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
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-15.3K- 63.23% |
$2.95M - $4.31M
|
8.89K
$2.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-15.5K- 29.3% |
$2.98M - $4.36M
|
37.3K
$12M
|
|
|
Nov 07, 2024
Q3 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-15.6K- 1.57% |
$3.01M - $4.4M
|
977K
$315M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.8K- 8.18% |
$3.04M - $4.45M
|
177K
$57M
|
|
|
Nov 14, 2024
Q3 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-18.5K- 24.5% |
$3.57M - $5.23M
|
57.1K
$18.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-19.1K- 53.38% |
$3.69M - $5.39M
|
16.7K
$5.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-22.2K- 15.3% |
$4.28M - $6.26M
|
123K
$39.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-22.9K- 46.33% |
$4.41M - $6.45M
|
26.5K
$8.53M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-25.9K- 1.52% |
$4.99M - $7.3M
|
1.68M
$540M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-28.1K- 95.86% |
$5.43M - $7.94M
|
1.22K
$391K
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-28.6K- 78.61% |
$5.52M - $8.07M
|
7.78K
$2.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-29K- 6.32% |
$5.59M - $8.17M
|
430K
$138M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-35K- 46.19% |
$6.76M - $9.87M
|
40.8K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-39K- 14.13% |
$7.52M - $11M
|
237K
$76.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-40.2K- 6.14% |
$7.76M - $11.3M
|
615K
$198M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-41K- 95.07% |
$7.92M - $11.6M
|
2.13K
$685K
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-42.3K- 47.58% |
$8.17M - $11.9M
|
46.6K
$15M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-43.2K- 95.42% |
$8.33M - $12.2M
|
2.07K
$668K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-47.2K- 28.22% |
$9.1M - $13.3M
|
120K
$38.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-51.6K- 95.01% |
$9.96M - $14.6M
|
2.71K
$872K
|
|
|
Oct 08, 2024
Q3 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-55.8K- 44.42% |
$10.8M - $15.7M
|
69.8K
$22.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-56.1K- 65.28% |
$10.8M - $15.8M
|
29.8K
$9.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-56.1K- 17.76% |
$10.8M - $15.8M
|
260K
$83.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Bamco Inc
New York, NY |
SELL
|
- |
-60.2K- 47.91% |
$11.6M - $17M
|
65.4K
$21.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-60.5K- 15.36% |
$11.7M - $17.1M
|
334K
$107M
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-62K- 9.49% |
$12M - $17.5M
|
591K
$190M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-65.8K- 22.09% |
$12.7M - $18.5M
|
232K
$74.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-70.8K- 74.49% |
$13.7M - $20M
|
24.2K
$7.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-86.6K- 67.29% |
$16.7M - $24.4M
|
42.1K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Junto Capital Management LP
New York, NY |
SELL
|
- |
-91.2K- 16.04% |
$17.6M - $25.7M
|
478K
$154M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-93.2K- 95.54% |
$18M - $26.3M
|
4.35K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-103K- 97.71% |
$19.9M - $29.1M
|
2.41K
$777K
|
|
|
Nov 07, 2024
Q3 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-104K- 59.59% |
$20M - $29.3M
|
70.3K
$22.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-129K- 70.29% |
$25M - $36.5M
|
54.7K
$17.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-154K- 37.82% |
$29.8M - $43.5M
|
254K
$81.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-156K- 88.34% |
$30.1M - $43.9M
|
20.5K
$6.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-158K- 98.54% |
$30.5M - $44.6M
|
2.34K
$755K
|
|
|
Nov 14, 2024
Q3 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-167K- 21.57% |
$32.3M - $47.1M
|
608K
$196M
|
|
|
Nov 12, 2024
Q3 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-174K- 19.7% |
$33.6M - $49.2M
|
710K
$229M
|
|
|
Nov 08, 2024
Q3 2024
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-194K- 82.55% |
$37.3M - $54.6M
|
40.9K
$13.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-199K- 95.9% |
$38.4M - $56.1M
|
8.5K
$2.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-215K- 27.74% |
$41.5M - $60.6M
|
559K
$180M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-220K- 97.03% |
$42.5M - $62.2M
|
6.74K
$2.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-227K- 39.06% |
$43.9M - $64.1M
|
355K
$114M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-229K- 60.16% |
$44.2M - $64.6M
|
152K
$48.8M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-301K- 60.69% |
$58.1M - $85M
|
195K
$62.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-439K- 77.33% |
$84.7M - $124M
|
129K
$41.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-574K- 93.83% |
$111M - $162M
|
37.7K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-596K- 40.64% |
$115M - $168M
|
871K
$280M
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.48M- 70.67% |
$286M - $419M
|
616K
$198M
|