Purchases and Sales Made in Q1 2024 in Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA) during Q1 2024. 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 15, 2024
Q1 2024
|
Stephen Mandel
Lone Pine Capital LLC | Greenwich, Ct
|
SELL
|
- |
-155K- 8.43% |
$35.8M - $42.4M
|
1.69M
$624M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-191K- 13.03% |
$44.1M - $52.3M
|
1.28M
$473M
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-268K- 9.42% |
$61.8M - $73.3M
|
2.58M
$954M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-309K- 24.2% |
$71.2M - $84.5M
|
966K
$358M
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-416K- 59.43% |
$95.9M - $114M
|
284K
$105M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-562K- 46.83% |
$130M - $154M
|
638K
$236M
|
|
|
May 14, 2024
Q1 2024
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-611K- 27.67% |
$141M - $167M
|
1.6M
$592M
|