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 13, 2024
Q3 2024
|
Candriam S.C.A.
|
SELL
|
- |
-1.77K- 21.84% |
$342K - $500K
|
6.34K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-1.8K- 12.59% |
$346K - $506K
|
12.5K
$4.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.89K- 42.21% |
$365K - $534K
|
2.59K
$854K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.99K- 39.87% |
$383K - $560K
|
3K
$987K
|
|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-2.02K- 1.8% |
$389K - $569K
|
110K
$36.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
SELL
|
- |
-2.04K- 16.63% |
$394K - $575K
|
10.2K
$3.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.1K- 14.48% |
$405K - $593K
|
12.4K
$4.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-2.31K- 66.67% |
$445K - $651K
|
1.15K
$380K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.4K- 23.23% |
$462K - $676K
|
7.92K
$2.61M
|
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-2.49K- 61.19% |
$480K - $701K
|
1.58K
$519K
|
|
|
Nov 14, 2024
Q3 2024
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-2.68K- 68.95% |
$517K - $755K
|
1.21K
$397K
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-2.69K- 8.83% |
$519K - $759K
|
27.8K
$9.14M
|
|
|
Nov 13, 2024
Q3 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-2.72K- 1.84% |
$524K - $766K
|
145K
$47.8M
|
|
|
Nov 08, 2024
Q3 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-2.77K- 3.53% |
$535K - $781K
|
75.7K
$24.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Twinbeech Capital LP
Purchase, NY |
SELL
|
- |
-2.96K- 18.72% |
$571K - $835K
|
12.9K
$4.23M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.99K- 18.92% |
$577K - $844K
|
12.8K
$4.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.08K- 76.04% |
$595K - $870K
|
972
$320K
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-3.19K- 0.67% |
$615K - $898K
|
474K
$156M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-3.42K- 56.13% |
$661K - $966K
|
2.68K
$881K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.5K- 21.78% |
$676K - $987K
|
12.6K
$4.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4.04K- 2.5% |
$780K - $1.14M
|
158K
$52M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.26K- 53.93% |
$822K - $1.2M
|
3.64K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-4.36K- 0.97% |
$841K - $1.23M
|
443K
$146M
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-4.58K- 53.19% |
$884K - $1.29M
|
4.03K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.72K- 0.94% |
$911K - $1.33M
|
498K
$164M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.86K- 40.34% |
$938K - $1.37M
|
7.19K
$2.37M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-5.21K- 78.3% |
$1.01M - $1.47M
|
1.44K
$476K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-5.49K- 87.14% |
$1.06M - $1.55M
|
810
$267K
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
SELL
|
- |
-5.6K- 2.16% |
$1.08M - $1.58M
|
253K
$83.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-5.82K- 9.75% |
$1.12M - $1.64M
|
53.8K
$17.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-6.06K- 68.79% |
$1.17M - $1.71M
|
2.75K
$906K
|
|
|
Nov 14, 2024
Q3 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-6.67K- 57.14% |
$1.29M - $1.88M
|
5K
$1.65M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-6.69K- 47.91% |
$1.29M - $1.89M
|
7.28K
$2.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-6.7K- 17.39% |
$1.29M - $1.89M
|
31.8K
$10.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-6.82K- 15.8% |
$1.32M - $1.92M
|
36.3K
$12M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-6.84K- 24.08% |
$1.32M - $1.93M
|
21.6K
$7.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-7.01K- 65.51% |
$1.35M - $1.98M
|
3.69K
$1.22M
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-7.48K- 25.83% |
$1.44M - $2.11M
|
21.5K
$7.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-7.48K- 13.61% |
$1.44M - $2.11M
|
47.5K
$15.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-7.51K- 18.6% |
$1.45M - $2.12M
|
32.9K
$10.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-8.67K- 52.96% |
$1.67M - $2.45M
|
7.7K
$2.54M
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-8.8K- 16.47% |
$1.7M - $2.48M
|
44.6K
$14.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Brant Point Investment Management LLC
New York, NY |
SELL
|
- |
-9.41K- 27.37% |
$1.82M - $2.65M
|
25K
$8.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-11.7KClosed |
$2.26M - $3.3M
|
0
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.3K- 3.74% |
$2.37M - $3.47M
|
317K
$104M
|
|
|
Nov 13, 2024
Q3 2024
|
2 Xideas Ag
Pfaffikon, V8 |
SELL
|
- |
-12.7K- 31.54% |
$2.45M - $3.58M
|
27.5K
$9.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-12.7K- 28.04% |
$2.45M - $3.58M
|
32.6K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-13.7K- 0.54% |
$2.64M - $3.86M
|
2.53M
$833M
|
|
|
Nov 04, 2024
Q3 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-14.1K- 0.84% |
$2.71M - $3.96M
|
1.65M
$543M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-14.1K- 53.02% |
$2.72M - $3.98M
|
12.5K
$4.12M
|