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 03, 2023
Q4 2022
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
1.36K+ 65.73% |
$282K - $367K
|
3.43K
$1.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
1.35K+ 3.9% |
$280K - $365K
|
36.1K
$13.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.35KNew |
$278K - $363K
|
1.35K
$487K
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.29KNew |
$266K - $347K
|
1.29K
$465K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.26KNew |
$261K - $340K
|
1.26K
$457K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.23K+ 78.27% |
$255K - $332K
|
2.81K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.22KNew |
$253K - $329K
|
1.22K
$442K
|
|
|
Feb 09, 2023
Q4 2022
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
1.21K+ 13.78% |
$250K - $326K
|
9.98K
$3.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
1.2KNew |
$248K - $324K
|
1.2K
$434K
|
|
|
Feb 14, 2023
Q4 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.14K+ 76.87% |
$237K - $308K
|
2.63K
$952K
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.14K+ 7.53% |
$235K - $307K
|
16.2K
$5.87M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.11KNew |
$230K - $300K
|
1.11K
$403K
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
1.08K+ 5.7% |
$224K - $292K
|
20.1K
$7.26M
|
|
|
Feb 09, 2023
Q4 2022
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
1.05KNew |
$217K - $283K
|
1.05K
$380K
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
1.04KNew |
$216K - $281K
|
1.04K
$377K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.03KNew |
$213K - $278K
|
1.03K
$373K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.02KNew |
$211K - $274K
|
1.02K
$368K
|
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.02K+ 3.91% |
$210K - $274K
|
27K
$9.76M
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.01KNew |
$210K - $273K
|
1.01K
$367K
|
|
|
Feb 06, 2023
Q4 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
1K+ 22.22% |
$207K - $270K
|
5.5K
$1.99M
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
991+ 20.96% |
$205K - $267K
|
5.72K
$2.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
976New |
$202K - $263K
|
976
$353K
|
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
975+ 0.6% |
$202K - $263K
|
163K
$58.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Strs Ohio
|
BUY
|
- |
961+ 22.07% |
$199K - $259K
|
5.32K
$1.92M
|
|
|
Feb 02, 2023
Q4 2022
|
Tobam
|
BUY
|
- |
944+ 244.56% |
$195K - $255K
|
1.33K
$481K
|
|
|
Jan 30, 2023
Q4 2022
|
Foundry Partners, LLC
|
BUY
|
- |
938New |
$194K - $253K
|
938
$339K
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
895+ 6.34% |
$185K - $241K
|
15K
$5.43M
|
|
|
Jun 14, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
860+ 0.9% |
$178K - $232K
|
96.4K
$34.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
793+ 4.42% |
$164K - $214K
|
18.7K
$6.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
756+ 14.21% |
$156K - $204K
|
6.08K
$2.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
710New |
$147K - $191K
|
710
$257K
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
691+ 2.1% |
$143K - $186K
|
33.5K
$12.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
623+ 2.84% |
$129K - $168K
|
22.6K
$8.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
594New |
$123K - $160K
|
594
$215K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
561New |
$116K - $151K
|
561
$203K
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
553New |
$114K - $149K
|
553
$200K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
550+ 1.76% |
$114K - $148K
|
31.7K
$11.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
533+ 5.0% |
$110K - $144K
|
11.2K
$4.05M
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
529+ 5.62% |
$109K - $143K
|
9.93K
$3.59M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
487+ 14.67% |
$101K - $131K
|
3.81K
$1.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
479+ 3.05% |
$99.1K - $129K
|
16.2K
$5.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
477+ 5.23% |
$98.7K - $129K
|
9.59K
$3.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
474+ 17.12% |
$98.1K - $128K
|
3.24K
$1.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
466+ 18.32% |
$96.4K - $126K
|
3.01K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
462+ 12.06% |
$95.6K - $125K
|
4.29K
$1.55M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
449New |
$92.9K - $121K
|
449
$162K
|
|
|
Feb 10, 2023
Q4 2022
|
Tredje Ap Fonden
|
BUY
|
- |
415+ 2.64% |
$85.9K - $112K
|
16.1K
$5.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
415+ 36.82% |
$85.9K - $112K
|
1.54K
$558K
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
414+ 0.91% |
$85.7K - $112K
|
46K
$16.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
388+ 16.68% |
$80.3K - $105K
|
2.71K
$982K
|