Purchases and Sales Made in Q1 2022 in Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2022
Q1 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
21.5K+ 7.69% |
$3.09M - $4.1M
|
301K
$101M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.3K+ 47.09% |
$3.07M - $4.07M
|
66.7K
$22.4M
|
|
|
May 16, 2022
Q1 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
20.8K+ 1.69% |
$2.98M - $3.96M
|
1.25M
$419M
|
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
19.7K+ 12.83% |
$2.84M - $3.76M
|
174K
$58.3M
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
19.3K+ 2.97% |
$2.78M - $3.69M
|
671K
$225M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
19.2K+ 38.97% |
$2.77M - $3.67M
|
68.6K
$23.1M
|
|
|
May 16, 2022
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
18.5K+ 1246.8% |
$2.66M - $3.53M
|
20K
$6.72M
|
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
18.5K+ 1246.8% |
$2.66M - $3.53M
|
20K
$6.72M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
18.1K+ 10.78% |
$2.6M - $3.45M
|
186K
$62.4M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.9K+ 13.74% |
$2.57M - $3.41M
|
148K
$49.7M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
17.8KNew |
$2.56M - $3.4M
|
17.8K
$5.98M
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
17.4KNew |
$2.49M - $3.31M
|
17.4K
$5.83M
|
|
|
May 12, 2022
Q1 2022
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
17.3KNew |
$2.48M - $3.29M
|
17.3K
$5.8M
|
|
|
May 16, 2022
Q1 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
16.8K+ 0.22% |
$2.42M - $3.21M
|
7.77M
$2.61B
|
|
|
May 09, 2022
Q1 2022
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
12.9K+ 7.3% |
$1.85M - $2.46M
|
190K
$63.7M
|
|
|
May 11, 2022
Q1 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
12.7KNew |
$1.83M - $2.43M
|
12.7K
$4.28M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.8K+ 10.96% |
$1.69M - $2.25M
|
119K
$40.1M
|
|
|
May 11, 2022
Q1 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
11.1KNew |
$1.59M - $2.11M
|
11.1K
$3.72M
|
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
10.6KNew |
$1.53M - $2.03M
|
10.6K
$3.57M
|
|
|
May 16, 2022
Q1 2022
|
Heron Bay Capital Management
|
BUY
|
- |
9.77K+ 67.15% |
$1.4M - $1.86M
|
24.3K
$8.17M
|
|
|
Apr 26, 2022
Q1 2022
|
Sciencast Management LP
|
BUY
|
- |
9.66KNew |
$1.39M - $1.84M
|
9.66K
$3.24M
|
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
9.03K+ 10.85% |
$1.3M - $1.72M
|
92.2K
$31M
|
|
|
May 16, 2022
Q1 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
8.48KNew |
$1.22M - $1.62M
|
8.48K
$2.85M
|
|
|
May 12, 2022
Q1 2022
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
8.42K+ 8.73% |
$1.21M - $1.61M
|
105K
$35.2M
|
|
|
May 16, 2022
Q1 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
8.33KNew |
$1.2M - $1.59M
|
8.33K
$2.8M
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.81K+ 23.99% |
$1.12M - $1.49M
|
40.4K
$13.6M
|
|
|
May 13, 2022
Q1 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
7.8KNew |
$1.12M - $1.49M
|
7.8K
$2.62M
|
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.77KNew |
$1.12M - $1.48M
|
7.77K
$2.61M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.15K+ 6.0% |
$1.03M - $1.36M
|
126K
$42.4M
|
|
|
Apr 29, 2022
Q1 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
7.01K+ 270.1% |
$1.01M - $1.34M
|
9.6K
$3.23M
|
|
|
May 16, 2022
Q1 2022
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
6.64K+ 56.64% |
$954K - $1.27M
|
18.4K
$6.17M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.63K+ 74.85% |
$952K - $1.26M
|
15.5K
$5.2M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
6.4KNew |
$919K - $1.22M
|
6.4K
$2.15M
|
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
6.29K+ 19.75% |
$904K - $1.2M
|
38.1K
$12.8M
|
|
|
May 11, 2022
Q1 2022
|
Samson Rock Capital LLP
|
BUY
|
- |
6.28KNew |
$902K - $1.2M
|
6.28K
$2.11M
|
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.98KNew |
$859K - $1.14M
|
5.98K
$2.01M
|
|
|
May 16, 2022
Q1 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
5.98KNew |
$859K - $1.14M
|
5.98K
$2.01M
|
|
|
Apr 27, 2022
Q1 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
5.32KNew |
$764K - $1.01M
|
5.32K
$1.79M
|
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
5.32K+ 15.14% |
$764K - $1.01M
|
40.4K
$13.6M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.23KNew |
$751K - $997K
|
5.23K
$1.76M
|
|
|
May 12, 2022
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
5.15KNew |
$740K - $983K
|
5.15K
$1.73M
|
|
|
May 10, 2024
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
5.15KNew |
$740K - $983K
|
5.15K
$1.73M
|
|
|
May 09, 2022
Q1 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
5.04KNew |
$725K - $962K
|
5.04K
$1.69M
|
|
|
May 10, 2022
Q1 2022
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
4.74K+ 172.97% |
$680K - $903K
|
7.47K
$2.51M
|
|
|
May 17, 2022
Q1 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
4.74KNew |
$680K - $903K
|
4.74K
$1.59M
|
|
|
May 03, 2022
Q1 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
4.43K+ 2.22% |
$637K - $845K
|
204K
$68.6M
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.18K+ 176.56% |
$601K - $798K
|
6.55K
$2.2M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
4.16K+ 11.16% |
$598K - $794K
|
41.4K
$13.9M
|
|
|
May 11, 2022
Q1 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
4KNew |
$575K - $763K
|
4K
$1.34M
|
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.8KNew |
$546K - $725K
|
3.8K
$1.28M
|