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 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-51- 2.03% |
$13.1K - $14.7K
|
2.47K
$795K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-54- 5.66% |
$13.8K - $15.6K
|
900
$290K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-56- 1.13% |
$14.4K - $16.2K
|
4.88K
$1.57M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-63- 28.25% |
$16.2K - $18.2K
|
160
$51.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-63- 6.55% |
$16.2K - $18.2K
|
899
$290K
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-68- 0.59% |
$17.4K - $19.6K
|
11.6K
$3.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-70- 0.69% |
$17.9K - $20.2K
|
10K
$3.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-71- 18.39% |
$18.2K - $20.5K
|
315
$101K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-76- 2.5% |
$19.5K - $22K
|
2.96K
$953K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-77- 20.92% |
$19.7K - $22.2K
|
291
$93.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Heron Bay Capital Management
|
SELL
|
- |
-84- 0.09% |
$21.5K - $24.3K
|
89.8K
$28.9M
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-88- 6.72% |
$22.6K - $25.4K
|
1.22K
$394K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-95- 6.73% |
$24.4K - $27.4K
|
1.32K
$424K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-95- 0.58% |
$24.4K - $27.4K
|
16.4K
$5.27M
|
|
|
Jul 18, 2024
Q2 2024
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-100- 0.72% |
$25.6K - $28.9K
|
13.7K
$4.42M
|
|
|
Aug 05, 2024
Q2 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-100- 0.61% |
$25.6K - $28.9K
|
16.2K
$5.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Brant Point Investment Management LLC
New York, NY |
SELL
|
- |
-100- 0.29% |
$25.6K - $28.9K
|
34.4K
$11.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-114- 2.29% |
$29.2K - $32.9K
|
4.87K
$1.57M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-116- 10.41% |
$29.7K - $33.5K
|
998
$321K
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-117- 7.2% |
$30K - $33.8K
|
1.51K
$486K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-126- 8.07% |
$32.3K - $36.4K
|
1.44K
$462K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-128- 6.87% |
$32.8K - $37K
|
1.73K
$558K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
SELL
|
- |
-130- 92.86% |
$33.3K - $37.5K
|
10
$3.22K
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
SELL
|
- |
-135- 1.0% |
$34.6K - $39K
|
13.3K
$4.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-148- 0.27% |
$37.9K - $42.7K
|
54.3K
$17.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-150- 6.78% |
$38.5K - $43.3K
|
2.06K
$664K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-150- 8.97% |
$38.5K - $43.3K
|
1.52K
$490K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-169- 0.59% |
$43.3K - $48.8K
|
28.4K
$9.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-182- 0.62% |
$46.7K - $52.6K
|
29K
$9.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-186- 1.54% |
$47.7K - $53.7K
|
11.9K
$3.83M
|
|
|
Jul 23, 2024
Q2 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-200- 1.69% |
$51.3K - $57.8K
|
11.6K
$3.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-203- 3.56% |
$52.1K - $58.6K
|
5.5K
$1.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-215- 5.42% |
$55.1K - $62.1K
|
3.75K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-227- 3.85% |
$58.2K - $65.6K
|
5.68K
$1.83M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-228- 11.75% |
$58.5K - $65.9K
|
1.71K
$551K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-234- 23.85% |
$60K - $67.6K
|
747
$241K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-243- 7.54% |
$62.3K - $70.2K
|
2.98K
$960K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-250- 7.31% |
$64.1K - $72.2K
|
3.17K
$1.02M
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-252- 0.47% |
$64.6K - $72.8K
|
53.4K
$17.2M
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-259- 18.06% |
$66.4K - $74.8K
|
1.18K
$378K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-280- 18.67% |
$71.8K - $80.9K
|
1.22K
$393K
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-300- 17.65% |
$76.9K - $86.6K
|
1.4K
$451K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-303- 11.32% |
$77.7K - $87.5K
|
2.37K
$765K
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-330- 10.35% |
$84.6K - $95.3K
|
2.86K
$920K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
SELL
|
- |
-346- 1.66% |
$88.7K - $99.9K
|
20.5K
$6.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-350- 0.77% |
$89.7K - $101K
|
45.3K
$14.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-366- 0.81% |
$93.8K - $106K
|
44.6K
$14.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-382- 2.53% |
$97.9K - $110K
|
14.7K
$4.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-403- 4.97% |
$103K - $116K
|
7.7K
$2.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-433- 7.22% |
$111K - $125K
|
5.56K
$1.79M
|