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 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-1- 3.7% |
$173 - $233
|
26
$8.56K
|
|
|
Oct 24, 2022
Q3 2022
|
Xponance, Inc.
|
SELL
|
- |
-1- 0.01% |
$173 - $233
|
9.42K
$3.1M
|
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2- 0.17% |
$345 - $466
|
1.19K
$392K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3- 0.07% |
$518 - $700
|
4.07K
$1.34M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4- 0.15% |
$690 - $933
|
2.74K
$903K
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-6- 20.0% |
$1.04K - $1.4K
|
24
$7.91K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6- 6.9% |
$1.04K - $1.4K
|
81
$26.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-7- 0.04% |
$1.21K - $1.63K
|
17.3K
$5.68M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-8- 0.23% |
$1.38K - $1.87K
|
3.4K
$1.12M
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-13- 0.38% |
$2.24K - $3.03K
|
3.41K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-13- 1.06% |
$2.24K - $3.03K
|
1.22K
$400K
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-22- 1.04% |
$3.8K - $5.13K
|
2.1K
$690K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-23- 79.31% |
$3.97K - $5.36K
|
6
$1.98K
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-23- 1.78% |
$3.97K - $5.36K
|
1.27K
$418K
|
|
|
Nov 14, 2022
Q3 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-23- 0.7% |
$3.97K - $5.36K
|
3.25K
$1.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-24- 1.33% |
$4.14K - $5.6K
|
1.78K
$585K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-29- 1.26% |
$5K - $6.76K
|
2.27K
$748K
|
|
|
Nov 09, 2022
Q3 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-40- 0.98% |
$6.9K - $9.33K
|
4.04K
$1.33M
|
|
|
Oct 17, 2022
Q3 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-43- 2.11% |
$7.42K - $10K
|
2K
$658K
|
|
|
Nov 14, 2022
Q3 2022
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-44- 1.9% |
$7.59K - $10.3K
|
2.27K
$748K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-46- 12.37% |
$7.94K - $10.7K
|
326
$107K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-48- 2.01% |
$8.28K - $11.2K
|
2.34K
$769K
|
|
|
Nov 17, 2022
Q3 2022
|
Future Fund LLC
Chicago, IL |
SELL
|
- |
-52- 3.59% |
$8.97K - $12.1K
|
1.4K
$461K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-54- 4.86% |
$9.32K - $12.6K
|
1.06K
$348K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-54- 5.27% |
$9.32K - $12.6K
|
971
$320K
|
|
|
Nov 14, 2022
Q3 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-56- 0.02% |
$9.66K - $13.1K
|
307K
$101M
|
|
|
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-57- 1.33% |
$9.83K - $13.3K
|
4.22K
$1.39M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-59- 46.46% |
$10.2K - $13.8K
|
68
$22.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-61- 7.65% |
$10.5K - $14.2K
|
736
$242K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-61- 22.1% |
$10.5K - $14.2K
|
215
$70.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-68- 11.43% |
$11.7K - $15.9K
|
527
$174K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-71- 12.01% |
$12.2K - $16.6K
|
520
$171K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-73- 18.3% |
$12.6K - $17K
|
326
$107K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-75- 9.88% |
$12.9K - $17.5K
|
684
$225K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-76- 6.75% |
$13.1K - $17.7K
|
1.05K
$346K
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-80- 1.62% |
$13.8K - $18.7K
|
4.86K
$1.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-82- 27.33% |
$14.1K - $19.1K
|
218
$71.8K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-84- 1.71% |
$14.5K - $19.6K
|
4.84K
$1.59M
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-95- 2.83% |
$16.4K - $22.2K
|
3.26K
$1.07M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-116- 69.05% |
$20K - $27.1K
|
52
$17.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-116- 17.63% |
$20K - $27.1K
|
542
$179K
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-139- 10.98% |
$24K - $32.4K
|
1.13K
$371K
|
|
|
Nov 08, 2022
Q3 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-145- 4.66% |
$25K - $33.8K
|
2.97K
$977K
|
|
|
Oct 13, 2022
Q3 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-152- 2.87% |
$26.2K - $35.4K
|
5.14K
$1.69M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-170- 1.44% |
$29.3K - $39.6K
|
11.6K
$3.83M
|
|
|
Oct 31, 2022
Q3 2022
|
Chase Investment Counsel Corp
|
SELL
|
- |
-189- 0.92% |
$32.6K - $44.1K
|
20.3K
$6.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-195- 11.65% |
$33.6K - $45.5K
|
1.48K
$487K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-196- 4.41% |
$33.8K - $45.7K
|
4.25K
$1.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Community Trust & Investment CO
|
SELL
|
- |
-198- 0.47% |
$34.2K - $46.2K
|
41.6K
$13.7M
|