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 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-62Closed |
$9.46K - $10.9K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-65- 2.85% |
$9.92K - $11.4K
|
2.21K
$729K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-72- 18.32% |
$11K - $12.6K
|
321
$106K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-75Closed |
$11.4K - $13.1K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-75- 0.64% |
$11.4K - $13.1K
|
11.7K
$3.85M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-81- 16.84% |
$12.4K - $14.2K
|
400
$132K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-88- 0.42% |
$13.4K - $15.4K
|
20.7K
$6.83M
|
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-88Closed |
$13.4K - $15.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-94- 3.89% |
$14.3K - $16.5K
|
2.32K
$765K
|
|
|
Feb 16, 2022
Q4 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-97- 0.61% |
$14.8K - $17K
|
15.8K
$5.19M
|
|
|
Jan 21, 2022
Q4 2021
|
Community Trust & Investment CO
|
SELL
|
- |
-100- 0.24% |
$15.3K - $17.5K
|
41.2K
$13.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-109- 22.43% |
$16.6K - $19.1K
|
377
$124K
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-109- 2.13% |
$16.6K - $19.1K
|
5K
$1.65M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
SELL
|
- |
-113- 5.12% |
$17.2K - $19.8K
|
2.1K
$690K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-121- 0.29% |
$18.5K - $21.2K
|
41K
$13.5M
|
|
|
Feb 08, 2022
Q4 2021
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-123- 0.12% |
$18.8K - $21.5K
|
99.1K
$32.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-129- 7.68% |
$19.7K - $22.6K
|
1.55K
$511K
|
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-150- 0.69% |
$22.9K - $26.3K
|
21.5K
$7.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-169- 3.81% |
$25.8K - $29.6K
|
4.27K
$1.41M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-177Closed |
$27K - $31K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Arizona State Retirement System
|
SELL
|
- |
-178- 0.82% |
$27.2K - $31.2K
|
21.6K
$7.11M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-178Closed |
$27.2K - $31.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-179Closed |
$27.3K - $31.3K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-200- 10.0% |
$30.5K - $35K
|
1.8K
$593K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-203- 2.36% |
$31K - $35.5K
|
8.39K
$2.76M
|
|
|
Feb 10, 2022
Q4 2021
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-204Closed |
$31.1K - $35.7K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
SELL
|
- |
-207- 5.43% |
$31.6K - $36.2K
|
3.6K
$1.19M
|
|
|
Jan 25, 2022
Q4 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-227- 1.08% |
$34.7K - $39.7K
|
20.9K
$6.87M
|
|
|
Feb 11, 2022
Q4 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-237- 93.31% |
$36.2K - $41.5K
|
17
$5.6K
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
SELL
|
- |
-251- 9.48% |
$38.3K - $43.9K
|
2.4K
$790K
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-261- 1.66% |
$39.8K - $45.7K
|
15.4K
$5.09M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-271- 0.54% |
$41.4K - $47.4K
|
50.1K
$16.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-281- 4.5% |
$42.9K - $49.2K
|
5.96K
$1.96M
|
|
|
Feb 10, 2022
Q4 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-291- 5.39% |
$44.4K - $50.9K
|
5.11K
$1.68M
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-295- 2.96% |
$45K - $51.6K
|
9.68K
$3.19M
|
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-300- 10.36% |
$45.8K - $52.5K
|
2.6K
$855K
|
|
|
Feb 14, 2022
Q4 2021
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-300- 65.08% |
$45.8K - $52.5K
|
161
$53K
|
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-302- 4.46% |
$46.1K - $52.9K
|
6.46K
$2.13M
|
|
|
Feb 02, 2022
Q4 2021
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-314- 1.08% |
$47.9K - $55K
|
28.7K
$9.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-342- 12.56% |
$52.2K - $59.9K
|
2.38K
$784K
|
|
|
Feb 14, 2022
Q4 2021
|
Impax Asset Management Group PLC
|
SELL
|
- |
-364- 2.66% |
$55.6K - $63.7K
|
13.3K
$4.39M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-370- 13.36% |
$56.5K - $64.8K
|
2.4K
$790K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-389Closed |
$59.4K - $68.1K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-400- 2.76% |
$61.1K - $70K
|
14.1K
$4.64M
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-404- 0.59% |
$61.7K - $70.7K
|
67.8K
$22.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-410- 16.01% |
$62.6K - $71.8K
|
2.15K
$709K
|
|
|
Feb 07, 2022
Q4 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-420- 5.88% |
$64.1K - $73.5K
|
6.73K
$2.22M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-472- 8.13% |
$72.1K - $82.6K
|
5.33K
$1.76M
|
|
|
Jan 20, 2022
Q4 2021
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-476- 0.54% |
$72.7K - $83.3K
|
88.3K
$29.1M
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-537- 3.18% |
$82K - $94K
|
16.4K
$5.39M
|