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 12, 2022
Q2 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-269- 17.79% |
$45.1K - $58.8K
|
1.24K
$416K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-280- 5.38% |
$46.9K - $61.2K
|
4.92K
$1.65M
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-298- 2.46% |
$49.9K - $65.1K
|
11.8K
$3.95M
|
|
|
Jul 26, 2022
Q2 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-311- 20.68% |
$52.1K - $68K
|
1.19K
$400K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-314- 8.67% |
$52.6K - $68.6K
|
3.31K
$1.11M
|
|
|
Jul 20, 2022
Q2 2022
|
Fcf Advisors LLC
|
SELL
|
- |
-318- 3.91% |
$53.3K - $69.5K
|
7.82K
$2.62M
|
|
|
Aug 09, 2022
Q2 2022
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-327Closed |
$54.8K - $71.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-330- 0.97% |
$55.3K - $72.1K
|
33.8K
$11.3M
|
|
|
Aug 01, 2022
Q2 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-375- 15.47% |
$62.8K - $81.9K
|
2.05K
$686K
|
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-376- 9.89% |
$63K - $82.2K
|
3.43K
$1.15M
|
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-402- 4.98% |
$67.3K - $87.8K
|
7.66K
$2.57M
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-407- 20.75% |
$68.2K - $88.9K
|
1.55K
$520K
|
|
|
Jul 29, 2022
Q2 2022
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-426- 0.23% |
$71.3K - $93.1K
|
183K
$61.4M
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-473- 26.78% |
$79.2K - $103K
|
1.29K
$433K
|
|
|
Jul 28, 2022
Q2 2022
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-495Closed |
$82.9K - $108K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-512Closed |
$85.7K - $112K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-535- 1.86% |
$89.6K - $117K
|
28.2K
$9.44M
|
|
|
Aug 01, 2022
Q2 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-575- 17.32% |
$96.3K - $126K
|
2.75K
$919K
|
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-610- 13.37% |
$102K - $133K
|
3.95K
$1.32M
|
|
|
Aug 08, 2022
Q2 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-632- 14.96% |
$106K - $138K
|
3.59K
$1.2M
|
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-649- 18.5% |
$109K - $142K
|
2.86K
$958K
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-659- 1.81% |
$110K - $144K
|
35.7K
$12M
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-674- 13.24% |
$113K - $147K
|
4.42K
$1.48M
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-674Closed |
$113K - $147K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-690- 90.08% |
$116K - $151K
|
76
$25.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-703- 8.48% |
$118K - $154K
|
7.59K
$2.54M
|
|
|
Aug 10, 2022
Q2 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-716- 1.63% |
$120K - $156K
|
43.2K
$14.5M
|
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-798- 16.84% |
$134K - $174K
|
3.94K
$1.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-800- 5.45% |
$134K - $175K
|
13.9K
$4.65M
|
|
|
Aug 09, 2022
Q2 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-892- 10.43% |
$149K - $195K
|
7.66K
$2.57M
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-900- 30.72% |
$151K - $197K
|
2.03K
$680K
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-906- 20.62% |
$152K - $198K
|
3.49K
$1.17M
|
|
|
Aug 12, 2022
Q2 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1K- 6.64% |
$168K - $219K
|
14.1K
$4.71M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.04K- 1.56% |
$174K - $227K
|
65.6K
$22M
|
|
|
Aug 12, 2022
Q2 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.05K- 12.29% |
$177K - $230K
|
7.53K
$2.52M
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.06KClosed |
$178K - $232K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.06K- 4.87% |
$178K - $232K
|
20.7K
$6.95M
|
|
|
Aug 01, 2022
Q2 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.16K- 17.04% |
$195K - $254K
|
5.66K
$1.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.17KClosed |
$196K - $256K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.18KClosed |
$197K - $258K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.2K- 81.86% |
$200K - $261K
|
265
$88.8K
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.22KClosed |
$204K - $266K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.23K- 26.68% |
$205K - $268K
|
3.37K
$1.13M
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-1.26KClosed |
$211K - $275K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.28KClosed |
$214K - $279K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.38K- 15.93% |
$230K - $300K
|
7.26K
$2.43M
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.44K- 47.14% |
$241K - $315K
|
1.62K
$541K
|
|
|
Aug 10, 2022
Q2 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-1.49K- 39.49% |
$249K - $325K
|
2.28K
$762K
|
|
|
Aug 09, 2022
Q2 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.55K- 6.18% |
$260K - $339K
|
23.6K
$7.89M
|
|
|
Jul 11, 2022
Q2 2022
|
Wedge Capital Management L L P
|
SELL
|
- |
-1.57KClosed |
$263K - $343K
|
0
$0
|