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 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-430- 90.53% |
$83K - $121K
|
45
$14.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-432- 14.6% |
$83.4K - $122K
|
2.53K
$832K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-436- 24.8% |
$84.1K - $123K
|
1.32K
$435K
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-465- 48.54% |
$89.7K - $131K
|
493
$162K
|
|
|
Nov 12, 2024
Q3 2024
|
Oak Thistle LLC
|
SELL
|
- |
-494- 35.51% |
$95.3K - $139K
|
897
$295K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-517- 1.41% |
$99.8K - $146K
|
36.2K
$11.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-523- 8.0% |
$101K - $148K
|
6.01K
$1.98M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-525- 91.62% |
$101K - $148K
|
48
$15.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-548- 8.07% |
$106K - $155K
|
6.24K
$2.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-554- 99.82% |
$107K - $156K
|
1
$329
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-555- 3.66% |
$107K - $157K
|
14.6K
$4.81M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-562- 32.41% |
$108K - $159K
|
1.17K
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-574- 12.07% |
$111K - $162K
|
4.18K
$1.38M
|
|
|
Nov 04, 2024
Q3 2024
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-576- 0.13% |
$111K - $162K
|
458K
$151M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-583- 93.73% |
$113K - $164K
|
39
$12.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-600- 2.02% |
$116K - $169K
|
29.1K
$9.59M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-600- 33.33% |
$116K - $169K
|
1.2K
$395K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-604- 15.4% |
$117K - $170K
|
3.32K
$1.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-618- 19.5% |
$119K - $174K
|
2.55K
$841K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-749- 25.13% |
$145K - $211K
|
2.23K
$735K
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-751- 12.71% |
$145K - $212K
|
5.16K
$1.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-767- 28.69% |
$148K - $216K
|
1.91K
$628K
|
|
|
Oct 29, 2024
Q3 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-808- 32.15% |
$156K - $228K
|
1.71K
$562K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-810- 8.99% |
$156K - $229K
|
8.2K
$2.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-817- 17.86% |
$158K - $230K
|
3.76K
$1.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-841- 6.21% |
$162K - $237K
|
12.7K
$4.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-847- 42.01% |
$163K - $239K
|
1.17K
$385K
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-851- 19.34% |
$164K - $240K
|
3.55K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-864- 8.69% |
$167K - $244K
|
9.08K
$2.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-873- 0.18% |
$168K - $246K
|
486K
$160M
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-899- 91.73% |
$174K - $254K
|
81
$26.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-950- 21.32% |
$183K - $268K
|
3.51K
$1.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-977- 11.22% |
$189K - $276K
|
7.73K
$2.55M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-982- 36.92% |
$190K - $277K
|
1.68K
$553K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-991- 4.66% |
$191K - $280K
|
20.3K
$6.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-1.02K- 25.5% |
$197K - $288K
|
2.98K
$982K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.08K- 22.64% |
$208K - $304K
|
3.68K
$1.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.08K- 36.45% |
$209K - $306K
|
1.89K
$623K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.14K- 31.1% |
$220K - $322K
|
2.53K
$833K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.24K- 77.24% |
$239K - $350K
|
365
$120K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.28K- 7.62% |
$246K - $360K
|
15.5K
$5.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-1.3K- 11.39% |
$251K - $367K
|
10.1K
$3.33M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.39K- 8.4% |
$269K - $393K
|
15.2K
$5M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.48K- 6.01% |
$285K - $417K
|
23.1K
$7.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.62K- 4.57% |
$312K - $457K
|
33.8K
$11.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.64K- 63.23% |
$317K - $464K
|
956
$315K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.65K- 20.93% |
$318K - $465K
|
6.23K
$2.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.67K- 32.47% |
$322K - $471K
|
3.47K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.7K- 28.57% |
$328K - $480K
|
4.25K
$1.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-1.72K- 49.4% |
$331K - $484K
|
1.76K
$579K
|