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 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-298- 9.26% |
$62.5K - $71.5K
|
2.92K
$940K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-300- 2.24% |
$63K - $71.9K
|
13.1K
$4.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-301- 10.64% |
$63.2K - $72.2K
|
2.53K
$814K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-316- 2.93% |
$66.3K - $75.8K
|
10.5K
$3.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-325- 19.25% |
$68.2K - $77.9K
|
1.36K
$439K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-335- 10.47% |
$70.3K - $80.3K
|
2.87K
$923K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-338- 1.8% |
$70.9K - $81K
|
18.4K
$5.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-343- 18.82% |
$72K - $82.2K
|
1.48K
$477K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-356- 19.11% |
$74.7K - $85.4K
|
1.51K
$485K
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-369- 4.05% |
$77.4K - $88.5K
|
8.75K
$2.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-371- 20.88% |
$77.9K - $89K
|
1.41K
$453K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-389- 1.84% |
$81.6K - $93.3K
|
20.8K
$6.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-392- 22.16% |
$82.3K - $94K
|
1.38K
$443K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-410- 3.92% |
$86.1K - $98.3K
|
10K
$3.24M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-428- 5.1% |
$89.8K - $103K
|
7.97K
$2.57M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-473- 59.5% |
$99.3K - $113K
|
322
$104K
|
|
|
Jan 12, 2024
Q4 2023
|
Heron Bay Capital Management
|
SELL
|
- |
-479- 0.51% |
$101K - $115K
|
94.3K
$30.4M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-480- 3.51% |
$101K - $115K
|
13.2K
$4.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-482- 7.23% |
$101K - $116K
|
6.18K
$1.99M
|
|
|
Jan 31, 2024
Q4 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-490- 32.62% |
$103K - $117K
|
1.01K
$326K
|
|
|
Jan 11, 2024
Q4 2023
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-527- 5.97% |
$111K - $126K
|
8.31K
$2.68M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-556- 14.51% |
$117K - $133K
|
3.28K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-557- 7.42% |
$117K - $134K
|
6.95K
$2.24M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-580- 20.68% |
$122K - $139K
|
2.23K
$717K
|
|
|
Feb 15, 2024
Q4 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-600- 17.65% |
$126K - $144K
|
2.8K
$902K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-677- 1.73% |
$142K - $162K
|
38.5K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-680- 14.82% |
$143K - $163K
|
3.91K
$1.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-723- 9.62% |
$152K - $173K
|
6.79K
$2.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-731- 1.6% |
$153K - $175K
|
45.1K
$14.5M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-741- 14.88% |
$156K - $178K
|
4.24K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-742- 15.11% |
$156K - $178K
|
4.17K
$1.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-767- 2.67% |
$161K - $184K
|
28K
$9.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-800- 6.93% |
$168K - $192K
|
10.8K
$3.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-807- 40.76% |
$169K - $193K
|
1.17K
$378K
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-814- 19.35% |
$171K - $195K
|
3.39K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-817- 0.3% |
$171K - $196K
|
269K
$86.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-838- 1.04% |
$176K - $201K
|
80K
$25.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-839- 50.79% |
$176K - $201K
|
813
$262K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-845- 24.27% |
$177K - $203K
|
2.64K
$849K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-849- 1.3% |
$178K - $204K
|
64.4K
$20.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-921- 18.69% |
$193K - $221K
|
4.01K
$1.29M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-945- 11.2% |
$198K - $227K
|
7.49K
$2.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1K- 6.23% |
$211K - $241K
|
15.1K
$4.87M
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.01K- 13.69% |
$211K - $241K
|
6.35K
$2.05M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.02K- 6.09% |
$213K - $243K
|
15.7K
$5.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-1.02K- 9.18% |
$215K - $245K
|
10.1K
$3.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Tredje Ap Fonden
|
SELL
|
- |
-1.02K- 7.98% |
$215K - $245K
|
11.8K
$3.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-1.03K- 22.28% |
$215K - $246K
|
3.58K
$1.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.03K- 34.3% |
$216K - $247K
|
1.98K
$636K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.04K- 0.85% |
$217K - $248K
|
121K
$38.8M
|