Purchases and Sales Made in Q3 2024 in Lpl Financial Holdings Inc. (LPLA)

LPLA Quotes by TradingView

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 01, 2024 Q3 2024
Aegon Asset Management Uk PLC

BUY
 -
533
+ 0.86%
$103K - $150K
62.3K $20.5M
Oct 18, 2024 Q3 2024
Old National Bancorp

BUY
 -
529
+ 21.15%
$102K - $149K
3.03K $998K
Nov 04, 2024 Q3 2024
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
520
+ 100.39%
$100K - $147K
1.04K $342K
Oct 10, 2024 Q3 2024
Livforsakringsbolaget Skandia, Omsesidigt

Stockholm, V7
BUY
 -
500
+ 500.0%
$96.5K - $141K
600 $198K
Nov 14, 2024 Q3 2024
Treasurer Of The State Of North Carolina

BUY
 -
500
+ 0.99%
$96.5K - $141K
51K $16.8M
Oct 09, 2024 Q3 2024
Lvw Advisors, LLC

BUY
 -
499
+ 13.9%
$96.3K - $141K
4.09K $1.35M
Oct 21, 2024 Q3 2024
Whittier Trust CO Of Nevada Inc

BUY
 -
495
+ 4.18%
$95.5K - $140K
12.3K $4.06M
Oct 17, 2024 Q3 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
492
+ 101.44%
$95K - $139K
977 $322K
Nov 08, 2024 Q3 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
423
+ 11.87%
$81.6K - $119K
3.99K $1.31M
Nov 14, 2024 Q3 2024
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
422
+ 14.12%
$81.4K - $119K
3.41K $1.12M
Nov 14, 2024 Q3 2024
Ieq Capital, LLC

BUY
 -
408
+ 22.87%
$78.7K - $115K
2.19K $722K
Nov 13, 2024 Q3 2024
Vinva Investment Management LTD

Sydney, C3
BUY
 -
393
+ 14.11%
$75.8K - $111K
3.18K $1.05M
Nov 13, 2024 Q3 2024
Cynosure Management, LLC

Salt Lake City, UT
BUY
 -
385
+ 28.75%
$74.3K - $109K
1.72K $568K
Nov 13, 2024 Q3 2024
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
365
+ 7.08%
$70.4K - $103K
5.52K $1.82M
Nov 14, 2024 Q3 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
358
+ 44.03%
$69.1K - $101K
1.17K $386K
Nov 06, 2024 Q3 2024
Sheaff Brock Investment Advisors, LLC

BUY
 -
358
+ 4.33%
$69.1K - $101K
8.63K $2.84M
Nov 14, 2024 Q3 2024
Crawford Investment Counsel Inc

Atlanta, GA
BUY
 -
348
+ 8.41%
$67.2K - $98.2K
4.49K $1.48M
Oct 15, 2024 Q3 2024
Baldwin Brothers LLC

BUY
 -
337
New
$65K - $95.1K
337 $111K
Oct 22, 2024 Q3 2024
Ifm Investors Pty LTD

BUY
 -
303
+ 1.95%
$58.5K - $85.5K
15.9K $5.23M
Oct 24, 2024 Q3 2024
Forsta Ap Fonden

Stockholm, V7
BUY
 -
300
+ 1.96%
$57.9K - $84.6K
15.6K $5.14M
Oct 22, 2024 Q3 2024
Argent Capital Management LLC

BUY
 -
300
+ 1.98%
$57.9K - $84.6K
15.5K $5.09M
Nov 14, 2024 Q3 2024
Nbt Bank N A

BUY
 -
296
New
$57.1K - $83.5K
296 $97.5K
Nov 14, 2024 Q3 2024
Nissay Asset Management Corp

Tokyo, M0
BUY
 -
296
+ 3.33%
$57.1K - $83.5K
9.18K $3.03M
Oct 28, 2024 Q3 2024
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
292
+ 2.67%
$56.4K - $82.4K
11.2K $3.7M
Oct 18, 2024 Q3 2024
Commonwealth Equity Services, LLC

BUY
 -
288
+ 5.08%
$55.6K - $81.2K
5.96K $1.96M
Oct 22, 2024 Q3 2024
Private Advisor Group, LLC

BUY
 -
276
+ 1.03%
$53.3K - $77.9K
27.1K $8.93M
Nov 14, 2024 Q3 2024
Kovitz Investment Group Partners, LLC

BUY
 -
247
+ 4.57%
$47.7K - $69.7K
5.65K $1.86M
Oct 29, 2024 Q3 2024
Robeco Institutional Asset Management B.V.

