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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
376+ 2.71% |
$77.8K - $101K
|
14.2K
$4.97M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
376+ 23.24% |
$77.8K - $101K
|
1.99K
$696K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
362+ 69.62% |
$74.9K - $97.6K
|
882
$308K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
330+ 148.65% |
$68.3K - $89K
|
552
$193K
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
328+ 4.05% |
$67.9K - $88.4K
|
8.43K
$2.94M
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
313+ 1.71% |
$64.8K - $84.4K
|
18.6K
$6.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
300+ 11.11% |
$62.1K - $80.9K
|
3K
$1.05M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
298+ 7.41% |
$61.7K - $80.3K
|
4.32K
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
241+ 3.04% |
$49.9K - $65K
|
8.17K
$2.85M
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
216New |
$44.7K - $58.2K
|
216
$75.4K
|
|
|
Feb 06, 2024
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
209+ 3.58% |
$43.3K - $56.4K
|
6.04K
$2.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
205+ 15.43% |
$42.4K - $55.3K
|
1.53K
$535K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
201+ 2.66% |
$41.6K - $54.2K
|
7.75K
$2.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
199+ 3.69% |
$41.2K - $53.7K
|
5.59K
$1.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
199+ 5.75% |
$41.2K - $53.7K
|
3.66K
$1.28M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
192+ 89.3% |
$39.7K - $51.8K
|
407
$142K
|
|
|
Feb 09, 2023
Q4 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
182New |
$37.7K - $49.1K
|
182
$63.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
174New |
$36K - $46.9K
|
174
$60.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
163+ 958.82% |
$33.7K - $43.9K
|
180
$62.8K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
150New |
$31K - $40.4K
|
150
$52.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
130New |
$26.9K - $35.1K
|
130
$45.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
129New |
$26.7K - $34.8K
|
129
$45K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
127New |
$26.3K - $34.2K
|
127
$44.3K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
126+ 8.11% |
$26.1K - $34K
|
1.68K
$586K
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
124+ 1.17% |
$25.7K - $33.4K
|
10.8K
$3.75M
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
110+ 6.49% |
$22.8K - $29.7K
|
1.81K
$630K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
103+ 15.49% |
$21.3K - $27.8K
|
768
$268K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
103+ 10.12% |
$21.3K - $27.8K
|
1.12K
$391K
|
|
|
Feb 13, 2023
Q4 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
100New |
$20.7K - $27K
|
100
$34.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 18.45% |
$20.7K - $27K
|
642
$224K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
100New |
$20.7K - $27K
|
100
$34.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
85+ 38.12% |
$17.6K - $22.9K
|
308
$107K
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
71New |
$14.7K - $19.1K
|
71
$24.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Retirement Capital Strategies
|
BUY
|
- |
70+ 0.7% |
$14.5K - $18.9K
|
10.1K
$3.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
65+ 0.49% |
$13.5K - $17.5K
|
13.3K
$4.64M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
62New |
$12.8K - $16.7K
|
62
$21.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
62+ 13.9% |
$12.8K - $16.7K
|
508
$177K
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
54+ 600.0% |
$11.2K - $14.6K
|
63
$22K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
52+ 3.04% |
$10.8K - $14K
|
1.76K
$616K
|
|
|
Feb 10, 2023
Q4 2022
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
51+ 3.65% |
$10.6K - $13.8K
|
1.45K
$506K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
48New |
$9.93K - $12.9K
|
48
$16.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
33New |
$6.83K - $8.9K
|
33
$11.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
30New |
$6.21K - $8.09K
|
30
$10.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
27+ 6.46% |
$5.59K - $7.28K
|
445
$155K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
26New |
$5.38K - $7.01K
|
26
$9.07K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
24New |
$4.97K - $6.47K
|
24
$8.37K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
21+ 5.51% |
$4.35K - $5.66K
|
402
$140K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
21+ 1.73% |
$4.35K - $5.66K
|
1.24K
$431K
|
|
|
Feb 10, 2023
Q4 2022
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
20+ 1.45% |
$4.14K - $5.39K
|
1.4K
$487K
|
|
|
Jan 30, 2023
Q4 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
19+ 0.37% |
$3.93K - $5.12K
|
5.16K
$1.8M
|