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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.5K- 27.54% |
$575K - $840K
|
6.58K
$2.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-2.59K- 7.11% |
$594K - $869K
|
33.8K
$12.2M
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-2.61K- 3.44% |
$599K - $876K
|
73.1K
$26.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-2.98K- 18.83% |
$686K - $1M
|
12.9K
$4.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.26K- 20.86% |
$748K - $1.09M
|
12.4K
$4.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-3.37K- 70.34% |
$774K - $1.13M
|
1.42K
$515K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-3.72K- 84.8% |
$855K - $1.25M
|
667
$242K
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-4.2K- 20.29% |
$965K - $1.41M
|
16.5K
$5.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.37K- 4.13% |
$1M - $1.47M
|
101K
$36.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-4.56K- 55.53% |
$1.05M - $1.53M
|
3.65K
$1.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-4.95K- 0.7% |
$1.14M - $1.66M
|
706K
$256M
|
|
|
Feb 10, 2025
Q4 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-5.94K- 50.0% |
$1.37M - $2M
|
5.95K
$2.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-6.21K- 78.86% |
$1.43M - $2.09M
|
1.66K
$603K
|
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-6.68K- 42.25% |
$1.53M - $2.24M
|
9.13K
$3.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Poplar Forest Capital LLC
|
SELL
|
- |
-7.3K- 21.91% |
$1.68M - $2.45M
|
26K
$9.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-8.05K- 0.49% |
$1.85M - $2.71M
|
1.64M
$595M
|
|
|
Feb 11, 2025
Q4 2024
|
Heron Bay Capital Management
|
SELL
|
- |
-10.5K- 10.96% |
$2.42M - $3.54M
|
85.6K
$31M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-10.9K- 37.25% |
$2.51M - $3.67M
|
18.4K
$6.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-11.2K- 20.5% |
$2.57M - $3.76M
|
43.4K
$15.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-12.5K- 2.78% |
$2.86M - $4.18M
|
435K
$158M
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-13.7K- 47.95% |
$3.15M - $4.6M
|
14.9K
$5.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-15.2K- 23.8% |
$3.49M - $5.1M
|
48.7K
$17.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-15.3K- 21.9% |
$3.51M - $5.13M
|
54.5K
$19.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-21.9K- 52.15% |
$5.04M - $7.37M
|
20.1K
$7.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-23K- 69.71% |
$5.29M - $7.73M
|
10K
$3.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-23.9K- 10.32% |
$5.5M - $8.04M
|
208K
$75.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-24.9K- 60.88% |
$5.72M - $8.36M
|
16K
$5.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-25.1K- 52.91% |
$5.78M - $8.44M
|
22.4K
$8.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-30.4K- 14.0% |
$7M - $10.2M
|
187K
$67.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-36.6K- 14.45% |
$8.42M - $12.3M
|
217K
$78.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-40K- 27.07% |
$9.2M - $13.4M
|
108K
$39.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-48.9K- 80.94% |
$11.2M - $16.4M
|
11.5K
$4.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Iridian Asset Management LLC
|
SELL
|
- |
-53.9K- 65.11% |
$12.4M - $18.1M
|
28.9K
$10.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-60.9K- 0.84% |
$14M - $20.5M
|
7.22M
$2.62B
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-65.4K- 7.21% |
$15M - $22M
|
841K
$305M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-76K- 5.96% |
$17.5M - $25.5M
|
1.2M
$435M
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-85.2K- 92.59% |
$19.6M - $28.6M
|
6.81K
$2.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-85.7K- 71.47% |
$19.7M - $28.8M
|
34.2K
$12.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Reinhart Partners, Inc.
|
SELL
|
- |
-91.4K- 72.07% |
$21M - $30.7M
|
35.4K
$12.8M
|