Purchases and Sales Made in Q3 2024 in Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA) during Q3 2024. 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 12, 2024
Q3 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
1.21M+ 64.26% |
$234M - $342M
|
3.1M
$1.02B
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
902K+ 1007.05% |
$174M - $254M
|
991K
$326M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
863KNew |
$167M - $244M
|
863K
$284M
|
|
|
Nov 14, 2024
Q3 2024
|
Stephen Mandel
Lone Pine Capital LLC | Greenwich, Ct
|
BUY
|
- |
495K+ 29.38% |
$95.5M - $140M
|
2.18M
$718M
|
|
|
Nov 14, 2024
Q3 2024
|
Daniel Loeb
Third Point LLC | New York, Ny
|
BUY
|
- |
485KNew |
$93.6M - $137M
|
485K
$160M
|
|
|
Nov 14, 2024
Q3 2024
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
451K+ 37.75% |
$87M - $127M
|
1.65M
$542M
|
|
|
Nov 14, 2024
Q3 2024
|
Eminence Capital, LP
New York, NY |
BUY
|
- |
409K+ 61.09% |
$78.9M - $115M
|
1.08M
$355M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
396K+ 89.39% |
$76.4M - $112M
|
839K
$276M
|
|
|
Nov 14, 2024
Q3 2024
|
Darlington Partners Capital Management, LP
Greenbrae, CA |
BUY
|
- |
316K+ 40.4% |
$61.1M - $89.3M
|
1.1M
$362M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
278K+ 27.92% |
$53.7M - $78.5M
|
1.28M
$420M
|
|
|
Nov 14, 2024
Q3 2024
|
Southpoint Capital Advisors LP
New York, NY |
BUY
|
- |
250K+ 50.0% |
$48.3M - $70.5M
|
750K
$247M
|
|
|
Nov 13, 2024
Q3 2024
|
Surgo Cap Partners LP
New York, NY |
BUY
|
- |
234K+ 42.77% |
$45.1M - $66M
|
781K
$257M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
224K+ 81.98% |
$43.2M - $63.2M
|
497K
$164M
|
|
|
Nov 14, 2024
Q3 2024
|
Azora Capital LP
Miami, FL |
BUY
|
- |
221K+ 52.17% |
$42.6M - $62.2M
|
644K
$212M
|
|
|
Nov 14, 2024
Q3 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
207K+ 144.63% |
$40M - $58.4M
|
350K
$115M
|
|
|
Nov 14, 2024
Q3 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
201K+ 81.04% |
$38.8M - $56.7M
|
449K
$148M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
182K+ 1174.08% |
$35.1M - $51.4M
|
198K
$65.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Tybourne Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
173KNew |
$33.3M - $48.7M
|
173K
$56.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
153K+ 160.72% |
$29.6M - $43.2M
|
249K
$81.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
152K+ 125.2% |
$29.3M - $42.8M
|
273K
$89.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
126K+ 21.6% |
$24.4M - $35.6M
|
711K
$234M
|
|
|
Nov 14, 2024
Q3 2024
|
Hmi Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
123K+ 21.57% |
$23.7M - $34.7M
|
693K
$228M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
92K+ 11516.9% |
$17.8M - $26M
|
92.8K
$30.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
91.7K+ 1.28% |
$17.7M - $25.9M
|
7.28M
$2.4B
|
|
|
Nov 13, 2024
Q3 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
88.9KNew |
$17.2M - $25.1M
|
88.9K
$29.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
88.2K+ 68.23% |
$17M - $24.9M
|
217K
$71.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Interval Partners, LP
New York, NY |
BUY
|
- |
78.7KNew |
$15.2M - $22.2M
|
78.7K
$25.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
68.7KNew |
$13.3M - $19.4M
|
68.7K
$22.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
66.9K+ 267.01% |
$12.9M - $18.9M
|
92K
$30.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
63.3K+ 17.74% |
$12.2M - $17.9M
|
420K
$138M
|
|
|
Nov 14, 2024
Q3 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
62.1KNew |
$12M - $17.5M
|
62.1K
$20.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
61.7K+ 114.11% |
$11.9M - $17.4M
|
116K
$38.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
58.4KNew |
$11.3M - $16.5M
|
58.4K
$19.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
56.8K+ 25.6% |
$11M - $16M
|
279K
$91.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
56.1K+ 32.77% |
$10.8M - $15.8M
|
227K
$74.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
56K+ 58.37% |
$10.8M - $15.8M
|
152K
$50.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
55.5K+ 613.96% |
$10.7M - $15.7M
|
64.5K
$21.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
55K+ 395.36% |
$10.6M - $15.5M
|
68.9K
$22.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
53.7K+ 8.31% |
$10.4M - $15.1M
|
700K
$231M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
50.3K+ 259.58% |
$9.71M - $14.2M
|
69.7K
$22.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Reinhart Partners, Inc.
|
BUY
|
- |
49.9K+ 64.95% |
$9.63M - $14.1M
|
127K
$41.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
48K+ 20.52% |
$9.25M - $13.5M
|
282K
$92.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
43.1K+ 82.62% |
$8.32M - $12.2M
|
95.2K
$31.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Cobalt Capital Management, Inc.
Short Hills, NJ |
BUY
|
- |
40KNew |
$7.72M - $11.3M
|
40K
$13.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
38.6K+ 8.01% |
$7.45M - $10.9M
|
520K
$171M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
36.9K+ 20.87% |
$7.13M - $10.4M
|
214K
$70.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
36.5K+ 2.6% |
$7.04M - $10.3M
|
1.44M
$473M
|
|
|
Oct 25, 2024
Q3 2024
|
Iridian Asset Management LLC
|
BUY
|
- |
36.2K+ 77.67% |
$6.99M - $10.2M
|
82.8K
$27.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Poplar Forest Capital LLC
|
BUY
|
- |
33.3KNew |
$6.43M - $9.4M
|
33.3K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
33.3KNew |
$6.42M - $9.38M
|
33.3K
$11M
|