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 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.61K+ 116.9% |
$310K - $453K
|
2.98K
$981K
|
|
|
Nov 13, 2024
Q3 2024
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
1.42K+ 42.16% |
$274K - $401K
|
4.79K
$1.58M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.37K+ 45.55% |
$265K - $387K
|
4.39K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
1.35KNew |
$261K - $381K
|
1.35K
$445K
|
|
|
Nov 07, 2024
Q3 2024
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
1.34K+ 3.22% |
$259K - $378K
|
43K
$14.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.33K+ 14.38% |
$256K - $375K
|
10.6K
$3.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
1.31KNew |
$253K - $370K
|
1.31K
$433K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.3K+ 15.59% |
$252K - $368K
|
9.67K
$3.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.25K+ 6.53% |
$241K - $352K
|
20.3K
$6.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
1.2K+ 6.15% |
$232K - $339K
|
20.7K
$6.82M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.19K+ 10.96% |
$230K - $337K
|
12.1K
$3.98M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
1.18K+ 59.81% |
$228K - $334K
|
3.16K
$1.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.15KNew |
$221K - $323K
|
1.15K
$377K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.11K+ 27.86% |
$214K - $312K
|
5.08K
$1.67M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.1K+ 4.23% |
$213K - $311K
|
27.2K
$8.96M
|
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1.1KNew |
$212K - $310K
|
1.1K
$362K
|
|
|
Nov 12, 2024
Q3 2024
|
Foresight Global Investors, Inc.
Purchase, NY |
BUY
|
- |
1.1K+ 19.82% |
$212K - $310K
|
6.65K
$2.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.09K+ 63.67% |
$211K - $308K
|
2.81K
$925K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.08KNew |
$209K - $305K
|
1.08K
$356K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.06K+ 17.2% |
$204K - $298K
|
7.2K
$2.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.03KNew |
$199K - $290K
|
1.03K
$339K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
1.03K+ 4.72% |
$198K - $289K
|
22.8K
$7.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
952+ 25.39% |
$184K - $269K
|
4.7K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
951+ 4.65% |
$184K - $268K
|
21.4K
$7.05M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
923+ 7.78% |
$178K - $260K
|
12.8K
$4.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
923+ 57.69% |
$178K - $260K
|
2.52K
$831K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
918+ 15.67% |
$177K - $259K
|
6.78K
$2.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
916New |
$177K - $258K
|
916
$302K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
908+ 2.08% |
$175K - $256K
|
44.6K
$14.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
898+ 20.92% |
$173K - $253K
|
5.19K
$1.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
882New |
$170K - $249K
|
882
$291K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
867+ 12.2% |
$167K - $245K
|
7.97K
$2.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
830+ 7.71% |
$160K - $234K
|
11.6K
$3.82M
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
821+ 23.02% |
$158K - $232K
|
4.39K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
800+ 48.16% |
$154K - $226K
|
2.46K
$811K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
783New |
$151K - $221K
|
783
$258K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
769+ 39.4% |
$148K - $217K
|
2.72K
$896K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
743+ 44.62% |
$143K - $210K
|
2.41K
$793K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
732+ 15.11% |
$141K - $206K
|
5.58K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
680+ 3.51% |
$131K - $192K
|
20.1K
$6.61M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
648+ 13.07% |
$125K - $183K
|
5.61K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
632+ 17.83% |
$122K - $178K
|
4.18K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
623+ 0.42% |
$120K - $176K
|
148K
$48.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
608+ 0.41% |
$117K - $172K
|
148K
$48.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
592+ 7.14% |
$114K - $167K
|
8.89K
$2.93M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
576+ 15.87% |
$111K - $162K
|
4.21K
$1.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
563+ 11.19% |
$109K - $159K
|
5.59K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
550+ 3.97% |
$106K - $155K
|
14.4K
$4.74M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
549+ 38.23% |
$106K - $155K
|
1.99K
$654K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
540+ 2076.92% |
$104K - $152K
|
566
$186K
|