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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
10+ 1.81% |
$1.44K - $1.91K
|
563
$189K
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
10+ 66.67% |
$1.44K - $1.91K
|
25
$8.4K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
8New |
$1.15K - $1.53K
|
8
$2.69K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
7+ 35.0% |
$1.01K - $1.34K
|
27
$9.07K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
6+ 46.15% |
$862 - $1.14K
|
19
$6.38K
|
|
|
May 05, 2022
Q1 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
6+ 0.01% |
$862 - $1.14K
|
101K
$33.9M
|
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.36% |
$862 - $1.14K
|
1.66K
$558K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5+ 41.67% |
$718 - $954
|
17
$5.71K
|
|
|
May 25, 2022
Q1 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
4+ 0.12% |
$575 - $763
|
3.39K
$1.14M
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
3+ 12.5% |
$431 - $572
|
27
$9.07K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3New |
$431 - $572
|
3
$1.01K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3New |
$431 - $572
|
3
$1.01K
|
|
|
Apr 19, 2022
Q1 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
2+ 0.13% |
$287 - $382
|
1.5K
$504K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2New |
$287 - $382
|
2
$672
|
|
|
May 13, 2022
Q1 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
1+ 0.07% |
$144 - $191
|
1.51K
$508K
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.12% |
$144 - $191
|
856
$288K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1- 0.63% |
$144 - $191
|
157
$52.7K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-1- 3.7% |
$144 - $191
|
26
$8.73K
|
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2- 0.01% |
$287 - $382
|
15.1K
$5.06M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-5- 7.35% |
$718 - $954
|
63
$21.2K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-10- 0.15% |
$1.44K - $1.91K
|
6.62K
$2.22M
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-10- 14.08% |
$1.44K - $1.91K
|
61
$20.5K
|
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-12Closed |
$1.72K - $2.29K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-12Closed |
$1.72K - $2.29K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-17- 10.9% |
$2.44K - $3.24K
|
139
$46.7K
|
|
|
May 10, 2022
Q1 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-20- 1.05% |
$2.87K - $3.82K
|
1.88K
$633K
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-31Closed |
$4.45K - $5.91K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-34- 0.31% |
$4.88K - $6.49K
|
10.8K
$3.63M
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-34- 1.42% |
$4.88K - $6.49K
|
2.37K
$794K
|
|
|
May 16, 2022
Q1 2022
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-37Closed |
$5.32K - $7.06K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-38- 17.67% |
$5.46K - $7.25K
|
177
$59.5K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-45- 41.28% |
$6.47K - $8.58K
|
64
$21.5K
|
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-49- 1.36% |
$7.04K - $9.35K
|
3.55K
$1.19M
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-50Closed |
$7.18K - $9.54K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-56- 12.31% |
$8.05K - $10.7K
|
399
$134K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-67Closed |
$9.63K - $12.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Impax Asset Management Group PLC
|
SELL
|
- |
-68- 0.51% |
$9.77K - $13K
|
13.2K
$4.45M
|
|
|
Apr 14, 2022
Q1 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-71- 5.34% |
$10.2K - $13.5K
|
1.26K
$423K
|
|
|
May 10, 2022
Q1 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-72- 1.04% |
$10.3K - $13.7K
|
6.83K
$2.29M
|
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-72- 5.76% |
$10.3K - $13.7K
|
1.18K
$396K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-75- 4.88% |
$10.8K - $14.3K
|
1.46K
$491K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
-84- 85.71% |
$12.1K - $16K
|
14
$4.7K
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-91- 49.19% |
$13.1K - $17.4K
|
94
$31.6K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-94- 4.37% |
$13.5K - $17.9K
|
2.06K
$691K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-120- 2.45% |
$17.2K - $22.9K
|
4.77K
$1.6M
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-121- 7.96% |
$17.4K - $23.1K
|
1.4K
$470K
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-128- 9.85% |
$18.4K - $24.4K
|
1.17K
$394K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-128- 9.85% |
$18.4K - $24.4K
|
1.17K
$394K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-134- 2.51% |
$19.3K - $25.6K
|
5.2K
$1.75M
|
|
|
Apr 12, 2022
Q1 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-138- 0.66% |
$19.8K - $26.3K
|
20.7K
$6.96M
|