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 |
|---|---|---|---|---|---|---|---|
|
Mar 22, 2023
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.69K+ 251.6% |
$530K - $703K
|
5.15K
$1.73M
|
|
|
May 12, 2022
Q1 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
3.68KNew |
$528K - $701K
|
3.68K
$1.23M
|
|
|
May 12, 2022
Q1 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
3.58K+ 447.25% |
$514K - $683K
|
4.38K
$1.47M
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
3.41KNew |
$490K - $651K
|
3.41K
$1.15M
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.41KNew |
$489K - $650K
|
3.41K
$1.14M
|
|
|
May 16, 2022
Q1 2022
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
3.28K+ 5.18% |
$471K - $625K
|
66.6K
$22.4M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.99K+ 14.4% |
$429K - $569K
|
23.7K
$7.97M
|
|
|
May 03, 2022
Q1 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.7K+ 1.82% |
$388K - $515K
|
151K
$50.6M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.65KNew |
$381K - $506K
|
2.65K
$891K
|
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.56KNew |
$367K - $488K
|
2.56K
$859K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.42K+ 122.48% |
$348K - $461K
|
4.39K
$1.48M
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.38K+ 9.78% |
$343K - $455K
|
26.8K
$8.99M
|
|
|
Apr 14, 2022
Q1 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.35K+ 6.42% |
$337K - $447K
|
38.9K
$13.1M
|
|
|
May 16, 2022
Q1 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.32K+ 2.78% |
$333K - $443K
|
85.8K
$28.8M
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.3K+ 107.12% |
$331K - $439K
|
4.45K
$1.49M
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.25K+ 79.45% |
$324K - $430K
|
5.09K
$1.71M
|
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.23KNew |
$321K - $426K
|
2.23K
$749K
|
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
2.21K+ 101.33% |
$318K - $422K
|
4.39K
$1.47M
|
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.17K+ 53.89% |
$312K - $415K
|
6.21K
$2.09M
|
|
|
May 16, 2022
Q1 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.17K+ 168.53% |
$312K - $414K
|
3.46K
$1.16M
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.15K+ 0.59% |
$309K - $411K
|
370K
$124M
|
|
|
May 13, 2022
Q1 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.15KNew |
$308K - $409K
|
2.15K
$721K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.09K+ 12.75% |
$300K - $398K
|
18.4K
$6.2M
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
1.96K+ 93.91% |
$281K - $374K
|
4.04K
$1.36M
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.93K+ 38.62% |
$277K - $368K
|
6.93K
$2.33M
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.93K+ 576.42% |
$277K - $368K
|
2.27K
$761K
|
|
|
May 12, 2022
Q1 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.86KNew |
$267K - $354K
|
1.86K
$624K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.84K+ 3.28% |
$264K - $351K
|
58K
$19.5M
|
|
|
May 13, 2022
Q1 2022
|
Bamco Inc
New York, NY |
BUY
|
- |
1.6K+ 15.24% |
$230K - $305K
|
12.1K
$4.06M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.55K+ 103.26% |
$223K - $296K
|
3.06K
$1.03M
|
|
|
May 16, 2022
Q1 2022
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
1.53K+ 3.58% |
$220K - $292K
|
44.4K
$14.9M
|
|
|
May 03, 2022
Q1 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
1.51K+ 3.43% |
$218K - $289K
|
45.7K
$15.3M
|
|
|
May 13, 2022
Q1 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.48KNew |
$213K - $283K
|
1.48K
$498K
|
|
|
Jun 30, 2022
Q1 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.46K+ 8.57% |
$209K - $278K
|
18.5K
$6.2M
|
|
|
May 10, 2022
Q1 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.46K+ 5.04% |
$209K - $278K
|
30.3K
$10.2M
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.43K+ 13.18% |
$205K - $273K
|
12.3K
$4.13M
|
|
|
May 13, 2022
Q1 2022
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
- |
1.41K+ 2.55% |
$203K - $269K
|
56.8K
$19.1M
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.37KNew |
$197K - $262K
|
1.37K
$461K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.36K+ 107.28% |
$195K - $259K
|
2.62K
$880K
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.35K+ 12.69% |
$194K - $257K
|
12K
$4.02M
|
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.32KNew |
$190K - $252K
|
1.32K
$444K
|
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.3K+ 14.88% |
$186K - $247K
|
10K
$3.36M
|
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.28KNew |
$184K - $244K
|
1.28K
$429K
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.28KNew |
$183K - $244K
|
1.28K
$429K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.25K+ 29.21% |
$179K - $238K
|
5.52K
$1.85M
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
1.24KNew |
$178K - $236K
|
1.24K
$415K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.23KNew |
$177K - $235K
|
1.23K
$414K
|
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.22KNew |
$176K - $233K
|
1.22K
$410K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.22KNew |
$175K - $232K
|
1.22K
$408K
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
1.22KNew |
$175K - $232K
|
1.22K
$408K
|