Purchases and Sales Made in Q2 2022 in Lpl Financial Holdings Inc. (LPLA)

LPLA Quotes by TradingView

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
Aug 15, 2022 Q2 2022
Wealth Alliance

Mellville, NY
BUY
 -
538
+ 29.14%
$90.1K - $118K
2.38K $798K
Aug 02, 2022 Q2 2022
Advisor Os, LLC

BUY
 -
536
+ 11.03%
$89.8K - $117K
5.39K $1.81M
Jul 19, 2022 Q2 2022
Sawtooth Solutions, LLC

BUY
 -
531
+ 20.77%
$88.9K - $116K
3.09K $1.03M
Aug 15, 2022 Q2 2022
High Point Advisor Group LLC

Downers Grove, IL
BUY
 -
530
+ 23.3%
$88.8K - $116K
2.81K $939K
Aug 11, 2022 Q2 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
529
+ 4.42%
$88.6K - $116K
12.5K $4.19M
Aug 02, 2022 Q2 2022
Congress Asset Management CO

BUY
 -
515
+ 3.8%
$86.3K - $113K
14.1K $4.72M
Aug 08, 2022 Q2 2022
Townsquare Capital LLC

BUY
 -
510
+ 11.77%
$85.4K - $111K
4.84K $1.62M
Aug 10, 2022 Q2 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
481
+ 18.14%
$80.6K - $105K
3.13K $1.05M
Oct 03, 2022 Q2 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
477
+ 36.08%
$79.9K - $104K
1.8K $603K
Jul 27, 2022 Q2 2022
Ieq Capital, LLC

BUY
 -
464
+ 37.54%
$77.7K - $101K
1.7K $569K
Aug 11, 2022 Q2 2022
Franklin Resources Inc

San Mateo, CA
BUY
 -
450
+ 29.07%
$75.4K - $98.3K
2K $669K
Aug 12, 2022 Q2 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
441
+ 35.77%
$73.9K - $96.4K
1.67K $561K
Jul 19, 2022 Q2 2022
Harvest Investment Services, LLC

BUY
 -
427
+ 19.14%
$71.5K - $93.3K
2.66K $890K
Aug 02, 2022 Q2 2022
First Horizon Advisors, Inc.

BUY
 -
414
+ 233.9%
$69.3K - $90.5K
591 $198K
Jul 18, 2022 Q2 2022
Ellevest, Inc.

BUY
 -
412
+ 2942.86%
$69K - $90K
426 $143K
Aug 11, 2022 Q2 2022
Congress Wealth Management LLC

Boston, MA
BUY
 -
395
+ 5.28%
$66.2K - $86.3K
7.88K $2.64M
Aug 02, 2022 Q2 2022
Xponance, Inc.

BUY
 -
390
+ 4.32%
$65.3K - $85.2K
9.42K $3.15M
Aug 15, 2022 Q2 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
379
+ 14.47%
$63.5K - $82.8K
3K $1M
Aug 15, 2022 Q2 2022
Penserra Capital Management LLC

Orinda, CA
BUY
 -
373
New
$62.5K - $81.5K
373 $125K
Aug 22, 2022 Q2 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
357
+ 53.44%
$59.8K - $78K
1.03K $343K
Aug 11, 2022 Q2 2022
Brown Brothers Harriman & CO

New York, NY
BUY
 -
357
+ 5.15%
$59.8K - $78K
7.29K $2.44M
Aug 01, 2022 Q2 2022
Lindbrook Capital, LLC

BUY
 -
348
+ 45.67%
$58.3K - $76K
1.11K $372K
Aug 08, 2022 Q2 2022
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
347
+ 5.24%
$58.1K - $75.8K
6.97K $2.33M
Jul 28, 2022 Q2 2022
Cwm, LLC

BUY
 -
336
+ 55.81%
$56.3K - $73.4K
938 $314K
Jul 12, 2022 Q2 2022
Community Trust & Investment CO

