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 |
|---|---|---|---|---|---|---|---|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-35- 2.69% |
$6.76K - $9.87K
|
1.27K
$408K
|
|
|
Nov 08, 2024
Q3 2024
|
Thornburg Investment Management Inc
|
SELL
|
- |
-37- 0.07% |
$7.14K - $10.4K
|
50.6K
$16.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-38- 88.37% |
$7.33K - $10.7K
|
5
$1.61K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-40- 2.51% |
$7.72K - $11.3K
|
1.55K
$500K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-40- 36.36% |
$7.72K - $11.3K
|
70
$22.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-44- 1.69% |
$8.49K - $12.4K
|
2.56K
$825K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-46- 3.39% |
$8.88K - $13K
|
1.31K
$422K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-48- 1.83% |
$9.26K - $13.5K
|
2.58K
$830K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-55- 8.96% |
$10.6K - $15.5K
|
559
$180K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-57- 82.61% |
$11K - $16.1K
|
12
$3.86K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-58- 4.9% |
$11.2K - $16.4K
|
1.13K
$363K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-60- 3.95% |
$11.6K - $16.9K
|
1.46K
$470K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-64- 12.65% |
$12.4K - $18.1K
|
442
$142K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-70- 9.28% |
$13.5K - $19.7K
|
684
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-71- 5.82% |
$13.7K - $20K
|
1.15K
$370K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-77- 2.11% |
$14.9K - $21.7K
|
3.58K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-77- 4.82% |
$14.9K - $21.7K
|
1.52K
$490K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-89- 1.12% |
$17.2K - $25.1K
|
7.87K
$2.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-91- 6.26% |
$17.6K - $25.7K
|
1.36K
$439K
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-92- 1.92% |
$17.8K - $26K
|
4.69K
$1.51M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-93- 8.37% |
$17.9K - $26.2K
|
1.02K
$328K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-99- 8.22% |
$19.1K - $27.9K
|
1.11K
$356K
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-102- 6.75% |
$19.7K - $28.8K
|
1.41K
$454K
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-110- 3.85% |
$21.2K - $31K
|
2.75K
$885K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-124- 1.95% |
$23.9K - $35K
|
6.24K
$2.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-126- 12.17% |
$24.3K - $35.5K
|
909
$293K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-147- 12.2% |
$28.4K - $41.5K
|
1.06K
$341K
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-148- 12.11% |
$28.6K - $41.8K
|
1.07K
$346K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-171- 11.54% |
$33K - $48.2K
|
1.31K
$422K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-176- 6.25% |
$34K - $49.6K
|
2.64K
$851K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-189- 13.78% |
$36.5K - $53.3K
|
1.18K
$381K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-199- 22.82% |
$38.4K - $56.1K
|
673
$217K
|
|
|
Oct 15, 2024
Q3 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-200- 1.72% |
$38.6K - $56.4K
|
11.4K
$3.67M
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-218- 14.46% |
$42.1K - $61.5K
|
1.29K
$415K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-223- 0.72% |
$43K - $62.9K
|
30.8K
$9.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
SELL
|
- |
-235- 1.77% |
$45.4K - $66.3K
|
13.1K
$4.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-249- 20.38% |
$48.1K - $70.2K
|
973
$313K
|
|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-264- 20.85% |
$51K - $74.5K
|
1K
$323K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-271- 82.87% |
$52.3K - $76.4K
|
56
$18K
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-288- 4.49% |
$55.6K - $81.2K
|
6.12K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-293- 14.46% |
$56.5K - $82.7K
|
1.73K
$558K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-297- 19.05% |
$57.3K - $83.8K
|
1.26K
$406K
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-307- 11.22% |
$59.3K - $86.6K
|
2.43K
$782K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-313- 15.48% |
$60.4K - $88.3K
|
1.71K
$550K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-319- 10.27% |
$61.6K - $90K
|
2.79K
$897K
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-354- 22.97% |
$68.3K - $99.9K
|
1.19K
$382K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-384- 7.29% |
$74.1K - $108K
|
4.89K
$1.57M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-400- 20.8% |
$77.2K - $113K
|
1.52K
$490K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-417- 28.29% |
$80.5K - $118K
|
1.06K
$340K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-428- 0.96% |
$82.6K - $121K
|
44.2K
$14.2M
|