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 09, 2023
Q4 2022
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
3.6KNew |
$745K - $971K
|
3.6K
$1.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.54K+ 16.43% |
$732K - $954K
|
25.1K
$9.07M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
3.49K+ 71.71% |
$722K - $940K
|
8.35K
$3.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
3.37KNew |
$697K - $909K
|
3.37K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.25KNew |
$672K - $875K
|
3.25K
$1.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
3.22KNew |
$666K - $867K
|
3.22K
$1.16M
|
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
3.16KNew |
$654K - $853K
|
3.16K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.11K+ 76.45% |
$644K - $839K
|
7.19K
$2.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.08K+ 135.93% |
$637K - $829K
|
5.34K
$1.93M
|
|
|
Jan 30, 2023
Q4 2022
|
Versor Investments LP
|
BUY
|
- |
3KNew |
$620K - $808K
|
3K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
2.9K+ 2.2% |
$600K - $781K
|
135K
$48.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.85K+ 64.65% |
$590K - $769K
|
7.27K
$2.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.76K+ 10.3% |
$571K - $744K
|
29.5K
$10.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
2.72KNew |
$563K - $733K
|
2.72K
$984K
|
|
|
Feb 03, 2023
Q4 2022
|
Tom Gayner
Markel Corp
|
BUY
|
- |
2.68KNew |
$555K - $723K
|
2.68K
$970K
|
|
|
Feb 08, 2023
Q4 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
2.57K+ 82.96% |
$532K - $693K
|
5.67K
$2.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.5K+ 17.62% |
$518K - $674K
|
16.7K
$6.04M
|
|
|
Oct 19, 2023
Q4 2022
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
2.36K+ 26.67% |
$488K - $635K
|
11.2K
$4.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.33KNew |
$482K - $628K
|
2.33K
$843K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.29KNew |
$474K - $618K
|
2.29K
$829K
|
|
|
Feb 01, 2023
Q4 2022
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
2.29K+ 26.29% |
$473K - $617K
|
11K
$3.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
2.26KNew |
$467K - $608K
|
2.26K
$816K
|
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
2.25K+ 37.18% |
$466K - $607K
|
8.31K
$3.01M
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
2.22K+ 117.89% |
$460K - $599K
|
4.11K
$1.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
2.21KNew |
$457K - $595K
|
2.21K
$798K
|
|
|
Feb 13, 2023
Q4 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
2.2KNew |
$455K - $593K
|
2.2K
$796K
|
|
|
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.19KNew |
$453K - $590K
|
2.19K
$792K
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.19K+ 70.48% |
$452K - $589K
|
5.29K
$1.91M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.15K+ 33.58% |
$446K - $581K
|
8.57K
$3.1M
|
|
|
Dec 09, 2024
Q4 2022
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
2.13K+ 6.76% |
$440K - $573K
|
33.6K
$12.2M
|
|
|
Jul 18, 2023
Q4 2022
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2.11KNew |
$437K - $569K
|
2.11K
$764K
|
|
|
Feb 21, 2023
Q4 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2.06K+ 23.4% |
$427K - $556K
|
10.9K
$3.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.02KNew |
$418K - $545K
|
2.02K
$732K
|
|
|
Feb 13, 2023
Q4 2022
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
2KNew |
$414K - $539K
|
2K
$724K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.95K+ 59.35% |
$403K - $525K
|
5.23K
$1.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1.87K+ 4.76% |
$387K - $504K
|
41.2K
$14.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
1.77KNew |
$366K - $476K
|
1.77K
$639K
|
|
|
Feb 03, 2023
Q4 2022
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
1.73K+ 10.32% |
$357K - $465K
|
18.5K
$6.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.71K+ 122.6% |
$354K - $461K
|
3.1K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
1.68KNew |
$347K - $452K
|
1.68K
$607K
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
1.64KNew |
$340K - $443K
|
1.64K
$595K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.62KNew |
$336K - $438K
|
1.62K
$587K
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
1.54KNew |
$319K - $416K
|
1.54K
$558K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.54K+ 113.08% |
$318K - $415K
|
2.9K
$1.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.54K+ 0.78% |
$318K - $414K
|
198K
$71.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.51K+ 63.18% |
$312K - $407K
|
3.9K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
1.49KNew |
$308K - $402K
|
1.49K
$539K
|
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
BUY
|
- |
1.45K+ 15.39% |
$300K - $391K
|
10.9K
$3.93M
|
|
|
Feb 07, 2023
Q4 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
1.42KNew |
$294K - $383K
|
1.42K
$514K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.38K+ 9.77% |
$285K - $371K
|
15.5K
$5.59M
|