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 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.15KNew |
$328K - $376K
|
2.15K
$708K
|
|
|
Feb 10, 2022
Q4 2021
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.13K+ 2.9% |
$325K - $372K
|
75.5K
$24.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.04K+ 44.45% |
$311K - $357K
|
6.63K
$2.18M
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.01K+ 31.31% |
$307K - $352K
|
8.43K
$2.78M
|
|
|
Feb 09, 2022
Q4 2021
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
2K+ 12.74% |
$305K - $350K
|
17.7K
$5.83M
|
|
|
Jan 31, 2022
Q4 2021
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
1.98K+ 4.7% |
$302K - $347K
|
44.1K
$14.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.98KNew |
$301K - $346K
|
1.98K
$651K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
1.97K+ 5.58% |
$301K - $345K
|
37.3K
$12.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.94KNew |
$297K - $340K
|
1.94K
$640K
|
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1.94K+ 0.98% |
$296K - $340K
|
200K
$65.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.94K+ 56.09% |
$295K - $339K
|
5.39K
$1.77M
|
|
|
Feb 11, 2022
Q4 2021
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
1.93K+ 118.28% |
$294K - $337K
|
3.56K
$1.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
1.87K+ 56.95% |
$286K - $328K
|
5.16K
$1.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
1.86KNew |
$284K - $326K
|
1.86K
$614K
|
|
|
Feb 04, 2022
Q4 2021
|
Sumitomo Life Insurance CO
|
BUY
|
- |
1.8K+ 28.83% |
$275K - $315K
|
8.04K
$2.65M
|
|
|
May 16, 2022
Q4 2021
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.75KNew |
$267K - $306K
|
1.75K
$575K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.7K+ 23.76% |
$260K - $298K
|
8.86K
$2.92M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.7KNew |
$259K - $297K
|
1.7K
$559K
|
|
|
Feb 14, 2022
Q4 2021
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.69KNew |
$259K - $296K
|
1.69K
$558K
|
|
|
Feb 15, 2022
Q4 2021
|
Blue Mar Capital Management, LLC
Miami, FL |
BUY
|
- |
1.66K+ 1.65% |
$253K - $291K
|
102K
$33.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
1.58K+ 1285.37% |
$241K - $277K
|
1.7K
$561K
|
|
|
Feb 14, 2022
Q4 2021
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.56K+ 27.99% |
$238K - $273K
|
7.13K
$2.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.55K+ 64.94% |
$237K - $272K
|
3.94K
$1.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
1.55K+ 72.05% |
$236K - $271K
|
3.69K
$1.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
1.5KNew |
$230K - $263K
|
1.5K
$495K
|
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
1.49K+ 77.37% |
$228K - $261K
|
3.42K
$1.13M
|
|
|
Feb 07, 2022
Q4 2021
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
1.48K+ 80.9% |
$226K - $259K
|
3.31K
$1.09M
|
|
|
Feb 04, 2022
Q4 2021
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
1.47KNew |
$224K - $256K
|
1.47K
$483K
|
|
|
Jan 31, 2022
Q4 2021
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.46K+ 1.0% |
$223K - $256K
|
148K
$48.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.38K+ 2.27% |
$211K - $242K
|
62.1K
$20.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.33KNew |
$203K - $233K
|
1.33K
$438K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.3KNew |
$198K - $228K
|
1.3K
$428K
|
|
|
Feb 14, 2022
Q4 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.29KNew |
$196K - $225K
|
1.29K
$424K
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.25KNew |
$191K - $219K
|
1.25K
$412K
|
|
|
Feb 14, 2022
Q4 2021
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
1.1K+ 2.47% |
$168K - $193K
|
45.7K
$15.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.08K+ 239.82% |
$165K - $190K
|
1.54K
$506K
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.04K+ 17.49% |
$159K - $182K
|
6.99K
$2.3M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
963+ 1.26% |
$147K - $169K
|
77.1K
$25.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
936+ 9.66% |
$143K - $164K
|
10.6K
$3.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
896+ 1006.74% |
$137K - $157K
|
985
$324K
|
|
|
Feb 14, 2022
Q4 2021
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
894+ 2416.22% |
$136K - $156K
|
931
$307K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
858+ 1.75% |
$131K - $150K
|
49.8K
$16.4M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
853+ 48.03% |
$130K - $149K
|
2.63K
$866K
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
831+ 27.97% |
$127K - $145K
|
3.8K
$1.25M
|
|
|
Feb 03, 2022
Q4 2021
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
800+ 12.12% |
$122K - $140K
|
7.4K
$2.44M
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
800+ 7.96% |
$122K - $140K
|
10.9K
$3.57M
|
|
|
Feb 11, 2022
Q4 2021
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
800New |
$122K - $140K
|
800
$264K
|
|
|
Feb 14, 2022
Q4 2021
|
Heron Bay Capital Management
|
BUY
|
- |
684+ 4.93% |
$104K - $120K
|
14.6K
$4.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
678+ 1.86% |
$103K - $119K
|
37.2K
$12.3M
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
653New |
$99.7K - $114K
|
653
$215K
|