Purchases and Sales Made in Q4 2021 in Lpl Financial Holdings Inc. (LPLA)

LPLA Quotes by TradingView

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 11, 2022 Q4 2021
Us Bancorp \De\

SELL
 -
-557
- 0.98%
$85K - $97.5K
56.2K $18.5M
Feb 09, 2022 Q4 2021
Mitsubishi Ufj Trust & Banking Corp

Tokyo, M0
SELL
 -
-558
- 9.38%
$85.2K - $97.7K
5.39K $1.77M
Feb 08, 2022 Q4 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-580
- 15.34%
$88.5K - $102K
3.2K $1.05M
Feb 15, 2022 Q4 2021
Systematic Alpha Investments, LLC

Princeton, NJ
SELL
 -
-760
Closed
$116K - $133K
0 $0
Jan 05, 2022 Q4 2021
Fulton Bank, N.A.

SELL
 -
-886
- 7.24%
$135K - $155K
11.3K $3.74M
Feb 18, 2022 Q4 2021
Kb Financial Partners, LLC

Princeton, NJ
SELL
 -
-897
- 22.53%
$137K - $157K
3.08K $1.02M
Jan 19, 2022 Q4 2021
Ibm Retirement Fund

SELL
 -
-921
- 40.93%
$141K - $161K
1.33K $438K
Feb 14, 2022 Q4 2021
Jacobi Capital Management LLC

SELL
 -
-941
Closed
$144K - $165K
0 $0
Feb 11, 2022 Q4 2021
Gw&K Investment Management, LLC

Boston, MA
SELL
 -
-950
Closed
$145K - $166K
0 $0
Jan 24, 2022 Q4 2021
Strs Ohio

SELL
 -
-1.06K
- 11.6%
$162K - $185K
8.06K $2.65M
Feb 15, 2022 Q4 2021
Neo Ivy Capital Management

New York, NY
SELL
 -
-1.09K
Closed
$166K - $190K
0 $0
Jan 21, 2022 Q4 2021
Kestra Private Wealth Services, LLC

SELL
 -
-1.12K
- 16.87%
$171K - $196K
5.51K $1.82M
Feb 14, 2022 Q4 2021
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-1.14K
- 9.24%
$174K - $200K
11.2K $3.7M
Feb 16, 2022 Q4 2021
Manufacturers Life Insurance Company, The

Toronto, A6
SELL
 -
-1.27K
- 30.38%
$193K - $222K
2.9K $956K
Jan 04, 2022 Q4 2021
Park National Corp

SELL
 -
-1.29K
Closed
$196K - $225K
0 $0
Feb 02, 2022 Q4 2021
Sumitomo Mitsui Trust Holdings, Inc.

SELL
 -
-1.32K
Closed
$202K - $231K
0 $0
Feb 14, 2022 Q4 2021
Quantitative Investment Management, LLC

Charlottesville, VA
SELL
 -
-1.45K
- 49.73%
$221K - $253K
1.46K $482K
Feb 11, 2022 Q4 2021
First National Bank Of Omaha

Omaha, NE
SELL
 -
-1.53K
Closed
$234K - $268K
0 $0
Feb 10, 2022 Q4 2021
Catalyst Capital Advisors LLC

Huntington, NY
SELL
 -
-1.55K
- 5.44%
$237K - $271K
27K $8.88M
Feb 14, 2022 Q4 2021
Kennedy Capital Management, Inc.

St Louis, MO
SELL
 -
-1.61K
- 3.61%
$246K - $282K
43K $14.2M
Feb 11, 2022 Q4 2021
Xtx Topco LTD

London, X0
SELL
 -
-1.66K
- 49.03%
$254K - $291K
1.73K $570K
Feb 09, 2022 Q4 2021
Argent Capital Management LLC

SELL
 -
-1.83K
- 0.3%
$280K - $320K
608K $200M
Mar 21, 2023 Q4 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-1.85K
- 97.47%
$282K - $324K
48 $15.8K
Feb 10, 2022 Q4 2021
Pine Bridge Investments, L.P.

