3.16K
$1.04M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
78+ 14.55% |
$20K - $22.5K
|
614
$202K
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
77+ 5.33% |
$19.7K - $22.2K
|
1.52K
$501K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
76+ 6.69% |
$19.5K - $22K
|
1.21K
$399K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
74+ 0.95% |
$19K - $21.4K
|
7.88K
$2.59M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
71+ 9.03% |
$18.2K - $20.5K
|
857
$282K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
69+ 12.06% |
$17.7K - $19.9K
|
641
$211K
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
64+ 0.78% |
$16.4K - $18.5K
|
8.23K
$2.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
62+ 0.7% |
$15.9K - $17.9K
|
8.89K
$2.93M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
61+ 762.5% |
$15.6K - $17.6K
|
69
$22.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
61+ 3.97% |
$15.6K - $17.6K
|
1.6K
$526K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
60+ 2.36% |
$15.4K - $17.3K
|
2.6K
$856K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
60New |
$15.4K - $17.3K
|
60
$19.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
59+ 10.14% |
$15.1K - $17K
|
641
$211K
|
|
|
Aug 14, 2024
Q2 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
58+ 3.42% |
$14.9K - $16.8K
|
1.76K
$578K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
56+ 9.89% |
$14.4K - $16.2K
|
622
$205K
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
56+ 0.96% |
$14.4K - $16.2K
|
5.86K
$1.93M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
56+ 74.67% |
$14.4K - $16.2K
|
131
$43.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
56+ 1.65% |
$14.4K - $16.2K
|
3.46K
$1.14M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
50+ 3.78% |
$12.8K - $14.4K
|
1.37K
$452K
|
|
|
Aug 13, 2024
Q2 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
48+ 51.61% |
$12.3K - $13.9K
|
141
$46.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
46+ 33.82% |
$11.8K - $13.3K
|
182
$60K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
43New |
$11K - $12.4K
|
43
$14.2K
|