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
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-35.6K- 38.01% |
$7.47M - $8.54M
|
58.1K
$19.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-43.8K- 68.08% |
$9.19M - $10.5M
|
20.5K
$6.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-46.3K- 94.26% |
$9.72M - $11.1M
|
2.82K
$929K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-49.9K- 37.77% |
$10.5M - $12M
|
82.3K
$27.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-50.3K- 96.06% |
$10.6M - $12.1M
|
2.06K
$680K
|
|
|
Jan 17, 2024
Q4 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-53.3K- 68.84% |
$11.2M - $12.8M
|
24.1K
$7.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-55.7K- 65.34% |
$11.7M - $13.3M
|
29.5K
$9.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-61.8K- 52.31% |
$13M - $14.8M
|
56.3K
$18.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-65.3K- 55.36% |
$13.7M - $15.6M
|
52.6K
$17.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-73.1K- 29.88% |
$15.3M - $17.5M
|
171K
$56.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-87.9K- 36.92% |
$18.5M - $21.1M
|
150K
$49.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-88.4K- 13.93% |
$18.6M - $21.2M
|
546K
$180M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-109K- 25.62% |
$22.8M - $26.1M
|
316K
$104M
|
|
|
Feb 14, 2024
Q4 2023
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-113K- 19.15% |
$23.6M - $27M
|
476K
$157M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-126K- 5.39% |
$26.4M - $30.2M
|
2.21M
$727M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-134K- 58.44% |
$28.1M - $32.1M
|
95.1K
$31.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-137K- 9.2% |
$28.8M - $32.9M
|
1.35M
$446M
|
|
|
Jan 17, 2024
Q4 2023
|
Artemis Investment Management LLP
|
SELL
|
- |
-145K- 56.69% |
$30.4M - $34.7M
|
111K
$36.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-145K- 93.29% |
$30.5M - $34.8M
|
10.4K
$3.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Stephen Mandel
Lone Pine Capital LLC | Greenwich, Ct
|
SELL
|
- |
-163K- 8.13% |
$34.2M - $39.1M
|
1.84M
$606M
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-169K- 6.45% |
$35.6M - $40.6M
|
2.46M
$809M
|
|
|
Feb 09, 2024
Q4 2023
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-170K- 28.41% |
$35.7M - $40.8M
|
429K
$141M
|
|
|
Feb 08, 2024
Q4 2023
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-175K- 52.27% |
$36.7M - $41.9M
|
160K
$52.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Samlyn Capital, LLC
New York, NY |
SELL
|
- |
-185K- 13.41% |
$38.8M - $44.4M
|
1.19M
$394M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-197K- 72.24% |
$41.4M - $47.3M
|
75.8K
$25M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-235K- 7.64% |
$49.4M - $56.4M
|
2.84M
$937M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-289K- 24.12% |
$60.7M - $69.4M
|
910K
$300M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-353K- 98.96% |
$74.1M - $84.6M
|
3.7K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-383K- 6.03% |
$80.3M - $91.8M
|
5.96M
$1.96B
|
|
|
Jan 31, 2024
Q4 2023
|
Abrdn PLC
|
SELL
|
- |
-502K- 64.45% |
$105M - $120M
|
277K
$91.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-761K- 30.97% |
$160M - $182M
|
1.7M
$559M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-942K- 64.19% |
$198M - $226M
|
525K
$173M
|