Purchases and Sales Made in Q4 2023 in Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA) during Q4 2023. 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, 2024
Q4 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
881KNew |
$185M - $211M
|
881K
$290M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
642K+ 115.18% |
$135M - $154M
|
1.2M
$395M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
BUY
|
- |
614K+ 286.05% |
$129M - $147M
|
828K
$273M
|
|
|
Feb 13, 2024
Q4 2023
|
Surgo Cap Partners LP
New York, NY |
BUY
|
- |
577KNew |
$121M - $138M
|
577K
$190M
|
|
|
Feb 14, 2024
Q4 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
485KNew |
$102M - $116M
|
485K
$160M
|
|
|
Feb 13, 2024
Q4 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
365K+ 88.99% |
$76.5M - $87.4M
|
774K
$255M
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
311KNew |
$65.2M - $74.5M
|
311K
$102M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
240K+ 572.22% |
$50.3M - $57.5M
|
282K
$92.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
239K+ 52.2% |
$50.1M - $57.2M
|
696K
$229M
|
|
|
Feb 14, 2024
Q4 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
233K+ 12785.93% |
$48.8M - $55.8M
|
235K
$77.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
209KNew |
$43.9M - $50.1M
|
209K
$68.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
182K+ 21.49% |
$38.1M - $43.5M
|
1.03M
$338M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
168K+ 20.18% |
$35.2M - $40.2M
|
999K
$329M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
151K+ 93.68% |
$31.7M - $36.2M
|
312K
$103M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
130K+ 240.19% |
$27.2M - $31.1M
|
184K
$60.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Tom Gayner
Markel Corp
|
BUY
|
- |
125K+ 41.53% |
$26.3M - $30M
|
426K
$140M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
118KNew |
$24.7M - $28.3M
|
118K
$38.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
114K+ 160.02% |
$24M - $27.4M
|
186K
$61.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
101K+ 24.41% |
$21.2M - $24.2M
|
514K
$169M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
94.7K+ 1911.36% |
$19.9M - $22.7M
|
99.7K
$32.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
78.3K+ 20.16% |
$16.4M - $18.8M
|
467K
$154M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
78K+ 1324.01% |
$16.4M - $18.7M
|
83.9K
$27.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
71.8K+ 15.44% |
$15.1M - $17.2M
|
537K
$177M
|
|
|
Mar 20, 2024
Q4 2023
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
70.5KNew |
$14.8M - $16.9M
|
70.5K
$23.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
68.5K+ 16.65% |
$14.4M - $16.4M
|
480K
$158M
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
BUY
|
- |
62.4K+ 84.85% |
$13.1M - $15M
|
136K
$44.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
62.2KNew |
$13M - $14.9M
|
62.2K
$20.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
48.4K+ 0.68% |
$10.2M - $11.6M
|
7.14M
$2.35B
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
48K+ 2.24% |
$10.1M - $11.5M
|
2.19M
$723M
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
44.4KNew |
$9.32M - $10.6M
|
44.4K
$14.6M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
42.7K+ 71.13% |
$8.97M - $10.2M
|
103K
$33.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
40.6KNew |
$8.52M - $9.73M
|
40.6K
$13.4M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
38.8K+ 228.63% |
$8.15M - $9.31M
|
55.8K
$18.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
38.6K+ 50.61% |
$8.1M - $9.26M
|
115K
$37.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
33.9K+ 94.79% |
$7.11M - $8.12M
|
69.6K
$22.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
33.8K+ 4.73% |
$7.1M - $8.11M
|
749K
$247M
|
|
|
Feb 09, 2024
Q4 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
31.3K+ 80.9% |
$6.57M - $7.51M
|
70K
$23.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Iridian Asset Management LLC
|
BUY
|
- |
30.3K+ 101.31% |
$6.35M - $7.26M
|
60.2K
$19.8M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
29.3K+ 1.68% |
$6.15M - $7.02M
|
1.77M
$582M
|
|
|
Feb 13, 2024
Q4 2023
|
North Peak Capital Management, LLC
New York, NY |
BUY
|
- |
28.4K+ 14.41% |
$5.97M - $6.82M
|
226K
$74.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Employees Retirement System Of Texas
|
BUY
|
- |
28K+ 12.84% |
$5.88M - $6.71M
|
246K
$81M
|
|
|
Feb 14, 2024
Q4 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
24.9K+ 1950.2% |
$5.23M - $5.97M
|
26.2K
$8.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.9K+ 4.97% |
$5.22M - $5.96M
|
525K
$173M
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
24K+ 689.33% |
$5.03M - $5.75M
|
27.4K
$9.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
21.1K+ 1.59% |
$4.44M - $5.07M
|
1.35M
$445M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
20.7K+ 6.87% |
$4.34M - $4.95M
|
321K
$106M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
20.6K+ 32.33% |
$4.33M - $4.95M
|
84.5K
$27.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
20.2KNew |
$4.24M - $4.84M
|
20.2K
$6.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
18.8KNew |
$3.95M - $4.51M
|
18.8K
$6.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
17.2KNew |
$3.62M - $4.13M
|
17.2K
$5.67M
|