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 13, 2022
Q1 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-146- 5.52% |
$21K - $27.9K
|
2.5K
$836K
|
|
|
Apr 12, 2022
Q1 2022
|
Wedge Capital Management L L P
|
SELL
|
- |
-159- 9.2% |
$22.8K - $30.3K
|
1.57K
$526K
|
|
|
May 16, 2022
Q1 2022
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-161Closed |
$23.1K - $30.7K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-164- 6.66% |
$23.6K - $31.3K
|
2.3K
$770K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-171- 12.91% |
$24.6K - $32.6K
|
1.15K
$387K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
SELL
|
- |
-175- 2.18% |
$25.1K - $33.4K
|
7.84K
$2.62M
|
|
|
May 13, 2022
Q1 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-200- 1.39% |
$28.7K - $38.2K
|
14.2K
$4.76M
|
|
|
Apr 27, 2022
Q1 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-205- 2.55% |
$29.5K - $39.1K
|
7.84K
$2.62M
|
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-206- 2.29% |
$29.6K - $39.3K
|
8.79K
$2.94M
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-218- 12.34% |
$31.3K - $41.6K
|
1.55K
$518K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-223- 22.64% |
$32K - $42.5K
|
762
$255K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-224- 4.06% |
$32.2K - $42.7K
|
5.29K
$1.77M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-252- 66.49% |
$36.2K - $48.1K
|
127
$42.5K
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-255- 10.47% |
$36.6K - $48.6K
|
2.18K
$730K
|
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-281Closed |
$40.4K - $53.6K
|
0
$0
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-321- 16.98% |
$46.1K - $61.2K
|
1.57K
$526K
|
|
|
May 16, 2022
Q1 2022
|
Ethic Inc.
New York, NY |
SELL
|
- |
-368- 16.15% |
$52.9K - $70.2K
|
1.91K
$640K
|
|
|
May 09, 2022
Q1 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-375- 10.76% |
$53.9K - $71.5K
|
3.11K
$1.04M
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-437- 18.22% |
$62.8K - $83.4K
|
1.96K
$657K
|
|
|
May 02, 2022
Q1 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-510- 9.18% |
$73.3K - $97.3K
|
5.05K
$1.69M
|
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-600- 25.21% |
$86.2K - $114K
|
1.78K
$596K
|
|
|
Apr 21, 2022
Q1 2022
|
Strs Ohio
|
SELL
|
- |
-603- 7.48% |
$86.6K - $115K
|
7.46K
$2.5M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-608- 1.21% |
$87.4K - $116K
|
49.5K
$16.6M
|
|
|
May 12, 2022
Q1 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-628- 0.03% |
$90.2K - $120K
|
1.99M
$665M
|
|
|
May 10, 2022
Q1 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-670- 9.96% |
$96.3K - $128K
|
6.06K
$2.03M
|
|
|
May 12, 2022
Q1 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-701- 9.57% |
$101K - $134K
|
6.62K
$2.22M
|
|
|
May 06, 2022
Q1 2022
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-710- 0.72% |
$102K - $135K
|
98.4K
$33M
|
|
|
Apr 29, 2022
Q1 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-721- 15.03% |
$104K - $138K
|
4.08K
$1.36M
|
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-757- 4.9% |
$109K - $144K
|
14.7K
$4.92M
|
|
|
May 17, 2022
Q1 2022
|
Future Fund LLC
Chicago, IL |
SELL
|
- |
-758- 32.81% |
$109K - $145K
|
1.55K
$520K
|
|
|
May 12, 2022
Q1 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-786- 14.59% |
$113K - $150K
|
4.6K
$1.54M
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-855- 2.3% |
$123K - $163K
|
36.4K
$12.2M
|
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-976Closed |
$140K - $186K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.08K- 4.03% |
$155K - $206K
|
25.7K
$8.59M
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.13K- 19.72% |
$162K - $215K
|
4.6K
$1.54M
|
|
|
May 04, 2022
Q1 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.27K- 12.94% |
$183K - $242K
|
8.55K
$2.86M
|
|
|
Apr 21, 2022
Q1 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-1.3K- 17.57% |
$187K - $248K
|
6.1K
$2.04M
|
|
|
May 16, 2022
Q1 2022
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-1.46KClosed |
$210K - $279K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-1.53K- 53.5% |
$220K - $292K
|
1.33K
$445K
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.6KClosed |
$230K - $305K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.67KClosed |
$240K - $318K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.67K- 98.12% |
$240K - $319K
|
32
$10.7K
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.68K- 12.19% |
$241K - $320K
|
12.1K
$4.05M
|
|
|
May 16, 2022
Q1 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-1.69KClosed |
$243K - $323K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.7KClosed |
$244K - $324K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-1.73KClosed |
$249K - $330K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-1.78K- 14.14% |
$256K - $340K
|
10.8K
$3.62M
|
|
|
Apr 29, 2022
Q1 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.8K- 10.38% |
$259K - $344K
|
15.5K
$5.21M
|
|
|
May 13, 2022
Q1 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-1.85K- 12.07% |
$265K - $352K
|
13.4K
$4.5M
|
|
|
May 10, 2022
Q1 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.85K- 6.86% |
$266K - $353K
|
25.1K
$8.41M
|