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 13, 2023
Q4 2022
|
Rivermont Capital Management LP
New York, NY |
BUY
|
- |
34.1KNew |
$7.06M - $9.2M
|
34.1K
$11.9M
|
|
Feb 14, 2023
Q4 2022
|
Azora Capital LP
Miami, FL |
BUY
|
- |
31.6K+ 13.86% |
$6.53M - $8.51M
|
259K
$90.5M
|
|
Feb 14, 2023
Q4 2022
|
Gcm Grosvenor Holdings, LLC
Chicago, IL |
BUY
|
- |
30K+ 73.17% |
$6.21M - $8.09M
|
71K
$24.8M
|
|
Feb 14, 2023
Q4 2022
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
29.9K+ 831.58% |
$6.2M - $8.07M
|
33.5K
$11.7M
|
|
Feb 14, 2023
Q4 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
29.5K+ 43.0% |
$6.1M - $7.95M
|
98K
$34.2M
|
|
Feb 14, 2023
Q4 2022
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
29.3K+ 141.71% |
$6.06M - $7.9M
|
50K
$17.4M
|
|
Feb 14, 2023
Q4 2022
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
29.1KNew |
$6.02M - $7.85M
|
29.1K
$10.2M
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
28.9KNew |
$5.98M - $7.79M
|
28.9K
$10.1M
|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
27.7K+ 9.04% |
$5.74M - $7.47M
|
334K
$117M
|
|
Feb 14, 2023
Q4 2022
|
Stephen Mandel
Lone Pine Capital LLC | Greenwich, Ct
|
BUY
|
- |
27K+ 1.36% |
$5.58M - $7.27M
|
2.01M
$700M
|
|
Feb 14, 2023
Q4 2022
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
26.9KNew |
$5.58M - $7.26M
|
26.9K
$9.4M
|
|
Feb 08, 2023
Q4 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
26.7K+ 19.56% |
$5.53M - $7.21M
|
163K
$57M
|
|
Feb 14, 2023
Q4 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
26.4KNew |
$5.45M - $7.11M
|
26.4K
$9.2M
|
|
Feb 13, 2023
Q4 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
25.9K+ 108.02% |
$5.37M - $6.99M
|
49.9K
$17.4M
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
25.7K+ 239.04% |
$5.32M - $6.93M
|
36.5K
$12.7M
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
23.6K+ 2180.74% |
$4.87M - $6.35M
|
24.6K
$8.59M
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
23.5K+ 1065.64% |
$4.87M - $6.35M
|
25.7K
$8.98M
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
23.4KNew |
$4.83M - $6.3M
|
23.4K
$8.15M
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
21.8K+ 41.25% |
$4.51M - $5.87M
|
74.6K
$26M
|
|
Feb 14, 2023
Q4 2022
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
20.6KNew |
$4.26M - $5.55M
|
20.6K
$7.18M
|
|
Feb 14, 2023
Q4 2022
|
Interval Partners, LP
New York, NY |
BUY
|
- |
20KNew |
$4.14M - $5.39M
|
20K
$6.98M
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
20KNew |
$4.14M - $5.39M
|
20K
$6.98M
|
|
Feb 13, 2023
Q4 2022
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
19.7KNew |
$4.07M - $5.3M
|
19.7K
$6.86M
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
19.3K+ 4.03% |
$4M - $5.21M
|
499K
$174M
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
19.3KNew |
$4M - $5.21M
|
19.3K
$6.74M
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
19.1K+ 95.78% |
$3.96M - $5.15M
|
39.1K
$13.6M
|
|
Feb 10, 2023
Q4 2022
|
Ing Groep Nv
|
BUY
|
- |
18.9KNew |
$3.91M - $5.1M
|
18.9K
$6.59M
|
|
Feb 09, 2023
Q4 2022
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
18.7K+ 29.24% |
$3.87M - $5.04M
|
82.7K
$28.8M
|
|
Jan 13, 2023
Q4 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
18.6KNew |
$3.85M - $5.02M
|
18.6K
$6.49M
|
|
Feb 10, 2023
Q4 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
18.3K+ 47.91% |
$3.79M - $4.94M
|
56.6K
$19.7M
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
17.3K+ 148.5% |
$3.57M - $4.66M
|
28.9K
$10.1M
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
17.1K+ 67.14% |
$3.55M - $4.62M
|
42.7K
$14.9M
|
|
Feb 09, 2023
Q4 2022
|
Abrdn PLC
|
BUY
|
- |
15.5K+ 2.25% |
$3.2M - $4.17M
|
703K
$245M
|
|
Jan 23, 2023
Q4 2022
|
Silvant Capital Management LLC
|
BUY
|
- |
15.5KNew |
$3.2M - $4.17M
|
15.5K
$5.4M
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
14.7KNew |
$3.05M - $3.97M
|
14.7K
$5.14M
|
|
Jan 04, 2023
Q4 2022
|
Abner Herrman & Brock LLC
|
BUY
|
- |
13.8K+ 555.56% |
$2.85M - $3.71M
|
16.2K
$5.66M
|
|
Feb 07, 2023
Q4 2022
|
John Armitage
Egerton Capital (Uk) LLP
|
BUY
|
- |
13.7K+ 1.13% |
$2.84M - $3.7M
|
1.23M
$429M
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.7KNew |
$2.84M - $3.69M
|
13.7K
$4.78M
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
13.3K+ 2.96% |
$2.75M - $3.59M
|
463K
$162M
|
|
Jan 25, 2023
Q4 2022
|
Heron Bay Capital Management
|
BUY
|
- |
13.3K+ 73.22% |
$2.75M - $3.58M
|
31.4K
$11M
|
|
Feb 14, 2023
Q4 2022
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
13.3KNew |
$2.74M - $3.58M
|
13.3K
$4.63M
|
|
Feb 10, 2023
Q4 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
13.3K+ 409.17% |
$2.74M - $3.57M
|
16.5K
$5.76M
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
13.2K+ 17.13% |
$2.72M - $3.55M
|
90K
$31.4M
|
|
Feb 07, 2023
Q4 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
13.1KNew |
$2.71M - $3.53M
|
13.1K
$4.57M
|
|
May 15, 2023
Q4 2022
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
12.7KNew |
$2.63M - $3.42M
|
12.7K
$4.43M
|
|
Jan 27, 2023
Q4 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
11.4K+ 921.65% |
$2.36M - $3.08M
|
12.6K
$4.41M
|
|
Feb 14, 2023
Q4 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
11.3KNew |
$2.34M - $3.04M
|
11.3K
$3.94M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.2K+ 17.34% |
$2.32M - $3.02M
|
75.8K
$26.4M
|
|
Feb 13, 2023
Q4 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
11.1K+ 582.42% |
$2.3M - $3M
|
13K
$4.55M
|
|
Jan 30, 2023
Q4 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
11.1KNew |
$2.29M - $2.98M
|
11.1K
$3.86M
|