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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-1- 3.23% |
$167 - $219
|
30
$10K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2Closed |
$335 - $437
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-3- 1.91% |
$502 - $656
|
154
$51.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-3- 33.33% |
$502 - $656
|
6
$2.01K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6- 35.29% |
$1K - $1.31K
|
11
$3.68K
|
|
|
Jul 27, 2022
Q2 2022
|
Presidio Capital Management, LLC
|
SELL
|
- |
-6- 0.54% |
$1K - $1.31K
|
1.1K
$369K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-9- 23.68% |
$1.51K - $1.97K
|
29
$9.71K
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-12- 19.67% |
$2.01K - $2.62K
|
49
$16.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-13Closed |
$2.18K - $2.84K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-24- 75.0% |
$4.02K - $5.24K
|
8
$2.68K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-29Closed |
$4.86K - $6.34K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-31Closed |
$5.19K - $6.77K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-31- 22.3% |
$5.19K - $6.77K
|
108
$36.2K
|
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-43- 1.2% |
$7.2K - $9.4K
|
3.55K
$1.19M
|
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-52- 1.51% |
$8.71K - $11.4K
|
3.4K
$1.14M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-61- 1.31% |
$10.2K - $13.3K
|
4.58K
$1.53M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-63Closed |
$10.6K - $13.8K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-63Closed |
$10.6K - $13.8K
|
0
$0
|
|
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-64- 1.76% |
$10.7K - $14K
|
3.58K
$1.2M
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-71- 0.63% |
$11.9K - $15.5K
|
11.2K
$3.75M
|
|
|
Aug 15, 2022
Q2 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-73- 4.18% |
$12.2K - $16K
|
1.67K
$561K
|
|
|
Aug 11, 2022
Q2 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-79- 2.32% |
$13.2K - $17.3K
|
3.33K
$1.11M
|
|
|
Aug 12, 2022
Q2 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-84- 0.76% |
$14.1K - $18.4K
|
11K
$3.68M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-86- 6.15% |
$14.4K - $18.8K
|
1.31K
$440K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-89- 2.14% |
$14.9K - $19.4K
|
4.08K
$1.36M
|
|
|
Jul 21, 2022
Q2 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-89- 0.43% |
$14.9K - $19.4K
|
20.6K
$6.91M
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-95- 0.55% |
$15.9K - $20.8K
|
17.3K
$5.78M
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-98- 2.23% |
$16.4K - $21.4K
|
4.29K
$1.44M
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-100- 25.0% |
$16.7K - $21.9K
|
300
$100K
|
|
|
Aug 15, 2022
Q2 2022
|
Future Fund LLC
Chicago, IL |
SELL
|
- |
-102- 6.57% |
$17.1K - $22.3K
|
1.45K
$486K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-105- 5.53% |
$17.6K - $22.9K
|
1.79K
$601K
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-113- 1.03% |
$18.9K - $24.7K
|
10.9K
$3.64M
|
|
|
Aug 12, 2022
Q2 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-113- 3.34% |
$18.9K - $24.7K
|
3.27K
$1.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-130- 25.9% |
$21.8K - $28.4K
|
372
$125K
|
|
|
Aug 03, 2022
Q2 2022
|
Distillate Capital Partners LLC
|
SELL
|
- |
-130- 0.38% |
$21.8K - $28.4K
|
33.8K
$11.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-141- 5.65% |
$23.6K - $30.8K
|
2.36K
$789K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-168- 20.34% |
$28.1K - $36.7K
|
658
$220K
|
|
|
Aug 15, 2022
Q2 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-174- 5.03% |
$29.1K - $38K
|
3.28K
$1.1M
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-183Closed |
$30.6K - $40K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-194- 3.69% |
$32.5K - $42.4K
|
5.07K
$1.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-196- 3.71% |
$32.8K - $42.8K
|
5.09K
$1.71M
|
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-199- 5.6% |
$33.3K - $43.5K
|
3.36K
$1.12M
|
|
|
Jul 29, 2022
Q2 2022
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-200- 1.64% |
$33.5K - $43.7K
|
12K
$4.02M
|
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-200- 0.93% |
$33.5K - $43.7K
|
21.3K
$7.14M
|
|
|
Aug 11, 2022
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-215- 4.17% |
$36K - $47K
|
4.94K
$1.65M
|
|
|
Mar 22, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-215- 4.17% |
$36K - $47K
|
4.94K
$1.65M
|
|
|
May 10, 2024
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-215- 4.17% |
$36K - $47K
|
4.94K
$1.65M
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-219- 1.06% |
$36.7K - $47.9K
|
20.5K
$6.88M
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
SELL
|
- |
-237- 6.95% |
$39.7K - $51.8K
|
3.17K
$1.06M
|
|
|
Jul 25, 2022
Q2 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-259- 11.27% |
$43.4K - $56.6K
|
2.04K
$683K
|