Purchases and Sales Made in Q4 2024 in Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA) during Q4 2024. 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 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1- 12.5% |
$230 - $336
|
7
$2.54K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2- 16.67% |
$460 - $672
|
10
$3.62K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-4- 8.33% |
$919 - $1.34K
|
44
$15.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-4- 80.0% |
$919 - $1.34K
|
1
$362
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4- 0.17% |
$919 - $1.34K
|
2.4K
$871K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-5- 0.43% |
$1.15K - $1.68K
|
1.16K
$419K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6- 46.15% |
$1.38K - $2.02K
|
7
$2.54K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-8- 38.1% |
$1.84K - $2.69K
|
13
$4.71K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-9- 5.23% |
$2.07K - $3.02K
|
163
$59.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10- 2.72% |
$2.3K - $3.36K
|
357
$129K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-10- 1.72% |
$2.3K - $3.36K
|
570
$207K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10- 3.53% |
$2.3K - $3.36K
|
273
$98.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-11- 1.18% |
$2.53K - $3.7K
|
922
$334K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-12- 0.1% |
$2.76K - $4.03K
|
12.6K
$4.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-14- 0.63% |
$3.22K - $4.7K
|
2.19K
$794K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-16- 1.52% |
$3.68K - $5.37K
|
1.04K
$376K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-16- 35.56% |
$3.68K - $5.37K
|
29
$10.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-17- 0.09% |
$3.91K - $5.71K
|
18K
$6.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-18- 47.37% |
$4.14K - $6.05K
|
20
$7.25K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-25- 0.22% |
$5.75K - $8.4K
|
11.2K
$4.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-26- 1.91% |
$5.98K - $8.73K
|
1.34K
$485K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-30- 2.37% |
$6.9K - $10.1K
|
1.24K
$448K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-30- 0.61% |
$6.9K - $10.1K
|
4.86K
$1.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-33- 1.22% |
$7.59K - $11.1K
|
2.68K
$969K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-48- 5.44% |
$11K - $16.1K
|
834
$302K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-49- 3.8% |
$11.3K - $16.5K
|
1.24K
$450K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-51- 0.83% |
$11.7K - $17.1K
|
6.07K
$2.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-52- 2.06% |
$12K - $17.5K
|
2.48K
$897K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-64- 0.97% |
$14.7K - $21.5K
|
6.57K
$2.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-64- 1.07% |
$14.7K - $21.5K
|
5.89K
$2.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-73- 10.67% |
$16.8K - $24.5K
|
611
$221K
|
|
|
Feb 07, 2025
Q4 2024
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-73- 0.02% |
$16.8K - $24.5K
|
458K
$166M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-80- 0.29% |
$18.4K - $26.9K
|
27.3K
$9.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-85- 3.03% |
$19.5K - $28.6K
|
2.72K
$987K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-86- 5.38% |
$19.8K - $28.9K
|
1.51K
$549K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-90- 6.16% |
$20.7K - $30.2K
|
1.37K
$497K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-93- 13.84% |
$21.4K - $31.2K
|
579
$210K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-94- 1.29% |
$21.6K - $31.6K
|
7.18K
$2.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-95- 16.99% |
$21.8K - $31.9K
|
464
$168K
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-96- 8.36% |
$22.1K - $32.2K
|
1.05K
$381K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-100- 0.64% |
$23K - $33.6K
|
15.5K
$5.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-127- 44.88% |
$29.2K - $42.7K
|
156
$56.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-150- 3.72% |
$34.5K - $50.4K
|
3.88K
$1.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-163- 16.68% |
$37.5K - $54.8K
|
814
$295K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-169- 0.59% |
$38.8K - $56.8K
|
28.3K
$10.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-193- 0.95% |
$44.4K - $64.8K
|
20.1K
$7.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-198- 8.37% |
$45.5K - $66.5K
|
2.17K
$786K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-253- 1.99% |
$58.2K - $85K
|
12.5K
$4.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-279- 6.56% |
$64.1K - $93.7K
|
3.97K
$1.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-287- 24.18% |
$66K - $96.4K
|
900
$326K
|