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 07, 2024
Q4 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
131New |
$27.5K - $31.4K
|
131
$43.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
126+ 1.36% |
$26.4K - $30.2K
|
9.42K
$3.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
125New |
$26.2K - $30K
|
125
$41.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
123+ 13.74% |
$25.8K - $29.5K
|
1.02K
$335K
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
117+ 2.62% |
$24.6K - $28.1K
|
4.58K
$1.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
112+ 11.23% |
$23.5K - $26.9K
|
1.11K
$365K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
101+ 0.39% |
$21.2K - $24.2K
|
26K
$8.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
101+ 6.97% |
$21.2K - $24.2K
|
1.55K
$511K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
100+ 1.77% |
$21K - $24K
|
5.76K
$1.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
100New |
$21K - $24K
|
100
$32.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
97+ 12.52% |
$20.4K - $23.3K
|
872
$287K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
97+ 12.52% |
$20.4K - $23.3K
|
872
$287K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
95+ 5.51% |
$19.9K - $22.8K
|
1.82K
$600K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
93+ 1.75% |
$19.5K - $22.3K
|
5.39K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
88+ 7.23% |
$18.5K - $21.1K
|
1.31K
$430K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
84New |
$17.6K - $20.1K
|
84
$27.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
81New |
$17K - $19.4K
|
81
$26.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
80+ 26.06% |
$16.8K - $19.2K
|
387
$127K
|
|
|
Jul 01, 2024
Q4 2023
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
76New |
$16K - $18.2K
|
76
$25K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
74+ 0.89% |
$15.5K - $17.7K
|
8.36K
$2.75M
|
|
|
Jan 16, 2024
Q4 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
65+ 4.11% |
$13.6K - $15.6K
|
1.65K
$542K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
59+ 103.51% |
$12.4K - $14.1K
|
116
$38.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
56+ 6.03% |
$11.8K - $13.4K
|
985
$324K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
52New |
$10.9K - $12.5K
|
52
$17.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
51New |
$10.7K - $12.2K
|
51
$16.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
50+ 0.41% |
$10.5K - $12K
|
12.3K
$4.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
48+ 0.59% |
$10.1K - $11.5K
|
8.15K
$2.69M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
45New |
$9.45K - $10.8K
|
45
$14.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
40+ 48.78% |
$8.4K - $9.59K
|
122
$40.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
36New |
$7.56K - $8.63K
|
36
$11.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
35New |
$7.35K - $8.39K
|
35
$11.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
33+ 0.1% |
$6.93K - $7.91K
|
34.2K
$11.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
32+ 3.76% |
$6.72K - $7.67K
|
883
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
31+ 1.8% |
$6.51K - $7.43K
|
1.76K
$579K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
30+ 0.17% |
$6.3K - $7.19K
|
17.9K
$5.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
28+ 1.75% |
$5.88K - $6.71K
|
1.63K
$536K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
27+ 0.71% |
$5.67K - $6.47K
|
3.83K
$1.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
26+ 1.11% |
$5.46K - $6.23K
|
2.38K
$783K
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
26+ 1.98% |
$5.46K - $6.23K
|
1.34K
$441K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
25New |
$5.25K - $5.99K
|
25
$8.24K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
24+ 2.13% |
$5.04K - $5.75K
|
1.15K
$380K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
24New |
$5.04K - $5.75K
|
24
$7.91K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
23New |
$4.83K - $5.51K
|
23
$7.58K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
21New |
$4.41K - $5.04K
|
21
$6.92K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
21+ 0.66% |
$4.41K - $5.04K
|
3.18K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
20+ 32.79% |
$4.2K - $4.8K
|
81
$26.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
19+ 1.44% |
$3.99K - $4.56K
|
1.34K
$441K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
18New |
$3.78K - $4.32K
|
18
$5.93K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
17New |
$3.57K - $4.08K
|
17
$5.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
16New |
$3.36K - $3.84K
|
16
$5.27K
|