Purchases and Sales Made in Q2 2022 in Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2022
Q2 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
6.3KNew |
$1.06M - $1.38M
|
6.3K
$2.12M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.15K+ 39.73% |
$1.03M - $1.34M
|
21.6K
$7.27M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
6.15K+ 505.59% |
$1.03M - $1.34M
|
7.36K
$2.47M
|
|
|
Aug 24, 2022
Q2 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
6.12KNew |
$1.03M - $1.34M
|
6.12K
$2.06M
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
5.77KNew |
$967K - $1.26M
|
5.77K
$1.94M
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
5.76K+ 14.25% |
$965K - $1.26M
|
46.2K
$15.5M
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
5.67K+ 9.75% |
$949K - $1.24M
|
63.8K
$21.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.55K+ 0.08% |
$930K - $1.21M
|
7.02M
$2.36B
|
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
5.42K+ 47.71% |
$908K - $1.18M
|
16.8K
$5.64M
|
|
|
Jul 13, 2022
Q2 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
5.37K+ 15.01% |
$900K - $1.17M
|
41.2K
$13.8M
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.16K+ 12.77% |
$864K - $1.13M
|
45.5K
$15.3M
|
|
|
Jul 27, 2022
Q2 2022
|
Assenagon Asset Management S.A.
|
BUY
|
- |
4.86K+ 19.99% |
$815K - $1.06M
|
29.2K
$9.81M
|
|
|
Aug 15, 2022
Q2 2022
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
4.82KNew |
$808K - $1.05M
|
4.82K
$1.62M
|
|
|
Aug 15, 2022
Q2 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
4.62K+ 186.92% |
$773K - $1.01M
|
7.09K
$2.38M
|
|
|
Aug 02, 2022
Q2 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
4.41K+ 14.56% |
$739K - $964K
|
34.7K
$11.7M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
4.39K+ 10.59% |
$735K - $960K
|
45.8K
$15.4M
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
4.37K+ 7.53% |
$731K - $954K
|
62.4K
$21M
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
4.35K+ 466.7% |
$728K - $949K
|
5.28K
$1.77M
|
|
|
Aug 03, 2022
Q2 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4.27K+ 189.24% |
$716K - $934K
|
6.53K
$2.19M
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.05K+ 295.19% |
$678K - $885K
|
5.42K
$1.82M
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
3.94KNew |
$659K - $860K
|
3.94K
$1.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.9K+ 75.93% |
$653K - $852K
|
9.03K
$3.03M
|
|
|
Aug 10, 2022
Q2 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
3.75KNew |
$628K - $820K
|
3.75K
$1.26M
|
|
|
Aug 12, 2022
Q2 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.58KNew |
$600K - $782K
|
3.58K
$1.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
3.5KNew |
$586K - $765K
|
3.5K
$1.18M
|
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
3.42KNew |
$573K - $747K
|
3.42K
$1.15M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
3.17K+ 90.78% |
$531K - $693K
|
6.66K
$2.24M
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
3.11KNew |
$521K - $679K
|
3.11K
$1.04M
|
|
|
Aug 12, 2022
Q2 2022
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
3KNew |
$502K - $656K
|
3K
$1.01M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.95K+ 187.9% |
$494K - $645K
|
4.52K
$1.52M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.87K+ 248.79% |
$481K - $627K
|
4.03K
$1.35M
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.84K+ 43.25% |
$476K - $621K
|
9.42K
$3.16M
|
|
|
Aug 10, 2022
Q2 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
2.79K+ 188.46% |
$468K - $610K
|
4.28K
$1.44M
|
|
|
Aug 15, 2022
Q2 2022
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
2.78K+ 0.84% |
$466K - $608K
|
335K
$113M
|
|
|
Aug 08, 2022
Q2 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
2.76KNew |
$462K - $603K
|
2.76K
$927K
|
|
|
Aug 12, 2022
Q2 2022
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
2.7KNew |
$452K - $590K
|
2.7K
$907K
|
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.62KNew |
$439K - $573K
|
2.62K
$881K
|
|
|
Aug 12, 2022
Q2 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
2.54KNew |
$425K - $554K
|
2.54K
$852K
|
|
|
Aug 10, 2022
Q2 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.49KNew |
$416K - $543K
|
2.49K
$835K
|
|
|
Jul 19, 2022
Q2 2022
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
2.45KNew |
$410K - $535K
|
2.45K
$823K
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
2.42KNew |
$406K - $529K
|
2.42K
$814K
|
|
|
Aug 15, 2022
Q2 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2.42K+ 13.1% |
$405K - $528K
|
20.9K
$7.01M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.39K+ 10.08% |
$400K - $522K
|
26.1K
$8.77M
|
|
|
Aug 15, 2022
Q2 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.3KNew |
$385K - $502K
|
2.3K
$772K
|
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.18K+ 29.06% |
$366K - $477K
|
9.7K
$3.26M
|
|
|
Aug 08, 2022
Q2 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
2.12KNew |
$355K - $463K
|
2.12K
$712K
|
|
|
Aug 12, 2022
Q2 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
2.11K+ 12.27% |
$353K - $461K
|
19.3K
$6.48M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.11K+ 102.48% |
$353K - $461K
|
4.17K
$1.4M
|
|
|
Jul 26, 2022
Q2 2022
|
Kbc Group Nv
|
BUY
|
- |
2.07KNew |
$347K - $453K
|
2.07K
$696K
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
2.04K+ 153.01% |
$341K - $445K
|
3.37K
$1.13M
|