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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3.34K+ 31.05% |
$701K - $801K
|
14.1K
$4.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Argent Capital Management LLC
|
BUY
|
- |
3.25KNew |
$682K - $779K
|
3.25K
$1.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
3.11K+ 1.67% |
$654K - $747K
|
190K
$62.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.08K+ 192.79% |
$645K - $737K
|
4.67K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
3.01KNew |
$631K - $721K
|
3.01K
$990K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.01KNew |
$631K - $721K
|
3.01K
$990K
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
2.95K+ 16.67% |
$618K - $706K
|
20.6K
$6.79M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.88KNew |
$604K - $690K
|
2.88K
$948K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.72K+ 27.96% |
$570K - $651K
|
12.4K
$4.09M
|
|
|
Jan 11, 2024
Q4 2023
|
Handelsinvest Investeringsforvaltning
|
BUY
|
- |
2.51KNew |
$527K - $602K
|
2.51K
$826K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.42KNew |
$508K - $580K
|
2.42K
$797K
|
|
|
Feb 07, 2024
Q4 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
2.24KNew |
$469K - $536K
|
2.24K
$736K
|
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.2K+ 15.62% |
$462K - $527K
|
16.3K
$5.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.15KNew |
$452K - $516K
|
2.15K
$709K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
2.11KNew |
$442K - $505K
|
2.11K
$694K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.08KNew |
$436K - $498K
|
2.08K
$684K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.93KNew |
$404K - $462K
|
1.93K
$634K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1.86K+ 37280.0% |
$391K - $447K
|
1.87K
$616K
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
1.84KNew |
$386K - $441K
|
1.84K
$606K
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.83K+ 4.32% |
$385K - $439K
|
44.2K
$14.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
- |
1.8K+ 4.81% |
$378K - $432K
|
39.3K
$12.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.75KNew |
$368K - $420K
|
1.75K
$577K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.73KNew |
$362K - $414K
|
1.73K
$569K
|
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
1.73KNew |
$362K - $414K
|
1.73K
$569K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.72K+ 14.06% |
$362K - $413K
|
14K
$4.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.69K+ 57.25% |
$355K - $405K
|
4.64K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.68K+ 42.21% |
$353K - $403K
|
5.66K
$1.87M
|
|
|
Feb 14, 2024
Q4 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
1.65K+ 23.37% |
$347K - $396K
|
8.72K
$2.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.45K+ 78.51% |
$305K - $349K
|
3.31K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.44K+ 55.62% |
$301K - $344K
|
4.02K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
1.36KNew |
$285K - $325K
|
1.36K
$447K
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
1.25KNew |
$262K - $299K
|
1.25K
$411K
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.22KNew |
$256K - $293K
|
1.22K
$402K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
1.21KNew |
$254K - $290K
|
1.21K
$399K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.2K+ 26.87% |
$252K - $287K
|
5.66K
$1.86M
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.2K+ 26.87% |
$252K - $287K
|
5.66K
$1.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.18KNew |
$248K - $284K
|
1.18K
$390K
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.16K+ 5.11% |
$243K - $277K
|
23.8K
$7.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.14K+ 29.83% |
$239K - $273K
|
4.96K
$1.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
1.11KNew |
$234K - $267K
|
1.11K
$367K
|
|
|
Feb 15, 2024
Q4 2023
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
1.11KNew |
$233K - $266K
|
1.11K
$365K
|
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.09KNew |
$229K - $262K
|
1.09K
$359K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.06K+ 118.55% |
$223K - $254K
|
1.96K
$644K
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.05K+ 35.84% |
$220K - $252K
|
3.98K
$1.31M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.05KNew |
$220K - $251K
|
1.05K
$345K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.02K+ 33.02% |
$213K - $244K
|
4.09K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
996New |
$209K - $239K
|
996
$328K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
962New |
$202K - $231K
|
962
$317K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
948+ 8.14% |
$199K - $227K
|
12.6K
$4.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
864+ 2.02% |
$181K - $207K
|
43.5K
$14.3M
|