Purchases and Sales Made in Q4 2022 in Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA) during Q4 2022. 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, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.52K- 9.31% |
$728K - $949K
|
34.3K
$12M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-3.54K- 42.39% |
$733K - $954K
|
4.81K
$1.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-3.72K- 64.05% |
$769K - $1M
|
2.09K
$728K
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-3.88K- 29.77% |
$803K - $1.05M
|
9.15K
$3.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-4K- 15.97% |
$827K - $1.08M
|
21K
$7.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Fjarde Ap Fonden
|
SELL
|
- |
-4.8K- 15.95% |
$993K - $1.29M
|
25.3K
$8.83M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.87K- 40.06% |
$1.01M - $1.31M
|
7.28K
$2.54M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-5.45K- 30.46% |
$1.13M - $1.47M
|
12.5K
$4.34M
|
|
|
Feb 03, 2023
Q4 2022
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-5.6K- 12.79% |
$1.16M - $1.51M
|
38.2K
$13.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-5.66K- 45.86% |
$1.17M - $1.53M
|
6.69K
$2.33M
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-5.78K- 15.78% |
$1.2M - $1.56M
|
30.9K
$10.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.26K- 77.65% |
$1.3M - $1.69M
|
1.8K
$629K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.67K- 1.58% |
$1.38M - $1.8M
|
415K
$145M
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-6.71K- 53.21% |
$1.39M - $1.81M
|
5.9K
$2.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-6.76K- 83.93% |
$1.4M - $1.82M
|
1.29K
$452K
|
|
|
Feb 14, 2023
Q4 2022
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-6.78K- 21.73% |
$1.4M - $1.83M
|
24.4K
$8.52M
|
|
|
Feb 09, 2023
Q4 2022
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-7.25K- 6.25% |
$1.5M - $1.95M
|
109K
$37.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-7.32K- 46.94% |
$1.52M - $1.97M
|
8.28K
$2.89M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-7.73K- 27.19% |
$1.6M - $2.08M
|
20.7K
$7.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Jupiter Asset Management LTD
|
SELL
|
- |
-8.18K- 37.61% |
$1.69M - $2.2M
|
13.6K
$4.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-8.61K- 68.93% |
$1.78M - $2.32M
|
3.88K
$1.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-8.93K- 81.57% |
$1.85M - $2.41M
|
2.02K
$704K
|
|
|
Feb 14, 2023
Q4 2022
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-9.17K- 20.83% |
$1.9M - $2.47M
|
34.8K
$12.2M
|
|
|
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-9.59K- 48.67% |
$1.98M - $2.58M
|
10.1K
$3.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-9.63K- 10.58% |
$1.99M - $2.6M
|
81.4K
$28.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-9.63K- 20.28% |
$1.99M - $2.6M
|
37.9K
$13.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-9.97K- 1.83% |
$2.06M - $2.69M
|
535K
$187M
|
|
|
Feb 14, 2023
Q4 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-10.5K- 55.15% |
$2.18M - $2.84M
|
8.58K
$2.99M
|
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-10.8K- 64.01% |
$2.24M - $2.92M
|
6.08K
$2.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-11K- 92.75% |
$2.29M - $2.98M
|
863
$301K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.2K- 51.17% |
$2.31M - $3.01M
|
10.7K
$3.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-11.2K- 3.99% |
$2.32M - $3.02M
|
270K
$94.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-12.3K- 15.87% |
$2.55M - $3.32M
|
65.3K
$22.8M
|
|
|
Feb 13, 2023
Q4 2022
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-12.5K- 6.77% |
$2.58M - $3.36M
|
172K
$59.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.3K- 28.38% |
$2.74M - $3.57M
|
33.5K
$11.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-13.7K- 51.7% |
$2.84M - $3.69M
|
12.8K
$4.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-13.9K- 28.5% |
$2.87M - $3.74M
|
34.8K
$12.1M
|
|
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-13.9K- 28.5% |
$2.87M - $3.74M
|
34.8K
$12.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-14K- 26.31% |
$2.91M - $3.79M
|
39.3K
$13.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-15K- 67.72% |
$3.11M - $4.06M
|
7.17K
$2.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-15.5K- 12.56% |
$3.21M - $4.19M
|
108K
$37.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Thornburg Investment Management Inc
|
SELL
|
- |
-15.7K- 17.16% |
$3.24M - $4.22M
|
75.6K
$26.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Argent Capital Management LLC
|
SELL
|
- |
-15.8K- 4.02% |
$3.27M - $4.26M
|
377K
$132M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.9K- 6.26% |
$3.5M - $4.56M
|
253K
$88.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Bamco Inc
New York, NY |
SELL
|
- |
-18.3K- 26.6% |
$3.78M - $4.93M
|
50.4K
$17.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-18.6K- 8.92% |
$3.86M - $5.02M
|
190K
$66.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-19.4K- 65.38% |
$4.01M - $5.23M
|
10.3K
$3.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-19.7K- 45.85% |
$4.07M - $5.31M
|
23.2K
$8.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-19.7K- 89.96% |
$4.08M - $5.32M
|
2.2K
$768K
|
|
|
Feb 07, 2023
Q4 2022
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-20.2K- 10.99% |
$4.17M - $5.43M
|
163K
$57M
|