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 14, 2024
Q4 2023
|
Blue Mar Capital Management, LLC
Miami, FL |
SELL
|
- |
-5.91K- 32.26% |
$1.24M - $1.42M
|
12.4K
$4.09M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-6.19K- 76.41% |
$1.3M - $1.49M
|
1.91K
$630K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-6.3K- 5.39% |
$1.32M - $1.51M
|
111K
$36.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-6.48K- 37.46% |
$1.36M - $1.55M
|
10.8K
$3.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-6.67K- 30.34% |
$1.4M - $1.6M
|
15.3K
$5.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-6.71K- 86.95% |
$1.41M - $1.61M
|
1.01K
$332K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.74K- 1.81% |
$1.41M - $1.62M
|
366K
$120M
|
|
|
Feb 01, 2024
Q4 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-6.86K- 4.52% |
$1.44M - $1.64M
|
145K
$47.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.07K- 40.93% |
$1.48M - $1.69M
|
10.2K
$3.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.59K- 1.57% |
$1.59M - $1.82M
|
477K
$157M
|
|
|
Feb 14, 2024
Q4 2023
|
Darlington Partners Capital Management, LP
Greenbrae, CA |
SELL
|
- |
-7.6K- 1.05% |
$1.6M - $1.82M
|
715K
$236M
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-8.4K- 31.58% |
$1.76M - $2.01M
|
18.2K
$5.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-9.61K- 13.07% |
$2.02M - $2.3M
|
63.9K
$21.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.81K- 9.1% |
$2.06M - $2.35M
|
98K
$32.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-10.2K- 82.6% |
$2.15M - $2.46M
|
2.16K
$711K
|
|
|
Feb 14, 2024
Q4 2023
|
Hst Ventures, LLC
|
SELL
|
- |
-10.4K- 54.01% |
$2.18M - $2.49M
|
8.84K
$2.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-10.4K- 17.5% |
$2.18M - $2.49M
|
49K
$16.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Thornburg Investment Management Inc
|
SELL
|
- |
-10.5K- 14.47% |
$2.2M - $2.51M
|
61.8K
$20.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-10.8K- 1.48% |
$2.26M - $2.58M
|
718K
$237M
|
|
|
Feb 14, 2024
Q4 2023
|
Thames Capital Management LLC
New York, NY |
SELL
|
- |
-10.8K- 46.14% |
$2.28M - $2.6M
|
12.7K
$4.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-11.3K- 81.88% |
$2.37M - $2.71M
|
2.5K
$824K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-11.3K- 5.8% |
$2.37M - $2.71M
|
184K
$60.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-11.5K- 13.27% |
$2.42M - $2.76M
|
75.3K
$24.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-11.6K- 3.53% |
$2.43M - $2.78M
|
317K
$104M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-12.4K- 5.31% |
$2.6M - $2.97M
|
221K
$72.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-13.8K- 1.94% |
$2.91M - $3.32M
|
700K
$230M
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-14.3K- 19.15% |
$3M - $3.42M
|
60.3K
$19.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-14.7K- 83.72% |
$3.09M - $3.53M
|
2.87K
$944K
|
|
|
Feb 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-15.4K- 2.1% |
$3.23M - $3.69M
|
719K
$237M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-16.1K- 35.81% |
$3.38M - $3.86M
|
28.8K
$9.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-16.3K- 52.84% |
$3.42M - $3.91M
|
14.5K
$4.79M
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-16.9K- 16.14% |
$3.55M - $4.05M
|
87.8K
$28.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-17.2K- 4.08% |
$3.61M - $4.13M
|
404K
$133M
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-17.8K- 13.12% |
$3.73M - $4.26M
|
118K
$38.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.4K- 40.0% |
$4.28M - $4.88M
|
30.6K
$10.1M
|
|
|
Feb 12, 2024
Q4 2023
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-20.4K- 4.24% |
$4.28M - $4.89M
|
460K
$152M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.8K- 37.29% |
$4.58M - $5.23M
|
36.7K
$12.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
SELL
|
- |
-22K- 69.03% |
$4.62M - $5.27M
|
9.87K
$3.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-23.6K- 66.2% |
$4.95M - $5.65M
|
12K
$3.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-24.3K- 16.64% |
$5.09M - $5.82M
|
122K
$40M
|
|
|
Feb 13, 2024
Q4 2023
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-24.4K- 28.65% |
$5.11M - $5.84M
|
60.7K
$20M
|
|
|
Feb 14, 2024
Q4 2023
|
Prana Capital Management, LP
Greenwich, CT |
SELL
|
- |
-29K- 45.4% |
$6.08M - $6.95M
|
34.9K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-29K- 39.88% |
$6.09M - $6.96M
|
43.8K
$14.4M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-30.2K- 56.84% |
$6.35M - $7.25M
|
23K
$7.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-30.7K- 28.97% |
$6.44M - $7.35M
|
75.2K
$24.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-30.8K- 50.81% |
$6.46M - $7.37M
|
29.8K
$9.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-30.9K- 9.16% |
$6.49M - $7.42M
|
307K
$101M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-32.4K- 6.51% |
$6.81M - $7.78M
|
466K
$153M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-33.8K- 8.29% |
$7.1M - $8.11M
|
374K
$123M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-35.2K- 27.71% |
$7.38M - $8.43M
|
91.8K
$30.2M
|