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 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
18+ 34.62% |
$3.72K - $4.85K
|
70
$25.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
17New |
$3.52K - $4.58K
|
17
$6.15K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
17+ 34.69% |
$3.52K - $4.58K
|
66
$23.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
17New |
$3.52K - $4.58K
|
17
$6.15K
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
15+ 0.37% |
$3.1K - $4.04K
|
4.04K
$1.46M
|
|
|
Jan 25, 2023
Q4 2022
|
Chase Investment Counsel Corp
|
BUY
|
- |
13+ 0.06% |
$2.69K - $3.51K
|
20.3K
$7.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
12New |
$2.48K - $3.24K
|
12
$4.34K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
10New |
$2.07K - $2.7K
|
10
$3.62K
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
9+ 60.0% |
$1.86K - $2.43K
|
24
$8.68K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
9+ 0.26% |
$1.86K - $2.43K
|
3.41K
$1.23M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8+ 0.76% |
$1.66K - $2.16K
|
1.06K
$383K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 61.54% |
$1.66K - $2.16K
|
21
$7.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8+ 0.47% |
$1.66K - $2.16K
|
1.7K
$616K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7+ 6.48% |
$1.45K - $1.89K
|
115
$41.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Partners
Boston, MA |
BUY
|
- |
5+ 0.01% |
$1.03K - $1.35K
|
66.7K
$24.1M
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
5New |
$1.03K - $1.35K
|
5
$1.81K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5New |
$1.03K - $1.35K
|
5
$1.81K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4New |
$828 - $1.08K
|
4
$1.45K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
3New |
$621 - $809
|
3
$1.09K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
3+ 8.33% |
$621 - $809
|
39
$14.1K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2New |
$414 - $539
|
2
$724
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 14.29% |
$414 - $539
|
16
$5.79K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.21% |
$414 - $539
|
973
$352K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
2+ 0.06% |
$414 - $539
|
3.25K
$1.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
2+ 0.13% |
$414 - $539
|
1.57K
$569K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1New |
$207 - $270
|
1
$362
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$207 - $270
|
1
$362
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
1New |
$207 - $270
|
1
$362
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
1+ 0.08% |
$207 - $270
|
1.18K
$427K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
1+ 0.46% |
$207 - $270
|
219
$79.2K
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1+ 0.0% |
$207 - $270
|
20.9K
$7.57M
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1New |
$207 - $270
|
1
$362
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1New |
$207 - $270
|
1
$362
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1- 0.05% |
$207 - $270
|
2.1K
$758K
|
|
|
Feb 08, 2023
Q4 2022
|
Act Advisors, Llc.
|
SELL
|
- |
-1- 0.1% |
$207 - $270
|
1K
$362K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 3.7% |
$414 - $539
|
52
$18.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-2- 7.69% |
$414 - $539
|
24
$8.68K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 15.0% |
$621 - $809
|
17
$6.15K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 4.94% |
$828 - $1.08K
|
77
$27.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-5- 20.83% |
$1.03K - $1.35K
|
19
$6.87K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-5- 8.93% |
$1.03K - $1.35K
|
51
$18.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-5- 17.24% |
$1.03K - $1.35K
|
24
$8.68K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-5- 16.67% |
$1.03K - $1.35K
|
25
$9.05K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-6- 11.54% |
$1.24K - $1.62K
|
46
$16.6K
|
|
|
Feb 21, 2023
Q4 2022
|
Dgs Capital Management, LLC
|
SELL
|
- |
-6- 0.52% |
$1.24K - $1.62K
|
1.15K
$415K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-7- 0.18% |
$1.45K - $1.89K
|
3.8K
$1.37M
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-10- 0.26% |
$2.07K - $2.7K
|
3.78K
$1.37M
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-10- 1.53% |
$2.07K - $2.7K
|
645
$233K
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-11- 0.23% |
$2.28K - $2.97K
|
4.81K
$1.74M
|