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 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.87K- 98.26% |
$268K - $356K
|
33
$11.1K
|
|
|
May 16, 2022
Q1 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.88K- 16.08% |
$270K - $358K
|
9.8K
$3.29M
|
|
|
May 12, 2022
Q1 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.9K- 29.37% |
$273K - $362K
|
4.56K
$1.53M
|
|
|
May 16, 2022
Q1 2022
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-1.9K- 26.74% |
$273K - $362K
|
5.21K
$1.75M
|
|
|
May 13, 2022
Q1 2022
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-1.94K- 4.62% |
$279K - $370K
|
40.1K
$13.5M
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.94KClosed |
$279K - $371K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Act Advisors, Llc.
|
SELL
|
- |
-2KClosed |
$287K - $382K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-2.1KClosed |
$301K - $400K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.2K- 37.8% |
$316K - $420K
|
3.62K
$1.22M
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.31K- 88.04% |
$332K - $441K
|
314
$105K
|
|
|
May 16, 2022
Q1 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.34KClosed |
$337K - $447K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-2.4K- 17.04% |
$345K - $458K
|
11.7K
$3.92M
|
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-2.48K- 12.87% |
$357K - $473K
|
16.8K
$5.64M
|
|
|
May 13, 2022
Q1 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-2.5K- 15.88% |
$360K - $477K
|
13.3K
$4.45M
|
|
|
May 17, 2022
Q1 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-2.7KClosed |
$387K - $514K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-2.9K- 6.43% |
$416K - $553K
|
42.2K
$14.2M
|
|
|
May 16, 2022
Q1 2022
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-3KClosed |
$431K - $572K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3.44K- 4.55% |
$494K - $655K
|
72.1K
$24.2M
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-3.44K- 7.23% |
$494K - $656K
|
44.2K
$14.8M
|
|
|
May 13, 2022
Q1 2022
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-3.56KClosed |
$511K - $679K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Thornburg Investment Management Inc
|
SELL
|
- |
-3.75K- 2.8% |
$539K - $715K
|
130K
$43.7M
|
|
|
May 05, 2022
Q1 2022
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-3.85K- 6.86% |
$554K - $735K
|
52.4K
$17.6M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-3.96KClosed |
$569K - $755K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Oak Thistle LLC
|
SELL
|
- |
-3.98KClosed |
$572K - $759K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-4K- 57.14% |
$575K - $763K
|
3K
$1.01M
|
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4.02K- 26.15% |
$578K - $767K
|
11.4K
$3.82M
|
|
|
May 16, 2022
Q1 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.16K- 0.36% |
$597K - $793K
|
1.14M
$383M
|
|
|
May 16, 2022
Q1 2022
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-4.17KClosed |
$598K - $795K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-4.7K- 25.88% |
$675K - $896K
|
13.5K
$4.52M
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-4.73K- 87.74% |
$679K - $901K
|
660
$222K
|
|
|
May 13, 2022
Q1 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-4.73K- 0.48% |
$680K - $903K
|
975K
$328M
|
|
|
May 13, 2022
Q1 2022
|
Bullseye Asset Management LLC
Denver, CO |
SELL
|
- |
-5K- 18.04% |
$718K - $954K
|
22.7K
$7.63M
|
|
|
May 16, 2022
Q1 2022
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-5.16KClosed |
$741K - $984K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-5.3KClosed |
$761K - $1.01M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-5.5K- 31.07% |
$790K - $1.05M
|
12.2K
$4.1M
|
|
|
May 16, 2022
Q1 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-5.77KClosed |
$829K - $1.1M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-6.03KClosed |
$867K - $1.15M
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-6.09K- 53.64% |
$875K - $1.16M
|
5.26K
$1.77M
|
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.48K- 9.56% |
$931K - $1.24M
|
61.3K
$20.6M
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-6.62K- 78.94% |
$951K - $1.26M
|
1.77K
$593K
|
|
|
Apr 22, 2022
Q1 2022
|
Tributary Capital Management, LLC
|
SELL
|
- |
-6.9K- 54.76% |
$991K - $1.32M
|
5.7K
$1.91M
|
|
|
May 11, 2022
Q1 2022
|
Argent Capital Management LLC
|
SELL
|
- |
-6.96K- 1.14% |
$1M - $1.33M
|
602K
$202M
|
|
|
May 16, 2022
Q1 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-7.12K- 62.76% |
$1.02M - $1.36M
|
4.23K
$1.42M
|
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
SELL
|
- |
-7.86K- 18.92% |
$1.13M - $1.5M
|
33.7K
$11.3M
|
|
|
Apr 20, 2022
Q1 2022
|
Reinhart Partners, Inc.
|
SELL
|
- |
-7.87K- 5.69% |
$1.13M - $1.5M
|
130K
$43.8M
|
|
|
May 04, 2022
Q1 2022
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-7.91K- 4.51% |
$1.14M - $1.51M
|
168K
$56.3M
|
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-8.05K- 68.84% |
$1.16M - $1.53M
|
3.64K
$1.22M
|
|
|
May 16, 2022
Q1 2022
|
Samlyn Capital, LLC
New York, NY |
SELL
|
- |
-8.76K- 0.39% |
$1.26M - $1.67M
|
2.22M
$745M
|
|
|
May 16, 2022
Q1 2022
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-9.02K- 8.06% |
$1.3M - $1.72M
|
103K
$34.6M
|
|
|
May 16, 2022
Q1 2022
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-9.52K- 4.22% |
$1.37M - $1.82M
|
216K
$72.6M
|