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 31, 2023
Q4 2022
|
Clean Yield Group
|
SELL
|
- |
-12- 16.0% |
$2.48K - $3.24K
|
63
$22K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13- 0.47% |
$2.69K - $3.51K
|
2.73K
$954K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-15- 2.85% |
$3.1K - $4.04K
|
512
$179K
|
|
|
Feb 14, 2023
Q4 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-15- 0.69% |
$3.1K - $4.04K
|
2.15K
$750K
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-15- 1.26% |
$3.1K - $4.04K
|
1.18K
$410K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-15- 1.37% |
$3.1K - $4.04K
|
1.08K
$378K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-16- 10.67% |
$3.31K - $4.31K
|
134
$46.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-16- 0.77% |
$3.31K - $4.31K
|
2.06K
$718K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-17- 70.83% |
$3.52K - $4.58K
|
7
$2.44K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-18- 8.26% |
$3.72K - $4.85K
|
200
$69.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-20- 0.52% |
$4.14K - $5.39K
|
3.85K
$1.34M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-21- 5.37% |
$4.35K - $5.66K
|
370
$129K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-22- 0.97% |
$4.55K - $5.93K
|
2.25K
$785K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-24- 35.29% |
$4.97K - $6.47K
|
44
$15.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Community Trust & Investment CO
|
SELL
|
- |
-25- 0.06% |
$5.17K - $6.74K
|
40.6K
$14.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-26- 35.14% |
$5.38K - $7.01K
|
48
$16.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-27- 1.03% |
$5.59K - $7.28K
|
2.58K
$901K
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-28- 2.25% |
$5.79K - $7.55K
|
1.22K
$425K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-29- 5.03% |
$6K - $7.82K
|
548
$191K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-31- 13.78% |
$6.42K - $8.36K
|
194
$67.7K
|
|
|
Jan 25, 2023
Q4 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-31- 0.28% |
$6.42K - $8.36K
|
11.1K
$3.86M
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-34- 1.48% |
$7.04K - $9.17K
|
2.26K
$790K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-38- 11.66% |
$7.86K - $10.2K
|
288
$100K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-39- 4.33% |
$8.07K - $10.5K
|
862
$301K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-49- 3.87% |
$10.1K - $13.2K
|
1.22K
$424K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-50- 84.75% |
$10.3K - $13.5K
|
9
$3.14K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-50- 24.63% |
$10.3K - $13.5K
|
153
$53.4K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-54- 5.11% |
$11.2K - $14.6K
|
1K
$350K
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-60- 0.55% |
$12.4K - $16.2K
|
10.9K
$3.82M
|
|
|
Feb 03, 2023
Q4 2022
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-63- 4.78% |
$13K - $17K
|
1.26K
$438K
|
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-68- 3.14% |
$14.1K - $18.3K
|
2.1K
$733K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-70- 0.87% |
$14.5K - $18.9K
|
7.99K
$2.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-71- 50.0% |
$14.7K - $19.1K
|
71
$24.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-79- 24.23% |
$16.3K - $21.3K
|
247
$86.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-125- 41.67% |
$25.9K - $33.7K
|
175
$61.1K
|
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-127- 2.57% |
$26.3K - $34.2K
|
4.81K
$1.68M
|
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-127- 2.57% |
$26.3K - $34.2K
|
4.81K
$1.68M
|
|
|
Feb 15, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-127- 2.57% |
$26.3K - $34.2K
|
4.81K
$1.68M
|
|
|
Jan 23, 2023
Q4 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-130- 8.85% |
$26.9K - $35.1K
|
1.34K
$467K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-134- 19.59% |
$27.7K - $36.1K
|
550
$192K
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-137- 0.65% |
$28.4K - $36.9K
|
20.9K
$7.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-140- 90.32% |
$29K - $37.7K
|
15
$5.23K
|
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-146- 1.03% |
$30.2K - $39.4K
|
14.1K
$4.91M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-147- 2.48% |
$30.4K - $39.6K
|
5.78K
$2.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-150- 1.64% |
$31K - $40.4K
|
9K
$3.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-156- 6.49% |
$32.3K - $42.1K
|
2.25K
$784K
|
|
|
Feb 14, 2023
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-159- 2.56% |
$32.9K - $42.9K
|
6.04K
$2.11M
|
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-169- 5.91% |
$35K - $45.6K
|
2.69K
$939K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-181- 11.36% |
$37.5K - $48.8K
|
1.41K
$493K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-186- 16.19% |
$38.5K - $50.1K
|
963
$336K
|