Purchases and Sales Made in Q3 2021 in Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2021
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
725KNew |
$92.5M - $117M
|
725K
$239M
|
|
|
Nov 12, 2021
Q3 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
491K+ 102.77% |
$62.6M - $79.1M
|
969K
$319M
|
|
|
Nov 12, 2021
Q3 2021
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
398KNew |
$50.8M - $64.1M
|
398K
$131M
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
360K+ 233.66% |
$45.9M - $57.9M
|
514K
$169M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
355K+ 31.64% |
$45.3M - $57.2M
|
1.48M
$487M
|
|
|
Nov 15, 2021
Q3 2021
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
329K+ 173.64% |
$42M - $53M
|
518K
$171M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
321KNew |
$40.9M - $51.6M
|
321K
$106M
|
|
|
Nov 15, 2021
Q3 2021
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
268K+ 51.96% |
$34.3M - $43.3M
|
785K
$259M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
252KNew |
$32.2M - $40.7M
|
252K
$83.1M
|
|
|
Nov 02, 2021
Q3 2021
|
Victory Capital Management Inc
|
BUY
|
- |
206K+ 28.59% |
$26.3M - $33.3M
|
929K
$306M
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
203K+ 32.54% |
$25.9M - $32.7M
|
827K
$272M
|
|
|
Nov 12, 2021
Q3 2021
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
191K+ 19.42% |
$24.4M - $30.8M
|
1.18M
$388M
|
|
|
Nov 15, 2021
Q3 2021
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
187KNew |
$23.9M - $30.2M
|
187K
$61.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
182K+ 16.76% |
$23.2M - $29.3M
|
1.27M
$418M
|
|
|
Nov 15, 2021
Q3 2021
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
169KNew |
$21.5M - $27.2M
|
169K
$55.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
160K+ 5.57% |
$20.4M - $25.7M
|
3.03M
$998M
|
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
150K+ 7.01% |
$19.2M - $24.2M
|
2.3M
$757M
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
103K+ 47.03% |
$13.1M - $16.6M
|
322K
$106M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
95.7K+ 23.92% |
$12.2M - $15.4M
|
496K
$163M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
92.6KNew |
$11.8M - $14.9M
|
92.6K
$30.5M
|
|
|
Nov 01, 2021
Q3 2021
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
89.8K+ 102.26% |
$11.5M - $14.5M
|
178K
$58.5M
|
|
|
Oct 25, 2021
Q3 2021
|
New York State Teachers Retirement System
|
BUY
|
- |
75.6KNew |
$9.64M - $12.2M
|
75.6K
$24.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
70.6K+ 3.78% |
$9.01M - $11.4M
|
1.94M
$638M
|
|
|
Nov 12, 2021
Q3 2021
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
65K+ 6654.82% |
$8.29M - $10.5M
|
65.9K
$21.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Castle Ark Alternatives, LLC
Chicago, IL |
BUY
|
- |
64.1KNew |
$8.17M - $10.3M
|
64.1K
$21.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
61.1KNew |
$7.79M - $9.84M
|
61.1K
$20.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
54.6K+ 2.15% |
$6.97M - $8.8M
|
2.6M
$857M
|
|
|
Nov 02, 2021
Q3 2021
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
48.4KNew |
$6.17M - $7.8M
|
48.4K
$15.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
48.2K+ 90.11% |
$6.15M - $7.76M
|
102K
$33.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
46.5KNew |
$5.93M - $7.49M
|
46.5K
$15.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
44.1K+ 26.06% |
$5.62M - $7.1M
|
213K
$70.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Engle Capital Management, L.P.
Greenwich, CT |
BUY
|
- |
43K+ 8.32% |
$5.49M - $6.93M
|
560K
$184M
|
|
|
Oct 26, 2021
Q3 2021
|
Community Trust & Investment CO
|
BUY
|
- |
41.3KNew |
$5.27M - $6.66M
|
41.3K
$13.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
41.1KNew |
$5.24M - $6.62M
|
41.1K
$13.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
41.1K+ 285.56% |
$5.24M - $6.62M
|
55.5K
$18.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
36.1K+ 112.11% |
$4.61M - $5.82M
|
68.3K
$22.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
35.4K+ 4.84% |
$4.51M - $5.7M
|
765K
$252M
|
|
|
Nov 15, 2021
Q3 2021
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
29.9K+ 4.31% |
$3.81M - $4.82M
|
724K
$238M
|
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
28.7K+ 21.6% |
$3.66M - $4.62M
|
162K
$53.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Man Group PLC
London, X0 |
BUY
|
- |
26K+ 21.77% |
$3.32M - $4.2M
|
146K
$48M
|
|
|
Nov 12, 2021
Q3 2021
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
- |
25.2K+ 63.02% |
$3.22M - $4.06M
|
65.2K
$21.5M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$3.19M - $4.03M
|
25K
$8.23M
|
|
|
Nov 10, 2021
Q3 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
23.3K+ 15.7% |
$2.97M - $3.75M
|
171K
$56.5M
|
|
|
Nov 05, 2021
Q3 2021
|
Distillate Capital Partners LLC
|
BUY
|
- |
21.9KNew |
$2.79M - $3.52M
|
21.9K
$7.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
21.9KNew |
$2.79M - $3.52M
|
21.9K
$7.2M
|
|
|
Nov 02, 2021
Q3 2021
|
New York State Common Retirement Fund
|
BUY
|
- |
18.9K+ 10.51% |
$2.41M - $3.04M
|
198K
$65.3M
|
|
|
Oct 18, 2021
Q3 2021
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
18.3K+ 25.11% |
$2.33M - $2.95M
|
91.2K
$30M
|
|
|
Nov 10, 2021
Q3 2021
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
18.2K+ 114.65% |
$2.33M - $2.94M
|
34.1K
$11.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
16.7K+ 2.77% |
$2.14M - $2.7M
|
621K
$205M
|
|
|
Oct 26, 2021
Q3 2021
|
Calamos Advisors LLC
|
BUY
|
- |
16K+ 21.13% |
$2.04M - $2.58M
|
91.8K
$30.2M
|