Purchases and Sales Made in Q3 2023 in Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA) during Q3 2023. 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 13, 2023
Q3 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
15.4K+ 35.03% |
$3.37M - $3.82M
|
59.4K
$21.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.1K+ 34.86% |
$3.3M - $3.74M
|
58.5K
$21.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
15K+ 42.86% |
$3.28M - $3.71M
|
50K
$18.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
15K+ 196.37% |
$3.27M - $3.7M
|
22.6K
$8.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
14.6K+ 12.11% |
$3.19M - $3.62M
|
135K
$49M
|
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
13.6KNew |
$2.96M - $3.36M
|
13.6K
$4.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
12.9K+ 297.31% |
$2.83M - $3.2M
|
17.3K
$6.26M
|
|
|
Nov 07, 2023
Q3 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
12.8K+ 7.38% |
$2.8M - $3.17M
|
186K
$67.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
12.3K+ 39.51% |
$2.7M - $3.05M
|
43.6K
$15.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
12.3KNew |
$2.68M - $3.04M
|
12.3K
$4.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
11.7K+ 0.89% |
$2.56M - $2.9M
|
1.33M
$481M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11.6K+ 89.51% |
$2.54M - $2.88M
|
24.7K
$8.92M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.6K+ 3.66% |
$2.53M - $2.87M
|
329K
$119M
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
11.5K+ 12.32% |
$2.51M - $2.84M
|
105K
$37.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
11.4K+ 1162.63% |
$2.49M - $2.83M
|
12.4K
$4.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
10.5K+ 1.47% |
$2.3M - $2.61M
|
729K
$264M
|
|
|
Oct 10, 2023
Q3 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
10.2K+ 0.42% |
$2.22M - $2.52M
|
2.46M
$889M
|
|
|
Oct 18, 2024
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
10.1K+ 44.64% |
$2.21M - $2.5M
|
32.8K
$11.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
10.1K+ 44.64% |
$2.21M - $2.5M
|
32.8K
$11.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
10.1K+ 171.24% |
$2.2M - $2.5M
|
16K
$5.78M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
9.86KNew |
$2.16M - $2.44M
|
9.86K
$3.57M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
9.75K+ 18.01% |
$2.13M - $2.41M
|
63.8K
$23.1M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.56KNew |
$2.09M - $2.37M
|
9.56K
$3.46M
|
|
|
Nov 01, 2023
Q3 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
9.29KNew |
$2.03M - $2.3M
|
9.29K
$3.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
8.99K+ 135.6% |
$1.96M - $2.23M
|
15.6K
$5.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
8.84K+ 20.13% |
$1.93M - $2.19M
|
52.7K
$19.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
8.57K+ 3.82% |
$1.87M - $2.12M
|
233K
$84.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
8.52KNew |
$1.86M - $2.11M
|
8.52K
$3.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.29KNew |
$1.81M - $2.05M
|
8.29K
$3M
|
|
|
Nov 14, 2023
Q3 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
8.11KNew |
$1.77M - $2.01M
|
8.11K
$2.93M
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
8.11KNew |
$1.77M - $2.01M
|
8.11K
$2.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
7.95K+ 6.44% |
$1.74M - $1.97M
|
132K
$47.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.75K+ 10.59% |
$1.69M - $1.92M
|
80.9K
$29.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.26K+ 2.26% |
$1.59M - $1.8M
|
329K
$119M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.68KNew |
$1.46M - $1.65M
|
6.68K
$2.42M
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
6.38K+ 191.48% |
$1.39M - $1.58M
|
9.72K
$3.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
6.02KNew |
$1.32M - $1.49M
|
6.02K
$2.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
5.61K+ 18.71% |
$1.23M - $1.39M
|
35.6K
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.39K+ 3.59% |
$1.18M - $1.33M
|
156K
$56.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.21KNew |
$1.14M - $1.29M
|
5.21K
$1.88M
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
5.12K+ 17.61% |
$1.12M - $1.27M
|
34.2K
$12.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
BUY
|
- |
4.88K+ 2.32% |
$1.07M - $1.21M
|
215K
$77.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
4.7K+ 21.45% |
$1.03M - $1.16M
|
26.6K
$9.62M
|
|
|
Oct 25, 2023
Q3 2023
|
Reinhart Partners, Inc.
|
BUY
|
- |
4.64K+ 7.07% |
$1.01M - $1.15M
|
70.3K
$25.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
4.6KNew |
$1.01M - $1.14M
|
4.6K
$1.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.59KNew |
$1M - $1.14M
|
4.59K
$1.66M
|
|
|
Oct 23, 2023
Q3 2023
|
Foresight Global Investors, Inc.
Purchase, NY |
BUY
|
- |
4.26K+ 143.92% |
$931K - $1.05M
|
7.22K
$2.61M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.85K+ 981.63% |
$841K - $952K
|
4.24K
$1.53M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
3.8K+ 27.37% |
$830K - $940K
|
17.7K
$6.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
3.73K+ 19.74% |
$815K - $923K
|
22.6K
$8.18M
|