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
|
Man Group PLC
London, X0 |
BUY
|
- |
15.9K+ 20.92% |
$3.34M - $3.82M
|
92.1K
$30.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Eminence Capital, LP
New York, NY |
BUY
|
- |
15.5K+ 1.98% |
$3.26M - $3.72M
|
800K
$263M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
15.4KNew |
$3.23M - $3.69M
|
15.4K
$5.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
15.4K+ 35.27% |
$3.23M - $3.69M
|
59K
$19.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
15.1K+ 2.66% |
$3.17M - $3.62M
|
583K
$192M
|
|
|
Feb 07, 2024
Q4 2023
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
14.8KNew |
$3.11M - $3.56M
|
14.8K
$4.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
14.7KNew |
$3.08M - $3.52M
|
14.7K
$4.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
13.3K+ 5.13% |
$2.8M - $3.2M
|
274K
$90.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Gcm Grosvenor Holdings, LLC
Chicago, IL |
BUY
|
- |
13K+ 12.35% |
$2.73M - $3.12M
|
118K
$39M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
12.2KNew |
$2.56M - $2.93M
|
12.2K
$4.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
11.7K+ 6.03% |
$2.46M - $2.81M
|
207K
$68M
|
|
|
Feb 13, 2024
Q4 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
11.1KNew |
$2.32M - $2.65M
|
11.1K
$3.65M
|
|
|
Feb 15, 2024
Q4 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
10.8K+ 57.14% |
$2.27M - $2.59M
|
29.7K
$9.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
10.8K+ 52.27% |
$2.26M - $2.58M
|
31.3K
$10.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
10.6KNew |
$2.22M - $2.54M
|
10.6K
$3.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
10.1K+ 30.91% |
$2.12M - $2.42M
|
42.8K
$14.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
10KNew |
$2.1M - $2.4M
|
10K
$3.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9.72KNew |
$2.04M - $2.33M
|
9.72K
$3.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
9.63KNew |
$2.02M - $2.31M
|
9.63K
$3.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
9.54K+ 3.36% |
$2M - $2.29M
|
293K
$96.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
9.4KNew |
$1.97M - $2.25M
|
9.4K
$3.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
8.57KNew |
$1.8M - $2.05M
|
8.57K
$2.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
8.37K+ 260.18% |
$1.76M - $2.01M
|
11.6K
$3.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.55K+ 3.03% |
$1.59M - $1.81M
|
256K
$84.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Aviva PLC
|
BUY
|
- |
7.15K+ 10.65% |
$1.5M - $1.71M
|
74.3K
$24.5M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
7.15KNew |
$1.5M - $1.71M
|
7.15K
$2.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
6.92KNew |
$1.45M - $1.66M
|
6.92K
$2.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.85K+ 87.03% |
$1.44M - $1.64M
|
14.7K
$4.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
6.08K+ 34.51% |
$1.28M - $1.46M
|
23.7K
$7.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
6KNew |
$1.26M - $1.44M
|
6K
$1.98M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.98KNew |
$1.26M - $1.43M
|
5.98K
$1.97M
|
|
|
Jan 29, 2024
Q4 2023
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
5.88KNew |
$1.23M - $1.41M
|
5.88K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
5.82K+ 577.56% |
$1.22M - $1.39M
|
6.82K
$2.25M
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
5.26K+ 82.17% |
$1.1M - $1.26M
|
11.7K
$3.84M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.95KNew |
$1.04M - $1.19M
|
4.95K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
4.7KNew |
$987K - $1.13M
|
4.7K
$1.55M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4.69K+ 15.53% |
$984K - $1.12M
|
34.9K
$11.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
4.66KNew |
$978K - $1.12M
|
4.66K
$1.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
4.39K+ 37.16% |
$922K - $1.05M
|
16.2K
$5.34M
|
|
|
Jan 16, 2024
Q4 2023
|
Reinhart Partners, Inc.
|
BUY
|
- |
4.33K+ 6.16% |
$909K - $1.04M
|
74.6K
$24.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
4.19KNew |
$879K - $1M
|
4.19K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
4.13K+ 425.57% |
$866K - $990K
|
5.1K
$1.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
4.03KNew |
$846K - $967K
|
4.03K
$1.33M
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
3.74KNew |
$786K - $898K
|
3.74K
$1.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.72KNew |
$780K - $891K
|
3.72K
$1.22M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.69K+ 66.77% |
$775K - $885K
|
9.22K
$3.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Azora Capital LP
Miami, FL |
BUY
|
- |
3.65K+ 1.13% |
$766K - $875K
|
327K
$108M
|
|
|
Feb 14, 2024
Q4 2023
|
Bamco Inc
New York, NY |
BUY
|
- |
3.5K+ 3.17% |
$735K - $839K
|
114K
$37.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3.49KNew |
$732K - $837K
|
3.49K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
3.42K+ 4.35% |
$718K - $821K
|
82.1K
$27M
|