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 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.18K+ 36.88% |
$170K - $225K
|
4.38K
$1.47M
|
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
1.18KNew |
$169K - $224K
|
1.18K
$394K
|
|
|
May 12, 2022
Q1 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
1.17KNew |
$168K - $222K
|
1.17K
$391K
|
|
|
May 16, 2022
Q1 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.16K+ 16.2% |
$166K - $221K
|
8.29K
$2.78M
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.14KNew |
$164K - $217K
|
1.14K
$382K
|
|
|
Jun 08, 2022
Q1 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.11KNew |
$159K - $211K
|
1.11K
$371K
|
|
|
May 16, 2022
Q1 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
902+ 2.1% |
$130K - $172K
|
43.9K
$14.7M
|
|
|
May 04, 2022
Q1 2022
|
Versor Investments LP
|
BUY
|
- |
886+ 30.29% |
$127K - $169K
|
3.81K
$1.28M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
863+ 32.83% |
$124K - $165K
|
3.49K
$1.17M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
854+ 16.88% |
$123K - $163K
|
5.91K
$1.98M
|
|
|
Apr 11, 2022
Q1 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
818+ 0.93% |
$118K - $156K
|
89.2K
$29.9M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
770+ 21.26% |
$111K - $147K
|
4.39K
$1.47M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
759New |
$109K - $145K
|
759
$254K
|
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
735+ 6.98% |
$106K - $140K
|
11.3K
$3.77M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
726+ 2.55% |
$104K - $138K
|
29.2K
$9.79M
|
|
|
May 12, 2022
Q1 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
704+ 11.81% |
$101K - $134K
|
6.66K
$2.23M
|
|
|
May 09, 2022
Q1 2022
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
693+ 4.45% |
$99.6K - $132K
|
16.3K
$5.45M
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
668New |
$96K - $127K
|
668
$224K
|
|
|
May 16, 2022
Q1 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
666+ 14.9% |
$95.7K - $127K
|
5.14K
$1.72M
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
641+ 6.21% |
$92.1K - $122K
|
11K
$3.67M
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
639+ 17.3% |
$91.8K - $122K
|
4.33K
$1.45M
|
|
|
May 12, 2022
Q1 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
633+ 3723.53% |
$90.9K - $121K
|
650
$218K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
541+ 189.82% |
$77.7K - $103K
|
826
$277K
|
|
|
Apr 20, 2022
Q1 2022
|
Congress Asset Management CO
|
BUY
|
- |
534+ 4.1% |
$76.7K - $102K
|
13.6K
$4.54M
|
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
525+ 7.51% |
$75.4K - $100K
|
7.51K
$2.52M
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
509+ 4.54% |
$73.1K - $97.1K
|
11.7K
$3.93M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
498+ 88.45% |
$71.5K - $95K
|
1.06K
$355K
|
|
|
Apr 27, 2022
Q1 2022
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
495New |
$71.1K - $94.4K
|
495
$166K
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
493+ 7.05% |
$70.8K - $94K
|
7.49K
$2.51M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
489+ 29.06% |
$70.3K - $93.3K
|
2.17K
$727K
|
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
BUY
|
- |
488+ 11.17% |
$70.1K - $93.1K
|
4.86K
$1.63M
|
|
|
May 20, 2022
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
485+ 16.71% |
$69.7K - $92.5K
|
3.39K
$1.13M
|
|
|
May 12, 2022
Q1 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
410+ 5.02% |
$58.9K - $78.2K
|
8.58K
$2.87M
|
|
|
May 11, 2022
Q1 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
409+ 12.21% |
$58.8K - $78K
|
3.76K
$1.26M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
393+ 17.76% |
$56.5K - $75K
|
2.61K
$873K
|
|
|
Apr 25, 2022
Q1 2022
|
Tobam
|
BUY
|
- |
386New |
$55.5K - $73.6K
|
386
$129K
|
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
375+ 28.2% |
$53.9K - $71.5K
|
1.71K
$571K
|
|
|
May 12, 2022
Q1 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
365+ 15.34% |
$52.4K - $69.6K
|
2.75K
$919K
|
|
|
Jun 20, 2023
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
327+ 6.78% |
$47K - $62.4K
|
5.15K
$1.73M
|
|
|
May 12, 2022
Q1 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
327New |
$47K - $62.4K
|
327
$110K
|
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
326+ 21.45% |
$46.8K - $62.2K
|
1.85K
$618K
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
322+ 10.44% |
$46.3K - $61.4K
|
3.41K
$1.14M
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
314+ 7.1% |
$45.1K - $59.9K
|
4.74K
$1.59M
|
|
|
Apr 25, 2022
Q1 2022
|
Community Trust & Investment CO
|
BUY
|
- |
271+ 0.66% |
$38.9K - $51.7K
|
41.5K
$13.9M
|
|
|
May 10, 2022
Q1 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
250+ 15.33% |
$35.9K - $47.7K
|
1.88K
$630K
|
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
248+ 7.61% |
$35.6K - $47.3K
|
3.51K
$1.18M
|
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
238+ 7.1% |
$34.2K - $45.4K
|
3.59K
$1.2M
|
|
|
May 16, 2022
Q1 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
230+ 9.07% |
$33K - $43.9K
|
2.77K
$926K
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
229+ 13.36% |
$32.9K - $43.7K
|
1.94K
$651K
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
226+ 2511.11% |
$32.5K - $43.1K
|
235
$78.7K
|