BUY
 -
190
+ 2.63%
$36.7K - $53.6K
7.42K $2.44M
Oct 18, 2024 Q3 2024
Flaharty Asset Management, LLC

BUY
 -
187
New
$36.1K - $52.8K
187 $61.6K
Nov 13, 2024 Q3 2024
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
184
New
$35.5K - $51.9K
184 $60.6K
Oct 29, 2024 Q3 2024
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
167
New
$32.2K - $47.1K
167 $55K
Nov 04, 2024 Q3 2024
State Of New Jersey Common Pension Fund D

BUY
 -
165
+ 0.61%
$31.8K - $46.5K
27.4K $9.03M
Nov 12, 2024 Q3 2024
Wintrust Investments LLC

Chicago, IL
BUY
 -
162
New
$31.3K - $45.7K
162 $53.4K
Nov 13, 2024 Q3 2024
J.Safra Asset Management Corp

BUY
 -
151
+ 68.02%
$29.1K - $42.6K
373 $123K
Oct 11, 2024 Q3 2024
Paladin Wealth, LLC

Arden Hills, MN
BUY
 -
146
New
$28.2K - $41.2K
146 $48.1K
Oct 11, 2024 Q3 2024
Oliver Luxxe Assets LLC

Gladstone, NJ
BUY
 -
144
+ 1.75%
$27.8K - $40.6K
8.37K $2.76M
Nov 13, 2024 Q3 2024
Aster Capital Management (Difc) LTD

Dubai, C0
BUY
 -
140
New
$27K - $39.5K
140 $46.1K
Nov 14, 2024 Q3 2024
Group One Trading, L.P.

Chicago, IL
BUY
 -
140
New
$27K - $39.5K
140 $46.1K
Nov 13, 2024 Q3 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
135
+ 60.0%
$26.1K - $38.1K
360 $119K
Nov 04, 2024 Q3 2024
Ashton Thomas Securities, LLC

Rochester, NY
BUY
 -
132
New
$25.5K - $37.2K
132 $43.5K
Nov 14, 2024 Q3 2024
Geneos Wealth Management Inc.

BUY
 -
132
New
$25.5K - $37.2K
132 $43.5K
Nov 21, 2024 Q3 2024
Sky View Investment Advisors, LLC

Shrewsbury, NJ
BUY
 -
131
+ 2.78%
$25.3K - $37K
4.84K $1.59M
Oct 24, 2024 Q3 2024
Deka Bank Deutsche Girozentrale

BUY
 -
131
+ 1.53%
$25.3K - $37K
8.72K $2.87M
Oct 30, 2024 Q3 2024
Asb Consultores, LLC

Aventura, FL
BUY
 -
124
+ 16.85%
$23.9K - $35K
860 $283K
Nov 14, 2024 Q3 2024
Credit Agricole S A

BUY
 -
118
+ 2.34%
$22.8K - $33.3K
5.15K $1.7M
Oct 31, 2024 Q3 2024
Portside Wealth Group, LLC

Provo, UT
BUY
 -
111
+ 13.5%
$21.4K - $31.3K
933 $307K
Nov 04, 2024 Q3 2024
High Point Advisor Group LLC

Downers Grove, IL
BUY
 -
104
+ 4.34%
$20.1K - $29.3K
2.5K $823K
Nov 14, 2024 Q3 2024
Utah Retirement Systems

Salt Lake City, UT
BUY
 -
100
+ 0.82%
$19.3K - $28.2K
12.3K $4.06M
Nov 14, 2024 Q3 2024
Beacon Investment Advisors LLC

Gaithersburg, MD
BUY
 -
97
+ 1.05%
$18.7K - $27.4K
9.33K $3.07M

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