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 13, 2024
Q4 2023
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-1.13K- 20.95% |
$237K - $271K
|
4.26K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
SELL
|
- |
-1.16K- 18.28% |
$243K - $278K
|
5.19K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.16K- 35.49% |
$244K - $278K
|
2.11K
$680K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.2K- 4.87% |
$252K - $288K
|
23.5K
$7.55M
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-1.27K- 10.48% |
$267K - $305K
|
10.8K
$3.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.27K- 30.34% |
$267K - $305K
|
2.92K
$940K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.27K- 12.91% |
$267K - $305K
|
8.59K
$2.77M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.28K- 57.76% |
$268K - $306K
|
934
$301K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.29K- 46.94% |
$270K - $309K
|
1.46K
$469K
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.36K- 33.58% |
$286K - $326K
|
2.69K
$867K
|
|
|
Feb 09, 2024
Q4 2023
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-1.39K- 4.13% |
$291K - $333K
|
32.2K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.41K- 19.99% |
$295K - $337K
|
5.63K
$1.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-1.48K- 14.94% |
$310K - $354K
|
8.4K
$2.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.49K- 1.14% |
$313K - $358K
|
130K
$41.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.51K- 53.12% |
$316K - $361K
|
1.33K
$428K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.54K- 36.46% |
$323K - $369K
|
2.68K
$864K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.55K- 32.66% |
$325K - $371K
|
3.19K
$1.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Foresight Global Investors, Inc.
Purchase, NY |
SELL
|
- |
-1.67K- 23.14% |
$351K - $401K
|
5.55K
$1.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.69K- 30.95% |
$356K - $406K
|
3.78K
$1.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-1.7K- 3.11% |
$356K - $407K
|
52.8K
$17M
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-1.72K- 17.32% |
$360K - $411K
|
8.18K
$2.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-1.76K- 29.19% |
$369K - $421K
|
4.26K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.76K- 34.83% |
$369K - $422K
|
3.29K
$1.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Aquila Investment Management LLC
|
SELL
|
- |
-2K- 25.0% |
$420K - $480K
|
6K
$1.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-2K- 22.67% |
$420K - $480K
|
6.83K
$2.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
SELL
|
- |
-2.15K- 32.63% |
$452K - $516K
|
4.45K
$1.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-2.23K- 22.09% |
$468K - $534K
|
7.86K
$2.53M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-2.27K- 5.48% |
$475K - $543K
|
39.1K
$12.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-2.3K- 28.79% |
$483K - $551K
|
5.69K
$1.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-2.31K- 18.02% |
$485K - $554K
|
10.5K
$3.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-2.37K- 4.5% |
$498K - $568K
|
50.4K
$16.2M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-2.4K- 97.84% |
$504K - $575K
|
53
$17.1K
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.64K- 8.05% |
$554K - $633K
|
30.1K
$9.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.64K- 8.05% |
$554K - $633K
|
30.1K
$9.71M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.86K- 15.1% |
$601K - $686K
|
16.1K
$5.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.02K- 15.58% |
$635K - $725K
|
16.4K
$5.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-3.2K- 61.32% |
$672K - $768K
|
2.02K
$651K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.28K- 15.02% |
$688K - $786K
|
18.6K
$5.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.32K- 13.61% |
$697K - $796K
|
21.1K
$6.79M
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-3.39K- 8.1% |
$712K - $814K
|
38.5K
$12.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-3.4K- 7.71% |
$714K - $815K
|
40.7K
$13.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-3.5K- 15.28% |
$735K - $839K
|
19.4K
$6.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.7K- 19.17% |
$777K - $888K
|
15.6K
$5.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.9K- 91.98% |
$819K - $935K
|
340
$110K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-4.26K- 53.7% |
$895K - $1.02M
|
3.67K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-4.26K- 8.79% |
$895K - $1.02M
|
44.2K
$14.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-4.52K- 10.53% |
$948K - $1.08M
|
38.4K
$12.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-5K- 33.75% |
$1.05M - $1.2M
|
9.82K
$3.16M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-5.27K- 26.44% |
$1.11M - $1.26M
|
14.7K
$4.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-5.84K- 1.15% |
$1.23M - $1.4M
|
502K
$162M
|