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 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 66.67% |
$772 - $1.13K
|
10
$3.29K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
4+ 0.01% |
$772 - $1.13K
|
28.5K
$9.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3+ 0.19% |
$579 - $846
|
1.58K
$519K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
3+ 0.35% |
$579 - $846
|
868
$286K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3+ 0.19% |
$579 - $846
|
1.6K
$528K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2New |
$386 - $564
|
2
$659
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2+ 8.0% |
$386 - $564
|
27
$8.89K
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
2+ 0.13% |
$386 - $564
|
1.54K
$507K
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2New |
$386 - $564
|
2
$659
|
|
|
Nov 05, 2024
Q3 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
2+ 0.12% |
$386 - $564
|
1.65K
$544K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
2+ 1.77% |
$386 - $564
|
115
$37.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 33.33% |
$386 - $564
|
8
$2.64K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 33.33% |
$193 - $282
|
4
$1.32K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 50.0% |
$193 - $282
|
3
$988
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.54% |
$193 - $282
|
66
$21.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 100.0% |
$193 - $282
|
2
$659
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1+ 0.29% |
$193 - $282
|
351
$116K
|
|
|
Nov 14, 2024
Q3 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 5.26% |
$193 - $282
|
18
$5.93K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 4.55% |
$193 - $282
|
21
$6.92K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2- 0.09% |
$386 - $564
|
2.21K
$726K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2- 11.11% |
$386 - $564
|
16
$5.27K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-3- 0.3% |
$579 - $846
|
1.01K
$333K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 7.02% |
$772 - $1.13K
|
53
$17.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-5- 9.26% |
$965 - $1.41K
|
49
$16.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5- 27.78% |
$965 - $1.41K
|
13
$4.28K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5- 1.2% |
$965 - $1.41K
|
411
$135K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-7- 7.78% |
$1.35K - $1.97K
|
83
$27.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-7- 53.85% |
$1.35K - $1.97K
|
6
$1.98K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-8- 3.7% |
$1.54K - $2.26K
|
208
$68.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-9- 0.56% |
$1.74K - $2.54K
|
1.6K
$527K
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-9- 0.96% |
$1.74K - $2.54K
|
931
$307K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-9- 0.37% |
$1.74K - $2.54K
|
2.43K
$799K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-10- 5.49% |
$1.93K - $2.82K
|
172
$56.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-11- 1.26% |
$2.12K - $3.1K
|
865
$285K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-11- 9.91% |
$2.12K - $3.1K
|
100
$32.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-12- 1.35% |
$2.32K - $3.39K
|
880
$290K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-15- 78.95% |
$2.9K - $4.23K
|
4
$1.32K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-19- 2.96% |
$3.67K - $5.36K
|
622
$205K
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-22- 1.36% |
$4.25K - $6.21K
|
1.59K
$524K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-22- 12.87% |
$4.25K - $6.21K
|
149
$49.1K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-23- 5.11% |
$4.44K - $6.49K
|
427
$141K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-25- 12.2% |
$4.83K - $7.05K
|
180
$59.3K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-26- 9.56% |
$5.02K - $7.33K
|
246
$81K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-29- 1.21% |
$5.6K - $8.18K
|
2.37K
$780K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-32- 45.71% |
$6.18K - $9.03K
|
38
$12.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-32- 17.68% |
$6.18K - $9.03K
|
149
$49.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-33- 20.75% |
$6.37K - $9.31K
|
126
$41.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-33- 1.5% |
$6.37K - $9.31K
|
2.17K
$714K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-35- 5.69% |
$6.76K - $9.87K
|
580
$191K
|