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 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
94+ 32.3% |
$18.1K - $26.5K
|
385
$127K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
92+ 10.36% |
$17.8K - $26K
|
980
$323K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
90+ 0.72% |
$17.4K - $25.4K
|
12.6K
$4.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
89+ 4.07% |
$17.2K - $25.1K
|
2.28K
$750K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
88+ 10.27% |
$17K - $24.8K
|
945
$311K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
65+ 0.42% |
$12.5K - $18.3K
|
15.5K
$5.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
65+ 216.67% |
$12.5K - $18.3K
|
95
$31.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
52+ 2.1% |
$10K - $14.7K
|
2.53K
$834K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
52+ 5.19% |
$10K - $14.7K
|
1.05K
$347K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
51+ 6.2% |
$9.84K - $14.4K
|
874
$288K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
50+ 3.04% |
$9.65K - $14.1K
|
1.7K
$559K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
50New |
$9.65K - $14.1K
|
50
$16.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
49+ 2.26% |
$9.46K - $13.8K
|
2.22K
$731K
|
|
|
Nov 13, 2024
Q3 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
46+ 1.04% |
$8.88K - $13K
|
4.46K
$1.47M
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
46+ 5.12% |
$8.88K - $13K
|
945
$311K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
44+ 1.08% |
$8.49K - $12.4K
|
4.11K
$1.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
43+ 3.89% |
$8.3K - $12.1K
|
1.15K
$378K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
43+ 17.92% |
$8.3K - $12.1K
|
283
$93.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
42+ 1.77% |
$8.11K - $11.8K
|
2.42K
$796K
|
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
39+ 86.67% |
$7.53K - $11K
|
84
$27.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
38New |
$7.33K - $10.7K
|
38
$12.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
37+ 3.22% |
$7.14K - $10.4K
|
1.19K
$390K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
37+ 3.61% |
$7.14K - $10.4K
|
1.06K
$350K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
34+ 2.4% |
$6.56K - $9.59K
|
1.45K
$479K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
31+ 4.84% |
$5.98K - $8.75K
|
672
$221K
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
30+ 0.2% |
$5.79K - $8.46K
|
15.1K
$4.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
28+ 19.86% |
$5.4K - $7.9K
|
169
$55.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
28+ 21.88% |
$5.4K - $7.9K
|
156
$51.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
27+ 3.07% |
$5.21K - $7.62K
|
907
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
26+ 108.33% |
$5.02K - $7.33K
|
50
$16.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
21+ 4.62% |
$4.05K - $5.92K
|
476
$157K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
20+ 0.1% |
$3.86K - $5.64K
|
20.8K
$6.85M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
20New |
$3.86K - $5.64K
|
20
$6.59K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
20New |
$3.86K - $5.64K
|
20
$6.59K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
19New |
$3.67K - $5.36K
|
19
$6.26K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
19New |
$3.67K - $5.36K
|
19
$6.26K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
19+ 14.5% |
$3.67K - $5.36K
|
150
$49.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
18New |
$3.47K - $5.08K
|
18
$5.93K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
16New |
$3.09K - $4.51K
|
16
$5.27K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
15+ 0.88% |
$2.9K - $4.23K
|
1.73K
$569K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13+ 0.09% |
$2.51K - $3.67K
|
14.5K
$4.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
12New |
$2.32K - $3.39K
|
12
$3.95K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
12+ 0.27% |
$2.32K - $3.39K
|
4.43K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
12+ 0.01% |
$2.32K - $3.39K
|
106K
$34.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.46% |
$1.35K - $1.97K
|
1.53K
$504K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
7+ 46.67% |
$1.35K - $1.97K
|
22
$7.25K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
6+ 12.5% |
$1.16K - $1.69K
|
54
$17.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
6+ 0.51% |
$1.16K - $1.69K
|
1.19K
$391K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
5New |
$965 - $1.41K
|
5
$1.65K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4+ 50.0% |
$772 - $1.13K
|
12
$3.95K
|