Purchases and Sales Made in Q4 2021 in Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Bamco Inc
New York, NY |
BUY
|
- |
10.5KNew |
$1.6M - $1.84M
|
10.5K
$3.46M
|
|
|
Feb 11, 2022
Q4 2021
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
10KNew |
$1.53M - $1.75M
|
10K
$3.29M
|
|
|
Feb 08, 2022
Q4 2021
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
9.28K+ 4.35% |
$1.42M - $1.62M
|
222K
$73.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Man Group PLC
London, X0 |
BUY
|
- |
9.04K+ 6.2% |
$1.38M - $1.58M
|
155K
$51M
|
|
|
Feb 10, 2022
Q4 2021
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
8.91KNew |
$1.36M - $1.56M
|
8.91K
$2.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
8.19K+ 23.64% |
$1.25M - $1.43M
|
42.8K
$14.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
8.15K+ 26.06% |
$1.24M - $1.43M
|
39.4K
$13M
|
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
8.01KNew |
$1.22M - $1.4M
|
8.01K
$2.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
7.72K+ 10.19% |
$1.18M - $1.35M
|
83.5K
$27.5M
|
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
7.41K+ 173.44% |
$1.13M - $1.3M
|
11.7K
$3.85M
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
7.23K+ 82.24% |
$1.1M - $1.26M
|
16K
$5.27M
|
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
7KNew |
$1.07M - $1.23M
|
7K
$2.31M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.99KNew |
$1.07M - $1.22M
|
6.99K
$2.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.45K+ 5.21% |
$984K - $1.13M
|
130K
$42.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
6.31K+ 69.5% |
$963K - $1.1M
|
15.4K
$5.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.27K+ 6.18% |
$957K - $1.1M
|
108K
$35.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
6.03KNew |
$921K - $1.06M
|
6.03K
$1.99M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
5.83K+ 19.9% |
$889K - $1.02M
|
35.1K
$11.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
5.77KNew |
$880K - $1.01M
|
5.77K
$1.9M
|
|
|
Jun 21, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
5.3KNew |
$808K - $927K
|
5.3K
$1.74M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.15K+ 1.2% |
$786K - $902K
|
434K
$143M
|
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
4.88K+ 15.4% |
$744K - $853K
|
36.5K
$12M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.55K+ 3.98% |
$695K - $797K
|
119K
$39.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
4.47KNew |
$682K - $782K
|
4.47K
$1.47M
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
4.43KNew |
$675K - $774K
|
4.43K
$1.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
4.03K+ 46.98% |
$615K - $705K
|
12.6K
$4.15M
|
|
|
Jan 25, 2022
Q4 2021
|
Oak Thistle LLC
|
BUY
|
- |
3.98KNew |
$608K - $697K
|
3.98K
$1.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Azora Capital LP
Miami, FL |
BUY
|
- |
3.97K+ 6.54% |
$606K - $694K
|
64.6K
$21.3M
|
|
|
Mar 03, 2022
Q4 2021
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
3.83K+ 130.42% |
$584K - $670K
|
6.77K
$2.23M
|
|
|
Feb 10, 2022
Q4 2021
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
3.77K+ 9.87% |
$576K - $660K
|
42K
$13.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.59K+ 5.46% |
$549K - $629K
|
69.4K
$22.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Winton Group LTD
London, X0 |
BUY
|
- |
3.35KNew |
$512K - $586K
|
3.35K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
3.23K+ 78.7% |
$492K - $564K
|
7.32K
$2.41M
|
|
|
Feb 01, 2022
Q4 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.12K+ 40.51% |
$477K - $547K
|
10.8K
$3.57M
|
|
|
Feb 10, 2022
Q4 2021
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
3KNew |
$458K - $525K
|
3K
$988K
|
|
|
Feb 11, 2022
Q4 2021
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.99K+ 24.25% |
$456K - $523K
|
15.3K
$5.04M
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
2.86KNew |
$437K - $501K
|
2.86K
$942K
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.84KNew |
$433K - $497K
|
2.84K
$935K
|
|
|
Feb 10, 2022
Q4 2021
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
2.81K+ 21.99% |
$429K - $491K
|
15.6K
$5.13M
|
|
|
Jan 31, 2022
Q4 2021
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
2.7K+ 26.77% |
$412K - $473K
|
12.8K
$4.22M
|
|
|
Feb 17, 2022
Q4 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.7KNew |
$411K - $472K
|
2.7K
$888K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.63KNew |
$401K - $460K
|
2.63K
$866K
|
|
|
Feb 14, 2022
Q4 2021
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.53K+ 153.96% |
$385K - $442K
|
4.17K
$1.37M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.51K+ 8.35% |
$383K - $439K
|
32.6K
$10.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
2.46KNew |
$376K - $431K
|
2.46K
$811K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
2.44KNew |
$372K - $426K
|
2.44K
$802K
|
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.34KNew |
$358K - $410K
|
2.34K
$772K
|
|
|
Jan 31, 2022
Q4 2021
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.34KNew |
$357K - $409K
|
2.34K
$770K
|
|
|
Feb 18, 2022
Q4 2021
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
2.31KNew |
$353K - $404K
|
2.31K
$761K
|
|
|
Feb 14, 2022
Q4 2021
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
2.3K+ 1.88% |
$352K - $403K
|
125K
$41.2M
|