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
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
856+ 46.88% |
$180K - $205K
|
2.68K
$864K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
834+ 2.81% |
$175K - $200K
|
30.6K
$9.84M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
815+ 8.49% |
$171K - $195K
|
10.4K
$3.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
750+ 37.5% |
$157K - $180K
|
2.75K
$886K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
740+ 40.44% |
$155K - $177K
|
2.57K
$828K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
714+ 20.8% |
$150K - $171K
|
4.15K
$1.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
701+ 16.62% |
$147K - $168K
|
4.92K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
689+ 17.63% |
$145K - $165K
|
4.6K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
660+ 17.96% |
$139K - $158K
|
4.34K
$1.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
660+ 211.54% |
$139K - $158K
|
972
$313K
|
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
655+ 23.84% |
$137K - $157K
|
3.4K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
623+ 13.28% |
$131K - $149K
|
5.32K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
586+ 10.85% |
$123K - $141K
|
5.99K
$1.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
584+ 13.8% |
$123K - $140K
|
4.82K
$1.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
553New |
$116K - $133K
|
553
$178K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
514+ 3.08% |
$108K - $123K
|
17.2K
$5.54M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
505+ 13.27% |
$106K - $121K
|
4.31K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
500New |
$105K - $120K
|
500
$161K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
471New |
$98.9K - $113K
|
471
$152K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
466+ 1.66% |
$97.8K - $112K
|
28.5K
$9.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
463+ 9.02% |
$97.2K - $111K
|
5.59K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
452+ 4.68% |
$94.9K - $108K
|
10.1K
$3.25M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
428+ 6.72% |
$89.8K - $103K
|
6.79K
$2.19M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
425+ 33.65% |
$89.2K - $102K
|
1.69K
$544K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
398+ 698.25% |
$83.5K - $95.4K
|
455
$147K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
395+ 4.59% |
$82.9K - $94.7K
|
9K
$2.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
390New |
$81.9K - $93.5K
|
390
$126K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
389New |
$81.6K - $93.3K
|
389
$125K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
352New |
$73.9K - $84.4K
|
352
$113K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
349+ 0.99% |
$73.3K - $83.7K
|
35.7K
$11.5M
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
341+ 65.33% |
$71.6K - $81.8K
|
863
$278K
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
326+ 12.31% |
$68.4K - $78.2K
|
2.98K
$958K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
322New |
$67.6K - $77.2K
|
322
$104K
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
300+ 21.43% |
$63K - $71.9K
|
1.7K
$548K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
300+ 6.82% |
$63K - $71.9K
|
4.7K
$1.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
283+ 5.43% |
$59.4K - $67.9K
|
5.49K
$1.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
238+ 3.01% |
$50K - $57.1K
|
8.14K
$2.62M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
219+ 4.12% |
$46K - $52.5K
|
5.54K
$1.78M
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
198+ 3.65% |
$41.6K - $47.5K
|
5.63K
$1.81M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
198+ 10.39% |
$41.6K - $47.5K
|
2.1K
$678K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
190+ 2.33% |
$39.9K - $45.6K
|
8.36K
$2.69M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
183+ 0.43% |
$38.4K - $43.9K
|
42.4K
$13.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
156+ 1.83% |
$32.7K - $37.4K
|
8.67K
$2.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
155+ 20.21% |
$32.5K - $37.2K
|
922
$297K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
154+ 41.62% |
$32.3K - $36.9K
|
524
$169K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
151+ 121.77% |
$31.7K - $36.2K
|
275
$88.6K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
140New |
$29.4K - $33.6K
|
140
$45.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
139+ 39.38% |
$29.2K - $33.3K
|
492
$158K
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
138+ 0.67% |
$29K - $33.1K
|
20.7K
$6.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
137+ 15.26% |
$28.8K - $32.8K
|
1.04K
$333K
|