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
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
532+ 1.1% |
$81.2K - $93.1K
|
48.9K
$16.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
479+ 26.61% |
$73.1K - $83.8K
|
2.28K
$751K
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
470+ 13.19% |
$71.7K - $82.3K
|
4.03K
$1.33M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
470+ 10.63% |
$71.7K - $82.3K
|
4.89K
$1.61M
|
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
450+ 4.47% |
$68.7K - $78.8K
|
10.5K
$3.47M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
442+ 11.25% |
$67.5K - $77.4K
|
4.37K
$1.44M
|
|
|
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
410+ 19.29% |
$62.6K - $71.8K
|
2.54K
$835K
|
|
|
Jan 24, 2022
Q4 2021
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
402+ 2.26% |
$61.4K - $70.4K
|
18.2K
$5.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
393+ 30.8% |
$60K - $68.8K
|
1.67K
$550K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
391New |
$59.7K - $68.4K
|
391
$129K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
385+ 204.79% |
$58.8K - $67.4K
|
573
$189K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
372+ 3.0% |
$56.8K - $65.1K
|
12.8K
$4.21M
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
353+ 4.62% |
$53.9K - $61.8K
|
7.99K
$2.63M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
347+ 36.41% |
$53K - $60.7K
|
1.3K
$428K
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
314+ 3.74% |
$47.9K - $55K
|
8.71K
$2.87M
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
307+ 1.28% |
$46.9K - $53.7K
|
24.4K
$8.03M
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
296New |
$45.2K - $51.8K
|
296
$97.5K
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
281New |
$42.9K - $49.2K
|
281
$92.6K
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
261+ 8.7% |
$39.8K - $45.7K
|
3.26K
$1.07M
|
|
|
Jan 28, 2022
Q4 2021
|
Congress Asset Management CO
|
BUY
|
- |
261+ 2.04% |
$39.8K - $45.7K
|
13K
$4.29M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
260+ 198.47% |
$39.7K - $45.5K
|
391
$129K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
220+ 138.36% |
$33.6K - $38.5K
|
379
$125K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
203+ 3.25% |
$31K - $35.5K
|
6.45K
$2.12M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
200+ 235.29% |
$30.5K - $35K
|
285
$93.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
200+ 13.98% |
$30.5K - $35K
|
1.63K
$537K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
198+ 30.14% |
$30.2K - $34.7K
|
855
$282K
|
|
|
Feb 14, 2022
Q4 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
190+ 0.66% |
$29K - $33.3K
|
28.9K
$9.51M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
170+ 3.48% |
$26K - $29.8K
|
5.06K
$1.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
160New |
$24.4K - $28K
|
160
$52.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
132+ 0.81% |
$20.1K - $23.1K
|
16.5K
$5.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
115+ 0.23% |
$17.6K - $20.1K
|
49.4K
$16.3M
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
105+ 6.78% |
$16K - $18.4K
|
1.65K
$545K
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.7% |
$15.3K - $17.5K
|
14.4K
$4.75M
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
90+ 2.76% |
$13.7K - $15.8K
|
3.35K
$1.1M
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
90+ 24.46% |
$13.7K - $15.8K
|
458
$151K
|
|
|
Feb 14, 2022
Q4 2021
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
84+ 0.72% |
$12.8K - $14.7K
|
11.7K
$3.86M
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
80+ 444.44% |
$12.2K - $14K
|
98
$32.3K
|
|
|
Feb 02, 2022
Q4 2021
|
O'Shares Investment Advisers, LLC
|
BUY
|
- |
76+ 2.31% |
$11.6K - $13.3K
|
3.37K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
68New |
$10.4K - $11.9K
|
68
$22.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
67New |
$10.2K - $11.7K
|
67
$22.1K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
61+ 3.01% |
$9.31K - $10.7K
|
2.09K
$687K
|
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
59+ 0.6% |
$9.01K - $10.3K
|
9.82K
$3.24M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
58+ 3.57% |
$8.85K - $10.2K
|
1.68K
$554K
|
|
|
Feb 14, 2022
Q4 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
54+ 1.62% |
$8.24K - $9.45K
|
3.38K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
45+ 3.05% |
$6.87K - $7.88K
|
1.52K
$501K
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
44+ 2.63% |
$6.72K - $7.7K
|
1.71K
$565K
|
|
|
Jan 31, 2022
Q4 2021
|
Xponance, Inc.
|
BUY
|
- |
43+ 0.48% |
$6.56K - $7.53K
|
8.93K
$2.94M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
39+ 13.18% |
$5.95K - $6.83K
|
335
$110K
|
|
|
Feb 14, 2022
Q4 2021
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
37New |
$5.65K - $6.48K
|
37
$12.2K
|
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
32+ 2.22% |
$4.88K - $5.6K
|
1.48K
$486K
|