Purchases and Sales Made in Q3 2021 in Lpl Financial Holdings Inc. (LPLA)

LPLA Quotes by TradingView

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 10, 2021 Q3 2021
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
42
+ 0.06%
$5.36K - $6.77K
68.2K $22M
Nov 05, 2021 Q3 2021
Advisory Services Network, LLC

BUY
 -
40
+ 2.16%
$5.1K - $6.45K
1.89K $609K
Nov 15, 2021 Q3 2021
Guggenheim Capital LLC

Chicago, IL
BUY
 -
34
+ 1.16%
$4.34K - $5.48K
2.97K $957K
Oct 22, 2021 Q3 2021
Spire Wealth Management

BUY
 -
33
+ 26.19%
$4.21K - $5.32K
159 $51.2K
Nov 12, 2021 Q3 2021
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
31
New
$3.95K - $5K
31 $9.98K
Nov 03, 2021 Q3 2021
Nvwm, LLC

BUY
 -
29
New
$3.7K - $4.67K
29 $9.34K
Oct 19, 2021 Q3 2021
Central Trust CO

Jefferson City, MO
BUY
 -
21
+ 19.09%
$2.68K - $3.38K
131 $42.2K
Nov 04, 2021 Q3 2021
Financial Advocates Investment Management

Olympia, WA
BUY
 -
15
+ 0.16%
$1.91K - $2.42K
9.26K $2.98M
Oct 26, 2021 Q3 2021
Cordant, Inc.

Portland, OR
BUY
 -
11
New
$1.4K - $1.77K
11 $3.54K
Nov 12, 2021 Q3 2021
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
9
New
$1.15K - $1.45K
9 $2.9K
Nov 03, 2021 Q3 2021
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
6
+ 0.35%
$765 - $967
1.73K $557K
Nov 01, 2021 Q3 2021
Bickling Financial Services, Inc.

Lexington, MA
BUY
 -
5
+ 0.15%
$638 - $806
3.33K $1.07M
Oct 14, 2021 Q3 2021
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
5
+ 0.1%
$638 - $806
4.89K $1.57M
Oct 21, 2021 Q3 2021
Farmers & Merchants Investments Inc

BUY
 -
4
+ 5.63%
$510 - $645
75 $24.2K
Nov 15, 2021 Q3 2021
Gerber Kawasaki Wealth & Investment Management

BUY
 -
2
New
$255 - $322
2 $644
Nov 15, 2021 Q3 2021
Harbour Investments, Inc.

Madison, WI
BUY
 -
2
+ 5.41%
$255 - $322
39 $12.6K
Oct 12, 2021 Q3 2021
Tsfg, LLC

BUY
 -
1
+ 0.15%
$128 - $161
657 $212K
Nov 12, 2021 Q3 2021
Financial Gravity Asset Management, Inc.

BUY
 -
0
New
$0 - $0
0 $0
Oct 19, 2021 Q3 2021
Ellevest, Inc.

SELL
 -
-1
- 5.26%
$128 - $161
18 $5.8K
Nov 12, 2021 Q3 2021
Cornerstone Wealth Management, LLC

SELL
 -
-2
- 0.01%
$255 - $322
16.4K $5.27M
Nov 12, 2021 Q3 2021
Group One Trading, L.P.

Chicago, IL
SELL
 -
-5
Closed
$638 - $806
0 $0
Nov 10, 2021 Q3 2021
Institutional & Family Asset Management, LLC

SELL
 -
-6
- 40.0%
$765 - $967
9 $2.9K
Nov 24, 2021 Q3 2021
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-6
Closed
$765 - $967
0 $0
Nov 15, 2021 Q3 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-11
- 0.1%
$1.4K - $1.77K
11.4K $3.68M
Nov 10, 2021 Q3 2021
Cx Institutional

SELL
 -
-12
Closed
$1.53K - $1.93K
0 $0
Nov 12, 2021 Q3 2021
Loring Wolcott & Coolidge Fiduciary Advisors LLP

