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 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.4K+ 14.78% |
$1.96M - $2.48M
|
119K
$39.3M
|
|
|
Nov 08, 2021
Q3 2021
|
Sovarnum Capital L.P.
New York, NY |
BUY
|
- |
15KNew |
$1.91M - $2.42M
|
15K
$4.94M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.6K+ 695.89% |
$1.86M - $2.35M
|
16.7K
$5.49M
|
|
|
Nov 08, 2021
Q3 2021
|
Russell Investments Group, Ltd.
|
BUY
|
- |
14.3K+ 29.85% |
$1.83M - $2.31M
|
62.4K
$20.5M
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
14.2K+ 2.26% |
$1.81M - $2.28M
|
641K
$211M
|
|
|
Nov 15, 2021
Q3 2021
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
13.4KNew |
$1.71M - $2.16M
|
13.4K
$4.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
13K+ 441.65% |
$1.65M - $2.09M
|
15.9K
$5.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
11.6KNew |
$1.49M - $1.88M
|
11.6K
$3.83M
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
10.9K+ 16.75% |
$1.39M - $1.76M
|
76.1K
$25.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
10.6K+ 236.57% |
$1.35M - $1.7M
|
15K
$4.95M
|
|
|
Oct 27, 2021
Q3 2021
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
10.2K+ 1.85% |
$1.3M - $1.64M
|
561K
$185M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.82K+ 9.37% |
$1.25M - $1.58M
|
115K
$37.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.73K+ 20.46% |
$1.24M - $1.57M
|
57.3K
$18.9M
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.69KNew |
$1.24M - $1.56M
|
9.69K
$3.19M
|
|
|
Oct 26, 2021
Q3 2021
|
Artemis Investment Management LLP
|
BUY
|
- |
9.6K+ 1.41% |
$1.22M - $1.55M
|
690K
$227M
|
|
|
Nov 12, 2021
Q3 2021
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
7.73K+ 168.29% |
$986K - $1.25M
|
12.3K
$4.06M
|
|
|
Oct 27, 2021
Q3 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
7.15KNew |
$912K - $1.15M
|
7.15K
$2.35M
|
|
|
Nov 12, 2021
Q3 2021
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
7.12K+ 27.97% |
$909K - $1.15M
|
32.6K
$10.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
6.7K+ 0.68% |
$855K - $1.08M
|
995K
$328M
|
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
6.55K+ 28.78% |
$835K - $1.05M
|
29.3K
$9.65M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.23K+ 0.25% |
$795K - $1M
|
2.52M
$830M
|
|
|
Nov 15, 2021
Q3 2021
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
6.06K+ 241.11% |
$773K - $976K
|
8.57K
$2.82M
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.01K+ 55.25% |
$767K - $969K
|
16.9K
$5.57M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.84K+ 6.11% |
$745K - $941K
|
101K
$33.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
5.4KNew |
$689K - $870K
|
5.4K
$1.78M
|
|
|
Jun 21, 2023
Q3 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
5.34KNew |
$681K - $860K
|
5.34K
$1.76M
|
|
|
Oct 08, 2021
Q3 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
5.12K+ 19.29% |
$653K - $825K
|
31.7K
$10.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
5.1KNew |
$650K - $821K
|
5.1K
$1.68M
|
|
|
Nov 12, 2021
Q3 2021
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
5.04KNew |
$644K - $813K
|
5.04K
$1.66M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.61K+ 3.87% |
$588K - $743K
|
124K
$40.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.6K+ 10.77% |
$587K - $741K
|
47.3K
$15.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.41K+ 55.49% |
$563K - $711K
|
12.4K
$4.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
4.31KNew |
$550K - $694K
|
4.31K
$1.42M
|
|
|
Nov 15, 2021
Q3 2021
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
4.24K+ 13.92% |
$540K - $682K
|
34.7K
$11.4M
|
|
|
Nov 16, 2021
Q3 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
4.01K+ 1525.1% |
$512K - $646K
|
4.27K
$1.41M
|
|
|
Oct 12, 2021
Q3 2021
|
Fcf Advisors LLC
|
BUY
|
- |
3.63K+ 84.61% |
$464K - $586K
|
7.93K
$2.61M
|
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.56KNew |
$455K - $574K
|
3.56K
$1.17M
|
|
|
Nov 04, 2021
Q3 2021
|
Cookson Peirce & CO Inc
|
BUY
|
- |
3.53K+ 2.47% |
$451K - $569K
|
146K
$48.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.53K+ 145.95% |
$450K - $569K
|
5.95K
$1.96M
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3.47K+ 5876.27% |
$442K - $559K
|
3.53K
$1.16M
|
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
3.45KNew |
$440K - $556K
|
3.45K
$1.14M
|
|
|
Nov 15, 2021
Q3 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.32K+ 18.75% |
$424K - $535K
|
21K
$6.93M
|
|
|
Nov 05, 2021
Q3 2021
|
O'Shares Investment Advisers, LLC
|
BUY
|
- |
3.29KNew |
$420K - $531K
|
3.29K
$1.09M
|
|
|
Nov 04, 2021
Q3 2021
|
Versor Investments LP
|
BUY
|
- |
3.07K+ 108.11% |
$391K - $494K
|
5.9K
$1.94M
|
|
|
Nov 16, 2021
Q3 2021
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
3.03K+ 5.34% |
$387K - $489K
|
59.8K
$19.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
3.01K+ 9.3% |
$384K - $484K
|
35.3K
$11.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.99K+ 11.03% |
$381K - $481K
|
30.1K
$9.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.94KNew |
$375K - $473K
|
2.94K
$967K
|
|
|
Nov 15, 2021
Q3 2021
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.87K+ 3.94% |
$366K - $462K
|
75.8K
$25M
|
|
|
Nov 12, 2021
Q3 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.57K+ 160.79% |
$328K - $414K
|
4.17K
$1.37M
|