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 11, 2022
Q4 2021
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-5.69K- 0.51% |
$868K - $995K
|
1.11M
$364M
|
|
|
Feb 10, 2022
Q4 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-5.97K- 3.29% |
$911K - $1.05M
|
175K
$57.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-6.16K- 9.88% |
$941K - $1.08M
|
56.2K
$18.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-6.3K- 46.98% |
$961K - $1.1M
|
7.11K
$2.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-6.97K- 0.96% |
$1.06M - $1.22M
|
717K
$236M
|
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-7.17K- 27.1% |
$1.09M - $1.25M
|
19.3K
$6.35M
|
|
|
Feb 04, 2022
Q4 2021
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-7.39K- 21.64% |
$1.13M - $1.29M
|
26.7K
$8.81M
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-7.53KClosed |
$1.15M - $1.32M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-7.71K- 4.77% |
$1.18M - $1.35M
|
154K
$50.7M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-9.08K- 46.79% |
$1.39M - $1.59M
|
10.3K
$3.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Brant Point Investment Management LLC
New York, NY |
SELL
|
- |
-9.86K- 15.12% |
$1.5M - $1.73M
|
55.4K
$18.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-10.2K- 63.98% |
$1.55M - $1.78M
|
5.72K
$1.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-10.9K- 1.7% |
$1.66M - $1.9M
|
627K
$206M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-12K- 72.25% |
$1.84M - $2.11M
|
4.62K
$1.52M
|
|
|
Feb 11, 2022
Q4 2021
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-12.1K- 11.86% |
$1.84M - $2.11M
|
89.6K
$29.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-12.4K- 0.98% |
$1.89M - $2.17M
|
1.26M
$414M
|
|
|
Feb 11, 2022
Q4 2021
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-14.7K- 7.21% |
$2.24M - $2.57M
|
189K
$62.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-14.9K- 1.49% |
$2.27M - $2.6M
|
980K
$323M
|
|
|
Feb 11, 2022
Q4 2021
|
Sovarnum Capital L.P.
New York, NY |
SELL
|
- |
-15KClosed |
$2.29M - $2.63M
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Advisors LLC
|
SELL
|
- |
-15.6K- 17.01% |
$2.38M - $2.73M
|
76.2K
$25.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-15.6K- 51.89% |
$2.38M - $2.73M
|
14.5K
$4.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-17.3K- 53.09% |
$2.64M - $3.03M
|
15.3K
$5.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-17.6K- 81.66% |
$2.69M - $3.09M
|
3.96K
$1.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-17.9K- 87.88% |
$2.73M - $3.12M
|
2.46K
$811K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-19.5K- 89.17% |
$2.97M - $3.41M
|
2.37K
$780K
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-21KClosed |
$3.21M - $3.68M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Td Asset Management Inc
|
SELL
|
- |
-21.3K- 5.49% |
$3.26M - $3.73M
|
367K
$121M
|
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-21.9KClosed |
$3.34M - $3.83M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Distillate Capital Partners LLC
|
SELL
|
- |
-21.9KClosed |
$3.34M - $3.83M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-22K- 5.53% |
$3.36M - $3.85M
|
376K
$124M
|
|
|
Feb 15, 2022
Q4 2021
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-23.3K- 17.24% |
$3.56M - $4.08M
|
112K
$36.9M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-23.5K- 93.64% |
$3.59M - $4.12M
|
1.6K
$527K
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-25.3K- 6.43% |
$3.86M - $4.42M
|
368K
$121M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-29.3K- 14.87% |
$4.47M - $5.13M
|
168K
$55.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-30.4K- 94.63% |
$4.64M - $5.32M
|
1.73K
$569K
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-30.6KClosed |
$4.67M - $5.35M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-30.7K- 25.67% |
$4.68M - $5.37M
|
88.8K
$29.2M
|
|
|
Feb 08, 2022
Q4 2021
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-31.6K- 4.36% |
$4.83M - $5.54M
|
694K
$229M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-31.9K- 10.23% |
$4.87M - $5.58M
|
280K
$92.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-32.2K- 99.9% |
$4.92M - $5.64M
|
31
$10.2K
|
|
|
Feb 14, 2022
Q4 2021
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-39.2KClosed |
$5.99M - $6.86M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-40.7K- 7.82% |
$6.21M - $7.12M
|
479K
$158M
|
|
|
Feb 11, 2022
Q4 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-40.8K- 23.79% |
$6.23M - $7.14M
|
131K
$43M
|
|
|
Feb 10, 2022
Q4 2021
|
Thornburg Investment Management Inc
|
SELL
|
- |
-42.6K- 24.13% |
$6.5M - $7.46M
|
134K
$44.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-46.5KClosed |
$7.1M - $8.14M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-47.7K- 9.61% |
$7.27M - $8.34M
|
448K
$148M
|
|
|
Feb 03, 2022
Q4 2021
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-48.1K- 52.75% |
$7.34M - $8.42M
|
43.1K
$14.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Gillson Capital LP
Chicago, IL |
SELL
|
- |
-48.5K- 79.46% |
$7.41M - $8.5M
|
12.5K
$4.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
SELL
|
- |
-55.5KClosed |
$8.47M - $9.71M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-55.9K- 0.72% |
$8.53M - $9.78M
|
7.76M
$2.55B
|