SELL
 -
-14
Closed
$1.79K - $2.26K
0 $0
Oct 15, 2021 Q3 2021
Fifth Third Bancorp

SELL
 -
-14
- 7.57%
$1.79K - $2.26K
171 $55.1K
Nov 12, 2021 Q3 2021
First National Bank Of Omaha

Omaha, NE
SELL
 -
-20
- 1.29%
$2.55K - $3.22K
1.53K $493K
Nov 15, 2021 Q3 2021
Alps Advisors Inc

Denver, CO
SELL
 -
-30
- 1.39%
$3.83K - $4.83K
2.13K $684K
Nov 12, 2021 Q3 2021
Nfj Investment Group, LLC

Dallas, TX
SELL
 -
-45
- 1.47%
$5.74K - $7.25K
3.02K $973K
Nov 15, 2021 Q3 2021
Fred Alger Management, LLC

New York, NY
SELL
 -
-51
- 9.96%
$6.51K - $8.22K
461 $148K
Oct 21, 2021 Q3 2021
Bowling Portfolio Management LLC

SELL
 -
-65
- 0.31%
$8.29K - $10.5K
21.1K $6.79M
Oct 27, 2021 Q3 2021
Solstein Capital, LLC

Menlo Park, CA
SELL
 -
-65
Closed
$8.29K - $10.5K
0 $0
Nov 15, 2021 Q3 2021
Brown Brothers Harriman & CO

New York, NY
SELL
 -
-67
- 1.29%
$8.55K - $10.8K
5.11K $1.65M
Nov 15, 2021 Q3 2021
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-67
- 2.7%
$8.55K - $10.8K
2.42K $778K
Nov 08, 2021 Q3 2021
Meeder Asset Management Inc

SELL
 -
-86
- 41.15%
$11K - $13.9K
123 $39.6K
Oct 28, 2021 Q3 2021
Navellier & Associates Inc

Reno, NV
SELL
 -
-90
- 1.83%
$11.5K - $14.5K
4.82K $1.55M
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

SELL
 -
-100
- 15.48%
$12.8K - $16.1K
546 $176K
Nov 15, 2021 Q3 2021
Great West Life Assurance CO

Winnipeg, A2
SELL
 -
-104
- 1.64%
$13.3K - $16.8K
6.24K $2.01M
Nov 12, 2021 Q3 2021
Cibc World Market Inc.

Toronto, A6
SELL
 -
-109
- 0.85%
$13.9K - $17.6K
12.7K $4.09M
Nov 12, 2021 Q3 2021
American International Group, Inc.

New York, NY
SELL
 -
-119
- 7.07%
$15.2K - $19.2K
1.56K $503K
Nov 15, 2021 Q3 2021
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-119
- 0.18%
$15.2K - $19.2K
65.8K $21.2M
Nov 12, 2021 Q3 2021
Oppenheimer Asset Management Inc.

New York, NY
SELL
 -
-119
- 2.53%
$15.2K - $19.2K
4.59K $1.48M
Nov 12, 2021 Q3 2021
Four Thought Financial, LLC

Venice, FL
SELL
 -
-124
Closed
$15.8K - $20K
0 $0
Nov 10, 2021 Q3 2021
Pitcairn CO

Jenkintown, PA
SELL
 -
-125
- 1.5%
$15.9K - $20.1K
8.21K $2.65M
Nov 10, 2021 Q3 2021
King Luther Capital Management Corp

Fort Worth, TX
SELL
 -
-130
- 1.98%
$16.6K - $20.9K
6.42K $2.07M
Nov 12, 2021 Q3 2021
Dana Investment Advisors, Inc.

Brookfield, WI
SELL
 -
-144
- 0.91%
$18.4K - $23.2K
15.7K $5.06M
Mar 30, 2023 Q3 2021
Metropolitan Life Insurance CO

New York, NY
SELL
 -
-175
- 3.17%
$22.3K - $28.2K
5.34K $1.72M
Nov 15, 2021 Q3 2021
Metropolitan Life Insurance CO

New York, NY
SELL
 -
-175
- 3.17%
$22.3K - $28.2K
5.34K $1.72M

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