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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
225+ 59.68% |
$32.3K - $42.9K
|
602
$202K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
222+ 5.63% |
$31.9K - $42.4K
|
4.16K
$1.4M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
218+ 1.03% |
$31.3K - $41.6K
|
21.3K
$7.17M
|
|
|
Apr 28, 2022
Q1 2022
|
Fcf Advisors LLC
|
BUY
|
- |
208+ 2.62% |
$29.9K - $39.7K
|
8.14K
$2.73M
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
206+ 69.59% |
$29.6K - $39.3K
|
502
$169K
|
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
200+ 2.37% |
$28.7K - $38.2K
|
8.63K
$2.9M
|
|
|
Aug 11, 2023
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
195+ 6.11% |
$28K - $37.2K
|
3.39K
$1.14M
|
|
|
May 16, 2022
Q1 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
190+ 6.93% |
$27.3K - $36.2K
|
2.93K
$984K
|
|
|
May 13, 2022
Q1 2022
|
O'Shares Investment Advisers, LLC
|
BUY
|
- |
190+ 5.64% |
$27.3K - $36.2K
|
3.56K
$1.2M
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
185+ 1.12% |
$26.6K - $35.3K
|
16.7K
$5.61M
|
|
|
May 03, 2022
Q1 2022
|
Steward Financial Group LLC
|
BUY
|
- |
175New |
$25.1K - $33.4K
|
175
$58.8K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
169+ 52.65% |
$24.3K - $32.2K
|
490
$165K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
153New |
$22K - $29.2K
|
153
$51.4K
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
126+ 1.95% |
$18.1K - $24K
|
6.58K
$2.21M
|
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
116+ 3.58% |
$16.7K - $22.1K
|
3.36K
$1.13M
|
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
113New |
$16.2K - $21.6K
|
113
$38K
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
103New |
$14.8K - $19.6K
|
103
$34.6K
|
|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
BUY
|
- |
102+ 1.14% |
$14.7K - $19.5K
|
9.03K
$3.03M
|
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
94+ 2.47% |
$13.5K - $17.9K
|
3.9K
$1.31M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
90+ 11.75% |
$12.9K - $17.2K
|
856
$288K
|
|
|
May 12, 2022
Q1 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
85+ 3.63% |
$12.2K - $16.2K
|
2.42K
$814K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
83New |
$11.9K - $15.8K
|
83
$27.9K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
82+ 19.07% |
$11.8K - $15.6K
|
512
$172K
|
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
75+ 0.94% |
$10.8K - $14.3K
|
8.07K
$2.71M
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
71New |
$10.2K - $13.5K
|
71
$23.8K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
68+ 14.5% |
$9.77K - $13K
|
537
$180K
|
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
BUY
|
- |
67+ 0.31% |
$9.63K - $12.8K
|
21.7K
$7.28M
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
66New |
$9.48K - $12.6K
|
66
$22.2K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
63New |
$9.05K - $12K
|
63
$21.2K
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
BUY
|
- |
63New |
$9.05K - $12K
|
63
$21.2K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
52New |
$7.47K - $9.92K
|
52
$17.5K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
51+ 3.29% |
$7.33K - $9.73K
|
1.6K
$538K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
44+ 0.93% |
$6.32K - $8.39K
|
4.8K
$1.61M
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
38New |
$5.46K - $7.25K
|
38
$12.8K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
34+ 161.9% |
$4.88K - $6.49K
|
55
$18.5K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
34+ 7.42% |
$4.88K - $6.49K
|
492
$165K
|
|
|
May 13, 2022
Q1 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
32+ 0.63% |
$4.6K - $6.1K
|
5.14K
$1.73M
|
|
|
May 13, 2022
Q1 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
31New |
$4.45K - $5.91K
|
31
$10.4K
|
|
|
May 09, 2022
Q1 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.88% |
$4.31K - $5.72K
|
3.45K
$1.16M
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
29New |
$4.17K - $5.53K
|
29
$9.74K
|
|
|
May 05, 2022
Q1 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
29+ 1.97% |
$4.17K - $5.53K
|
1.5K
$505K
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
23+ 14.37% |
$3.3K - $4.39K
|
183
$61.5K
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
23+ 0.18% |
$3.3K - $4.39K
|
12.7K
$4.28M
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
21New |
$3.02K - $4.01K
|
21
$7.05K
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
20+ 0.43% |
$2.87K - $3.82K
|
4.64K
$1.56M
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
16New |
$2.3K - $3.05K
|
16
$5.37K
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
14+ 3.58% |
$2.01K - $2.67K
|
405
$136K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
14+ 8.24% |
$2.01K - $2.67K
|
184
$61.8K
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
13New |
$1.87K - $2.48K
|
13
$4.37K
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
11+ 1.68% |
$1.58K - $2.1K
|
664
$223K
|