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 15, 2021
Q3 2021
|
Advisor Os, LLC
|
BUY
|
- |
621+ 18.78% |
$79.2K - $100K
|
3.93K
$1.29M
|
|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
568+ 0.31% |
$72.5K - $91.5K
|
181K
$59.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Heron Bay Capital Management
|
BUY
|
- |
512+ 3.83% |
$65.3K - $82.5K
|
13.9K
$4.57M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
503+ 359.29% |
$64.2K - $81K
|
643
$212K
|
|
|
Nov 04, 2021
Q3 2021
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
500+ 3.29% |
$63.8K - $80.6K
|
15.7K
$5.17M
|
|
|
Nov 12, 2021
Q3 2021
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
493+ 0.24% |
$62.9K - $79.4K
|
205K
$67.7M
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
478+ 14.35% |
$61K - $77K
|
3.81K
$1.26M
|
|
|
Nov 12, 2021
Q3 2021
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
469+ 4.93% |
$59.8K - $75.6K
|
9.98K
$3.29M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
419New |
$53.5K - $67.5K
|
419
$138K
|
|
|
Nov 15, 2021
Q3 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
406+ 18.12% |
$51.8K - $65.4K
|
2.65K
$872K
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Mar Capital Management, LLC
Miami, FL |
BUY
|
- |
385+ 0.39% |
$49.1K - $62K
|
100K
$33.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
330+ 43.71% |
$42.1K - $53.2K
|
1.09K
$357K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
316+ 410.39% |
$40.3K - $50.9K
|
393
$129K
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
BUY
|
- |
303+ 12.92% |
$38.7K - $48.8K
|
2.65K
$873K
|
|
|
Nov 15, 2021
Q3 2021
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
290+ 36.94% |
$37K - $46.7K
|
1.08K
$354K
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
274+ 1.33% |
$35K - $44.1K
|
20.8K
$6.86M
|
|
|
Nov 15, 2021
Q3 2021
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
271+ 13.52% |
$34.6K - $43.7K
|
2.28K
$749K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
263+ 0.06% |
$33.6K - $42.4K
|
429K
$141M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
255+ 22.69% |
$32.5K - $41.1K
|
1.38K
$454K
|
|
|
Nov 10, 2021
Q3 2021
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
250+ 35.71% |
$31.9K - $40.3K
|
950
$313K
|
|
|
Nov 15, 2021
Q3 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
223+ 14.14% |
$28.5K - $35.9K
|
1.8K
$593K
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
218+ 3.4% |
$27.8K - $35.1K
|
6.63K
$2.18M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
216+ 9.94% |
$27.6K - $34.8K
|
2.39K
$787K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
212+ 135.9% |
$27K - $34.2K
|
368
$121K
|
|
|
Nov 12, 2021
Q3 2021
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
204New |
$26K - $32.9K
|
204
$67.2K
|
|
|
Oct 21, 2021
Q3 2021
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
200+ 3.13% |
$25.5K - $32.2K
|
6.6K
$2.17M
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
168+ 15.33% |
$21.4K - $27.1K
|
1.26K
$416K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
164+ 46.2% |
$20.9K - $26.4K
|
519
$171K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
162+ 2.17% |
$20.7K - $26.1K
|
7.64K
$2.52M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
162+ 10.04% |
$20.7K - $26.1K
|
1.78K
$585K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
161+ 0.77% |
$20.5K - $25.9K
|
21.1K
$6.95M
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
158+ 831.58% |
$20.2K - $25.5K
|
177
$58.3K
|
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
156+ 1.57% |
$19.9K - $25.1K
|
10.1K
$3.32M
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
149+ 101.36% |
$19K - $24K
|
296
$97.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
128+ 6.15% |
$16.3K - $20.6K
|
2.21K
$728K
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
124+ 203.28% |
$15.8K - $20K
|
185
$60.9K
|
|
|
Nov 02, 2021
Q3 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
121+ 2.22% |
$15.4K - $19.5K
|
5.58K
$1.84M
|
|
|
Nov 08, 2021
Q3 2021
|
Congress Asset Management CO
|
BUY
|
- |
120+ 0.95% |
$15.3K - $19.3K
|
12.8K
$4.21M
|
|
|
Nov 05, 2021
Q3 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
119+ 0.61% |
$15.2K - $19.2K
|
19.6K
$6.46M
|
|
|
Nov 12, 2021
Q3 2021
|
Arizona State Retirement System
|
BUY
|
- |
117+ 0.54% |
$14.9K - $18.9K
|
21.8K
$7.17M
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
107+ 7.54% |
$13.7K - $17.2K
|
1.53K
$503K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
103+ 36.01% |
$13.1K - $16.6K
|
389
$128K
|
|
|
Nov 12, 2021
Q3 2021
|
Pro Share Advisors LLC
|
BUY
|
- |
76+ 1.11% |
$9.7K - $12.2K
|
6.93K
$2.28M
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
75New |
$9.57K - $12.1K
|
75
$24.7K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
59+ 3.77% |
$7.53K - $9.51K
|
1.63K
$535K
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
56New |
$7.14K - $9.02K
|
56
$18.4K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
52+ 1.46% |
$6.63K - $8.38K
|
3.6K
$1.19M
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
50New |
$6.38K - $8.06K
|
50
$16.5K
|
|
|
Nov 02, 2021
Q3 2021
|
Asset Management One Co., Ltd.
|
BUY
|
- |
45+ 0.86% |
$5.74K - $7.25K
|
5.26K
$1.73M
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
43New |
$5.49K - $6.93K
|
43
$14.2K
|