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 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.21KNew |
$263K - $299K
|
1.21K
$447K
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.2K+ 14.3% |
$262K - $297K
|
9.6K
$3.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.13KNew |
$247K - $279K
|
1.13K
$419K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.13K+ 3.3% |
$247K - $279K
|
35.3K
$13.1M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.07KNew |
$234K - $266K
|
1.07K
$398K
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
1.05K+ 14.24% |
$229K - $259K
|
8.41K
$3.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
997New |
$218K - $247K
|
997
$370K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
933New |
$204K - $231K
|
933
$346K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
925New |
$202K - $229K
|
925
$343K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
909New |
$199K - $225K
|
909
$337K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
890+ 4.93% |
$194K - $220K
|
19K
$7.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
880New |
$192K - $218K
|
880
$327K
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
880New |
$192K - $218K
|
880
$327K
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
868New |
$190K - $215K
|
868
$322K
|
|
|
Nov 14, 2023
Q3 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
865+ 34.99% |
$189K - $214K
|
3.34K
$1.24M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
858+ 63.41% |
$187K - $212K
|
2.21K
$820K
|
|
|
Nov 09, 2023
Q3 2023
|
Foundry Partners, LLC
|
BUY
|
- |
848New |
$185K - $210K
|
848
$315K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
847New |
$185K - $210K
|
847
$314K
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
801+ 7.45% |
$175K - $198K
|
11.6K
$4.29M
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
775+ 2.58% |
$169K - $192K
|
30.8K
$11.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
769+ 18.56% |
$168K - $190K
|
4.91K
$1.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
746+ 16.03% |
$163K - $185K
|
5.4K
$2M
|
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
725+ 34.33% |
$158K - $179K
|
2.84K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
721+ 7.16% |
$158K - $178K
|
10.8K
$4M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
701+ 4.14% |
$153K - $174K
|
17.6K
$6.54M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
698+ 27.9% |
$153K - $173K
|
3.2K
$1.19M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
691+ 6.84% |
$151K - $171K
|
10.8K
$4.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
680+ 9.6% |
$149K - $168K
|
7.76K
$2.88M
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
645New |
$141K - $160K
|
645
$239K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
617+ 21.91% |
$135K - $153K
|
3.43K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
583+ 1.67% |
$127K - $144K
|
35.6K
$13.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
529+ 42.66% |
$116K - $131K
|
1.77K
$656K
|
|
|
Nov 13, 2023
Q3 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
520+ 20.29% |
$114K - $129K
|
3.08K
$1.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
509+ 4.41% |
$111K - $126K
|
12K
$4.47M
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
494+ 5.15% |
$108K - $122K
|
10.1K
$3.74M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
492+ 4.41% |
$107K - $122K
|
11.7K
$4.32M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
492+ 12.76% |
$107K - $122K
|
4.35K
$1.61M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
489+ 18.89% |
$107K - $121K
|
3.08K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
472New |
$103K - $117K
|
472
$175K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
458+ 1.91% |
$100K - $113K
|
24.4K
$9.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
440New |
$96.1K - $109K
|
440
$163K
|
|
|
Nov 01, 2023
Q3 2023
|
Heron Bay Capital Management
|
BUY
|
- |
437+ 0.46% |
$95.5K - $108K
|
94.7K
$35.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
428+ 10.63% |
$93.5K - $106K
|
4.46K
$1.65M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
420+ 14.82% |
$91.8K - $104K
|
3.25K
$1.21M
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
419+ 4.05% |
$91.5K - $104K
|
10.8K
$3.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
406+ 18.66% |
$88.7K - $100K
|
2.58K
$958K
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
397+ 13.08% |
$86.7K - $98.3K
|
3.43K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
381+ 0.93% |
$83.2K - $94.3K
|
41.3K
$15.3M
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
370New |
$80.8K - $91.6K
|
370
$137K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
360+ 30.85% |
$78.7K - $89.1K
|
1.53K
$567K
|