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
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-21.8K- 11.97% |
$4.51M - $5.88M
|
160K
$55.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-23K- 23.32% |
$4.77M - $6.21M
|
75.8K
$26.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-24.2K- 88.17% |
$5.01M - $6.52M
|
3.25K
$1.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-24.5K- 61.48% |
$5.06M - $6.59M
|
15.3K
$5.35M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-25.1K- 34.49% |
$5.2M - $6.78M
|
47.7K
$16.7M
|
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-29.5K- 24.17% |
$6.11M - $7.96M
|
92.7K
$32.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Iridian Asset Management LLC
|
SELL
|
- |
-29.7K- 32.92% |
$6.15M - $8.02M
|
60.6K
$21.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-29.8K- 93.41% |
$6.17M - $8.04M
|
2.1K
$733K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-33.3K- 23.07% |
$6.9M - $8.98M
|
111K
$38.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-34.7K- 3.12% |
$7.18M - $9.35M
|
1.08M
$376M
|
|
|
Feb 14, 2023
Q4 2022
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-35.2K- 42.12% |
$7.29M - $9.5M
|
48.4K
$16.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Aviva PLC
|
SELL
|
- |
-36.6K- 45.08% |
$7.57M - $9.86M
|
44.5K
$15.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-39.9K- 9.82% |
$8.25M - $10.7M
|
366K
$128M
|
|
|
Feb 14, 2023
Q4 2022
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-42.3K- 97.22% |
$8.75M - $11.4M
|
1.21K
$422K
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-44.7K- 38.51% |
$9.24M - $12M
|
71.3K
$24.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-44.9K- 84.47% |
$9.3M - $12.1M
|
8.26K
$2.88M
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-46.1K- 9.26% |
$9.54M - $12.4M
|
452K
$158M
|
|
|
Feb 13, 2023
Q4 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-50.1K- 63.29% |
$10.4M - $13.5M
|
29.1K
$10.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-50.7K- 18.75% |
$10.5M - $13.7M
|
220K
$76.7M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-58.3K- 61.29% |
$12.1M - $15.7M
|
36.8K
$12.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Junto Capital Management LP
New York, NY |
SELL
|
- |
-58.8K- 14.53% |
$12.2M - $15.9M
|
346K
$121M
|
|
|
Feb 07, 2023
Q4 2022
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-60.8K- 10.9% |
$12.6M - $16.4M
|
497K
$173M
|
|
|
Feb 14, 2023
Q4 2022
|
Darlington Partners Capital Management, LP
Greenbrae, CA |
SELL
|
- |
-65.4K- 9.84% |
$13.5M - $17.6M
|
599K
$209M
|
|
|
Feb 13, 2023
Q4 2022
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-68.4K- 35.05% |
$14.2M - $18.5M
|
127K
$44.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-71.6K- 25.66% |
$14.8M - $19.3M
|
207K
$72.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Southpoint Capital Advisors LP
New York, NY |
SELL
|
- |
-75K- 11.11% |
$15.5M - $20.2M
|
600K
$209M
|
|
|
Feb 13, 2023
Q4 2022
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-79.7K- 30.27% |
$16.5M - $21.5M
|
184K
$64.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Artemis Investment Management LLP
|
SELL
|
- |
-84.4K- 19.18% |
$17.5M - $22.8M
|
356K
$124M
|
|
|
Feb 09, 2023
Q4 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-88.1K- 9.85% |
$18.2M - $23.8M
|
806K
$281M
|
|
|
Feb 09, 2023
Q4 2022
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-89.4K- 14.15% |
$18.5M - $24.1M
|
542K
$189M
|
|
|
Feb 06, 2023
Q4 2022
|
Td Asset Management Inc
|
SELL
|
- |
-90.6K- 33.4% |
$18.7M - $24.4M
|
181K
$63M
|
|
|
Feb 14, 2023
Q4 2022
|
Engle Capital Management, L.P.
Greenwich, CT |
SELL
|
- |
-97K- 54.8% |
$20.1M - $26.2M
|
80K
$27.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-102K- 35.0% |
$21.2M - $27.6M
|
190K
$66.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-106K- 15.41% |
$22M - $28.6M
|
583K
$203M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-107K- 29.06% |
$22.2M - $28.9M
|
262K
$91.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-124K- 21.05% |
$25.6M - $33.4M
|
465K
$162M
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-127K- 16.48% |
$26.3M - $34.2M
|
644K
$225M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-145K- 25.13% |
$30.1M - $39.2M
|
433K
$151M
|
|
|
Feb 14, 2023
Q4 2022
|
Samlyn Capital, LLC
New York, NY |
SELL
|
- |
-225K- 13.9% |
$46.5M - $60.6M
|
1.39M
$486M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-249K- 78.39% |
$51.5M - $67.1M
|
68.6K
$23.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-291K- 19.39% |
$60.2M - $78.4M
|
1.21M
$422M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-337K- 20.02% |
$69.8M - $91M
|
1.35M
$470M
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-389K- 20.92% |
$80.6M - $105M
|
1.47M
$513M
|
|
|
Feb 14, 2023
Q4 2022
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-404K- 60.45% |
$83.6M - $109M
|
264K
$92.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-408K- 43.34% |
$84.5M - $110M
|
533K
$186M
|
|
|
Feb 14, 2023
Q4 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-584K- 38.79% |
$121M - $158M
|
922K
$322M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-687K- 25.38% |
$142M - $185M
|
2.02M
$704M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-898K- 37.08% |
$186M - $242M
|
1.52M
$532M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-995K- 59.68% |
$206M - $268M
|
672K
$234M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-997K- 36.06% |
$206M - $269M
|
1.77M
$617M
|