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 10, 2022
Q3 2022
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-1.44K- 15.48% |
$248K - $335K
|
7.85K
$2.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-1.5K- 3.18% |
$259K - $350K
|
45.6K
$15M
|
|
|
Oct 12, 2022
Q3 2022
|
Fcf Advisors LLC
|
SELL
|
- |
-1.53K- 19.62% |
$265K - $358K
|
6.29K
$2.07M
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.54K- 11.09% |
$266K - $359K
|
12.4K
$4.07M
|
|
|
Nov 18, 2022
Q3 2022
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.61K- 1.2% |
$277K - $375K
|
132K
$43.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.63K- 21.28% |
$281K - $380K
|
6.03K
$1.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.65K- 0.28% |
$284K - $384K
|
578K
$190M
|
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.66K- 41.88% |
$286K - $386K
|
2.3K
$757K
|
|
|
Oct 24, 2022
Q3 2022
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.67K- 8.5% |
$288K - $389K
|
17.9K
$5.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-1.67K- 5.09% |
$289K - $390K
|
31.2K
$10.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-1.79K- 48.38% |
$309K - $418K
|
1.91K
$629K
|
|
|
Nov 10, 2022
Q3 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-1.87K- 23.63% |
$323K - $437K
|
6.06K
$1.99M
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-1.91K- 56.76% |
$330K - $445K
|
1.46K
$479K
|
|
|
Nov 15, 2022
Q3 2022
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-1.98K- 12.42% |
$341K - $462K
|
14K
$4.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.04K- 33.71% |
$352K - $475K
|
4.01K
$1.32M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.04K- 9.94% |
$352K - $476K
|
18.5K
$6.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.36K- 0.52% |
$407K - $550K
|
450K
$148M
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.4K- 32.93% |
$414K - $560K
|
4.89K
$1.61M
|
|
|
Nov 09, 2022
Q3 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.55K- 12.23% |
$440K - $595K
|
18.3K
$6.03M
|
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-2.65K- 16.88% |
$457K - $617K
|
13K
$4.29M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.73K- 2.4% |
$471K - $636K
|
111K
$36.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.79K- 1.51% |
$482K - $652K
|
182K
$60M
|
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.82K- 7.91% |
$487K - $658K
|
32.8K
$10.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-3.13K- 27.98% |
$540K - $730K
|
8.06K
$2.65M
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
SELL
|
- |
-3.14K- 9.95% |
$542K - $732K
|
28.4K
$9.37M
|
|
|
Nov 01, 2022
Q3 2022
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-3.3K- 7.01% |
$569K - $770K
|
43.8K
$14.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-3.3K- 61.11% |
$569K - $770K
|
2.1K
$692K
|
|
|
Nov 14, 2022
Q3 2022
|
Man Group PLC
London, X0 |
SELL
|
- |
-3.36K- 50.92% |
$580K - $784K
|
3.24K
$1.07M
|
|
|
Nov 09, 2022
Q3 2022
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-3.37K- 1.81% |
$582K - $786K
|
183K
$60.4M
|
|
|
Nov 14, 2022
Q3 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-3.4K- 22.08% |
$587K - $793K
|
12K
$3.95M
|
|
|
Oct 18, 2022
Q3 2022
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-3.48K- 24.64% |
$601K - $812K
|
10.7K
$3.51M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.5K- 13.42% |
$605K - $817K
|
22.6K
$7.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Brant Point Investment Management LLC
New York, NY |
SELL
|
- |
-3.6K- 7.24% |
$621K - $840K
|
46.1K
$15.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.65K- 10.96% |
$630K - $851K
|
29.7K
$9.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.1K- 80.58% |
$708K - $957K
|
989
$326K
|
|
|
Nov 14, 2022
Q3 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-4.26K- 45.32% |
$734K - $993K
|
5.14K
$1.69M
|
|
|
Oct 21, 2022
Q3 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-4.26K- 1.86% |
$734K - $993K
|
224K
$73.8M
|
|
|
Nov 04, 2022
Q3 2022
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-4.38K- 0.78% |
$756K - $1.02M
|
558K
$184M
|
|
|
Oct 19, 2022
Q3 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-4.53K- 11.0% |
$781K - $1.06M
|
36.6K
$12.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Reinhart Partners, Inc.
|
SELL
|
- |
-4.7K- 5.88% |
$811K - $1.1M
|
75.2K
$24.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.97K- 8.51% |
$857K - $1.16M
|
53.4K
$17.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-5.45K- 83.46% |
$940K - $1.27M
|
1.08K
$356K
|
|
|
Oct 25, 2022
Q3 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-6.12KClosed |
$1.06M - $1.43M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-6.26K- 1.14% |
$1.08M - $1.46M
|
545K
$179M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.27K- 85.09% |
$1.08M - $1.46M
|
1.1K
$362K
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Advisors LLC
|
SELL
|
- |
-6.6K- 12.15% |
$1.14M - $1.54M
|
47.7K
$15.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-6.66K- 40.48% |
$1.15M - $1.55M
|
9.79K
$3.22M
|
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-6.73K- 7.98% |
$1.16M - $1.57M
|
77.6K
$25.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-7.48K- 0.83% |
$1.29M - $1.74M
|
894K
$295M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.74K- 17.0% |
$1.34M - $1.81M
|
37.8K
$12.5M
|