SELL
 -
-1.99K
- 2.02%
$303K - $348K
96.5K $31.8M
Feb 10, 2022 Q4 2021
Alphasimplex Group, LLC

Boston, MA
SELL
 -
-2K
Closed
$306K - $350K
0 $0
Feb 15, 2022 Q4 2021
Public Employees Retirement System Of Ohio

Columbus, OH
SELL
 -
-2.08K
- 4.4%
$317K - $364K
45.1K $14.9M
Feb 09, 2022 Q4 2021
L & S Advisors Inc

Los Angeles, CA
SELL
 -
-2.2K
Closed
$336K - $385K
0 $0
Feb 03, 2022 Q4 2021
Daiwa Securities Group Inc.

Tokyo, M0
SELL
 -
-2.28K
- 11.62%
$348K - $399K
17.3K $5.71M
Feb 16, 2022 Q4 2021
Castleark Management LLC

Chicago, IL
SELL
 -
-2.31K
- 3.6%
$352K - $403K
61.8K $20.3M
Feb 11, 2022 Q4 2021
Fora Capital, LLC

Miami, FL
SELL
 -
-2.71K
Closed
$414K - $474K
0 $0
Feb 14, 2022 Q4 2021
Credit Suisse Ag

Zurich, V8
SELL
 -
-2.72K
- 3.16%
$415K - $476K
83.2K $27.4M
Feb 14, 2022 Q4 2021
Jefferies Group LLC

New York, NY
SELL
 -
-2.83K
- 65.55%
$431K - $494K
1.49K $489K
Sep 21, 2023 Q4 2021
Jefferies Group LLC

New York, NY
SELL
 -
-2.83K
- 65.55%
$431K - $494K
1.49K $489K
Feb 04, 2022 Q4 2021
Boston Partners

Boston, MA
SELL
 -
-2.93K
- 1.87%
$448K - $513K
154K $50.6M
Feb 08, 2022 Q4 2021
Versor Investments LP

SELL
 -
-2.98K
- 50.42%
$454K - $521K
2.93K $963K
Jan 28, 2022 Q4 2021
James Investment Research Inc

SELL
 -
-3K
- 6.73%
$457K - $525K
41.5K $13.7M
Feb 15, 2022 Q4 2021
Nfj Investment Group, LLC

Dallas, TX
SELL
 -
-3.02K
Closed
$461K - $529K
0 $0
Feb 15, 2022 Q4 2021
Jane Street Group, LLC

New York, NY
SELL
 -
-3.21K
- 30.36%
$490K - $562K
7.36K $2.42M
Feb 15, 2022 Q4 2021
Amalgamated Bank

New York, NY
SELL
 -
-3.24K
- 16.02%
$495K - $567K
17K $5.6M
Jan 18, 2022 Q4 2021
Wolff Wiese Magana LLC

SELL
 -
-3.37K
- 95.52%
$514K - $589K
158 $52K
Feb 14, 2022 Q4 2021
Aqr Capital Management LLC

Greenwich, CT
SELL
 -
-3.61K
- 7.63%
$551K - $631K
43.7K $14.4M
Feb 14, 2022 Q4 2021
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-4.5K
- 48.61%
$687K - $787K
4.76K $1.57M
Jan 06, 2022 Q4 2021
Tributary Capital Management, LLC

SELL
 -
-4.6K
- 26.74%
$702K - $805K
12.6K $4.15M
Feb 14, 2022 Q4 2021
Point72 Europe (London) LLP

London, X0
SELL
 -
-5K
- 7.32%
$763K - $875K
63.3K $20.9M
Feb 14, 2022 Q4 2021
Federated Hermes, Inc.

Pittsburgh, PA
SELL
 -
-5K
- 1.55%
$763K - $875K
317K $104M
Feb 14, 2022 Q4 2021
Crestline Management, LP

Fort Worth, TX
SELL
 -
-5.04K
Closed
$770K - $883K
0 $0
Feb 10, 2022 Q4 2021
Old Mission Capital LLC

SELL
 -
-5.1K
Closed
$778K - $892K
0 $0
Feb 09, 2022 Q4 2021
Asset Management One Co., Ltd.

SELL
 -
-5.26K
Closed
$803K - $920K
0 $0
Feb 15, 2022 Q4 2021
Edgestream Partners, L.P.

Princeton, NJ
SELL
 -
-5.5K
Closed
$840K - $963K
0 $0

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