Purchases and Sales Made in Q3 2022 in Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA) during Q3 2022. 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 2022
|
Blue Mar Capital Management, LLC
Miami, FL |
SELL
|
- |
-8.04K- 15.73% |
$1.39M - $1.87M
|
43.1K
$14.2M
|
|
|
Nov 15, 2022
Q3 2022
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-8.34K- 17.33% |
$1.44M - $1.94M
|
39.8K
$13.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-8.7K- 3.2% |
$1.5M - $2.03M
|
263K
$86.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-9.5K- 8.77% |
$1.64M - $2.21M
|
98.8K
$32.6M
|
|
|
Nov 14, 2022
Q3 2022
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-9.8K- 5.06% |
$1.69M - $2.29M
|
184K
$60.6M
|
|
|
Nov 14, 2022
Q3 2022
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-10.5K- 18.76% |
$1.82M - $2.45M
|
45.6K
$15M
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-10.9K- 17.03% |
$1.88M - $2.53M
|
52.9K
$17.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-11K- 17.56% |
$1.89M - $2.55M
|
51.4K
$16.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-11.2K- 20.45% |
$1.93M - $2.61M
|
43.6K
$14.4M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-12.2K- 46.43% |
$2.11M - $2.85M
|
14.1K
$4.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-12.7K- 53.39% |
$2.2M - $2.97M
|
11.1K
$3.66M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-12.8K- 63.0% |
$2.21M - $2.98M
|
7.51K
$2.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-14.6K- 10.55% |
$2.52M - $3.4M
|
124K
$40.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-15.8K- 23.03% |
$2.73M - $3.68M
|
52.8K
$17.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Thornburg Investment Management Inc
|
SELL
|
- |
-15.8K- 14.79% |
$2.73M - $3.69M
|
91.2K
$30.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-16.2K- 6.71% |
$2.8M - $3.78M
|
225K
$74.2M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-17.3K- 86.48% |
$2.98M - $4.03M
|
2.71K
$891K
|
|
|
Nov 14, 2022
Q3 2022
|
Point72 Europe (London) LLP
London, X0 |
SELL
|
- |
-18K- 46.54% |
$3.11M - $4.2M
|
20.7K
$6.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-19.3K- 8.98% |
$3.32M - $4.49M
|
195K
$64.3M
|
|
|
Oct 31, 2022
Q3 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-19.4K- 96.31% |
$3.35M - $4.52M
|
742
$244K
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-19.8K- 14.5% |
$3.42M - $4.62M
|
117K
$38.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-20.2K- 83.09% |
$3.48M - $4.7M
|
4.1K
$1.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Azora Capital LP
Miami, FL |
SELL
|
- |
-21.2K- 8.51% |
$3.65M - $4.94M
|
228K
$75M
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-24.6K- 39.07% |
$4.24M - $5.73M
|
38.3K
$12.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-25.1K- 8.48% |
$4.32M - $5.85M
|
270K
$89.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-26.2K- 89.8% |
$4.52M - $6.11M
|
2.98K
$981K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-26.5K- 95.78% |
$4.57M - $6.18M
|
1.17K
$384K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-35.3K- 7.72% |
$6.09M - $8.23M
|
422K
$139M
|
|
|
Nov 14, 2022
Q3 2022
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-36.6K- 30.42% |
$6.31M - $8.53M
|
83.7K
$27.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Td Asset Management Inc
|
SELL
|
- |
-36.9K- 11.98% |
$6.37M - $8.61M
|
271K
$89.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-39.1K- 58.74% |
$6.74M - $9.11M
|
27.5K
$9.04M
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Partners
Boston, MA |
SELL
|
- |
-39.3K- 37.09% |
$6.79M - $9.17M
|
66.7K
$22M
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-41.4K- 12.93% |
$7.15M - $9.66M
|
279K
$91.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-42.9K- 12.78% |
$7.39M - $9.99M
|
292K
$96.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-43.3K- 17.18% |
$7.47M - $10.1M
|
209K
$68.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-43.5K- 79.82% |
$7.51M - $10.1M
|
11K
$3.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-46.1K- 6.8% |
$7.96M - $10.8M
|
632K
$208M
|
|
|
Nov 14, 2022
Q3 2022
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-46.5K- 11.54% |
$8.02M - $10.8M
|
356K
$117M
|
|
|
Nov 14, 2022
Q3 2022
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-47.3K- 52.09% |
$8.16M - $11M
|
43.5K
$14.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Abrdn PLC
|
SELL
|
- |
-52.1K- 7.05% |
$8.99M - $12.2M
|
687K
$226M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-53.4K- 21.36% |
$9.22M - $12.5M
|
197K
$64.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Engle Capital Management, L.P.
Greenwich, CT |
SELL
|
- |
-59K- 25.0% |
$10.2M - $13.8M
|
177K
$58.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-59.7K- 17.14% |
$10.3M - $13.9M
|
288K
$95M
|
|
|
Nov 14, 2022
Q3 2022
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-76.4K- 98.17% |
$13.2M - $17.8M
|
1.42K
$469K
|
|
|
Oct 25, 2022
Q3 2022
|
Artemis Investment Management LLP
|
SELL
|
- |
-83.9K- 16.01% |
$14.5M - $19.6M
|
440K
$145M
|
|
|
Nov 14, 2022
Q3 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-84.9K- 7.09% |
$14.7M - $19.8M
|
1.11M
$366M
|
|
|
Nov 14, 2022
Q3 2022
|
Governors Lane LP
New York, NY |
SELL
|
- |
-87.3K- 60.93% |
$15.1M - $20.3M
|
55.9K
$18.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-88.2K- 43.19% |
$15.2M - $20.6M
|
116K
$38.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Iridian Asset Management LLC
|
SELL
|
- |
-95.6K- 51.43% |
$16.5M - $22.3M
|
90.3K
$29.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-126K- 15.44% |
$21.7M - $29.3M
|
689K
$227M
|