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 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
6.85K+ 4257.14% |
$1.32M - $1.93M
|
7.02K
$2.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
6.78K+ 51.61% |
$1.31M - $1.91M
|
19.9K
$6.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Heron Bay Capital Management
|
BUY
|
- |
6.29K+ 7.0% |
$1.21M - $1.77M
|
96.1K
$31M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
6.21KNew |
$1.2M - $1.75M
|
6.21K
$2M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
5.81KNew |
$1.12M - $1.64M
|
5.81K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
5.77K+ 24.48% |
$1.11M - $1.63M
|
29.3K
$9.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.68K+ 5.65% |
$1.1M - $1.6M
|
106K
$34.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
5.65K+ 12.8% |
$1.09M - $1.59M
|
49.8K
$16M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.36K+ 800.9% |
$1.03M - $1.51M
|
6.03K
$1.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
5.32K+ 50.57% |
$1.03M - $1.5M
|
15.8K
$5.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.3K+ 68.9% |
$1.02M - $1.5M
|
13K
$4.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
4.89K+ 34.95% |
$944K - $1.38M
|
18.9K
$6.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
4.72K+ 13.05% |
$912K - $1.33M
|
40.9K
$13.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
4.7K+ 49.07% |
$907K - $1.33M
|
14.3K
$4.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
4.57K+ 2.68% |
$882K - $1.29M
|
175K
$56.4M
|
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
4.52K+ 4.0% |
$873K - $1.28M
|
118K
$37.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
4.45K+ 1335.74% |
$858K - $1.25M
|
4.78K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.38K+ 5.26% |
$846K - $1.24M
|
87.7K
$28.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
4.14KNew |
$799K - $1.17M
|
4.14K
$1.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
4.13K+ 106.38% |
$798K - $1.17M
|
8.02K
$2.58M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
4.06K+ 35.12% |
$783K - $1.14M
|
15.6K
$5.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
3.95KNew |
$762K - $1.11M
|
3.95K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.81K+ 98.86% |
$735K - $1.07M
|
7.66K
$2.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.53K+ 15.98% |
$681K - $995K
|
25.6K
$8.25M
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3.5K+ 21.63% |
$676K - $987K
|
19.7K
$6.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
3.5KNew |
$676K - $987K
|
3.5K
$1.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
3.5K+ 13.95% |
$675K - $986K
|
28.5K
$9.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.44K+ 15.67% |
$665K - $972K
|
25.4K
$8.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.39K+ 90.65% |
$655K - $957K
|
7.13K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
3.37KNew |
$650K - $951K
|
3.37K
$1.09M
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
3.32K+ 22.54% |
$641K - $937K
|
18.1K
$5.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.24K+ 112.48% |
$624K - $913K
|
6.11K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
3K+ 6.18% |
$579K - $846K
|
51.5K
$16.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
2.82KNew |
$545K - $796K
|
2.82K
$909K
|
|
|
Oct 15, 2024
Q3 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
2.72K+ 19.84% |
$525K - $767K
|
16.4K
$5.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
2.3K+ 145.85% |
$444K - $650K
|
3.88K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.27KNew |
$437K - $639K
|
2.27K
$730K
|
|
|
Nov 14, 2024
Q3 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.15K+ 61.27% |
$415K - $607K
|
5.66K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.15KNew |
$415K - $606K
|
2.15K
$692K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
2.12KNew |
$410K - $599K
|
2.12K
$684K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.12KNew |
$410K - $599K
|
2.12K
$683K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
2.05K+ 36.77% |
$395K - $577K
|
7.61K
$2.45M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2KNew |
$386K - $564K
|
2K
$644K
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
1.89KNew |
$364K - $532K
|
1.89K
$607K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.78KNew |
$343K - $502K
|
1.78K
$573K
|
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
BUY
|
- |
1.74K+ 2.2% |
$336K - $491K
|
80.9K
$26M
|
|
|
Nov 01, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
1.72K+ 97.61% |
$331K - $484K
|
3.47K
$1.12M
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
1.66K+ 96.79% |
$320K - $468K
|
3.37K
$1.09M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
1.64KNew |
$317K - $463K
|
1.64K
$529K
|
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.63K+ 3.54% |
$314K - $459K
|
47.6K
$15.3M
|