BUY
 -
326
+ 0.79%
$54.6K - $71.2K
41.8K $14M
Aug 15, 2022 Q2 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
323
+ 25.29%
$54.1K - $70.6K
1.6K $536K
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
307
+ 62.65%
$51.4K - $67.1K
797 $267K
Aug 12, 2022 Q2 2022
Corient Capital Partners, LLC

Newport Beach, CA
BUY
 -
302
+ 17.71%
$50.6K - $66K
2.01K $672K
Aug 11, 2022 Q2 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
295
New
$49.4K - $64.5K
295 $98.8K
Aug 03, 2022 Q2 2022
F Dx Advisors, Inc.

BUY
 -
294
+ 2.39%
$49.2K - $64.2K
12.6K $4.21M
Aug 08, 2022 Q2 2022
Rock Creek Group, LP

BUY
 -
286
New
$47.9K - $62.5K
286 $95.8K
Aug 11, 2022 Q2 2022
Van Leeuwen & Company, LLC

Princeton, NJ
BUY
 -
275
+ 4.15%
$46.1K - $60.1K
6.9K $2.31M
Aug 10, 2022 Q2 2022
Cerity Partners LLC

New York, NY
BUY
 -
266
+ 5.09%
$44.5K - $58.1K
5.49K $1.84M
Aug 14, 2024 Q2 2022
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
258
+ 82.17%
$43.2K - $56.4K
572 $192K
Jul 22, 2022 Q2 2022
Lvw Advisors, LLC

BUY
 -
243
+ 4.81%
$40.7K - $53.1K
5.29K $1.77M
Aug 10, 2022 Q2 2022
Glenview Trust CO

Louisville, KY
BUY
 -
232
+ 6.91%
$38.9K - $50.7K
3.59K $1.2M
Aug 15, 2022 Q2 2022
Maven Securities LTD

St Helier, Y9
BUY
 -
195
+ 3.75%
$32.7K - $42.6K
5.4K $1.81M
Aug 16, 2022 Q2 2022
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
186
New
$31.2K - $40.6K
186 $62.3K
Aug 05, 2022 Q2 2022
Better Money Decisions, LLC

BUY
 -
179
New
$30K - $39.1K
179 $60K
Aug 12, 2022 Q2 2022
Greenleaf Trust

Kalamazoo, MI
BUY
 -
175
+ 9.01%
$29.3K - $38.2K
2.12K $709K
Aug 15, 2022 Q2 2022
Manufacturers Life Insurance Company, The

Toronto, A6
BUY
 -
147
+ 4.34%
$24.6K - $32.1K
3.54K $1.18M
Aug 11, 2023 Q2 2022
Manufacturers Life Insurance Company, The

Toronto, A6
BUY
 -
147
+ 4.34%
$24.6K - $32.1K
3.54K $1.18M
Aug 10, 2022 Q2 2022
Achmea Investment Management B.V.

BUY
 -
146
New
$24.5K - $31.9K
146 $48.9K
Jul 22, 2022 Q2 2022
Stratos Wealth Partners, Ltd.

BUY
 -
138
+ 5.3%
$23.1K - $30.2K
2.74K $919K
Aug 09, 2022 Q2 2022
Daiwa Securities Group Inc.

Tokyo, M0
BUY
 -
133
+ 0.86%
$22.3K - $29.1K
15.7K $5.25M
Aug 11, 2022 Q2 2022
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
132
+ 2.23%
$22.1K - $28.8K
6.05K $2.02M
Jul 18, 2022 Q2 2022
Money Concepts Capital Corp

BUY
 -
130
+ 250.0%
$21.8K - $28.4K
182 $61K
Jul 28, 2022 Q2 2022
Whittier Trust CO Of Nevada Inc

BUY
 -
124
+ 187.88%
$20.8K - $27.1K
190 $63.6K
Jul 13, 2022 Q2 2022
Allworth Financial LP

BUY
 -
123
+ 80.39%
$20.6K - $26.9K
276 $92.4K

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