Purchases and Sales Made in Q2 2023 in Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA) during Q2 2023. 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 24, 2023
Q2 2023
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-55.6K- 82.72% |
$10.1M - $12.1M
|
11.6K
$3.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-60.8K- 82.24% |
$11M - $13.3M
|
13.1K
$4.41M
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-66.1K- 60.73% |
$12M - $14.4M
|
42.7K
$14.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-74.7K- 41.62% |
$13.5M - $16.3M
|
105K
$35.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-80.2K- 11.48% |
$14.5M - $17.5M
|
618K
$208M
|
|
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-81.7K- 7.95% |
$14.8M - $17.8M
|
947K
$318M
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-84.5K- 27.32% |
$15.3M - $18.4M
|
225K
$75.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-95.9K- 18.37% |
$17.3M - $20.9M
|
426K
$143M
|
|
|
Jul 25, 2023
Q2 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-100K- 94.33% |
$18.1M - $21.8M
|
6.02K
$2.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-122K- 47.38% |
$22M - $26.5M
|
135K
$45.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-127K- 68.69% |
$23M - $27.7M
|
57.9K
$19.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-138K- 9.47% |
$25M - $30.1M
|
1.32M
$443M
|
|
|
Aug 14, 2023
Q2 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-141K- 88.1% |
$25.5M - $30.7M
|
19.1K
$6.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-142K- 63.09% |
$25.7M - $31M
|
83.2K
$28M
|
|
|
Aug 14, 2023
Q2 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-166K- 33.74% |
$30M - $36.1M
|
326K
$109M
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-181K- 92.97% |
$32.8M - $39.5M
|
13.7K
$4.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-230K- 45.55% |
$41.7M - $50.2M
|
275K
$92.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-265K- 4.05% |
$47.9M - $57.7M
|
6.28M
$2.11B
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-518K- 6.52% |
$93.7M - $113M
|
7.42M
$2.49B
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-554K- 54.34% |
$100M - $121M
|
466K
$156M
|
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-710K- 52.67% |
$129M - $155M
|
638K
$214M
|
|
|
Aug 14, 2023
Q2 2023
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-722KClosed |
$131M - $157M
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-930K- 62.53% |
$168M - $203M
|
557K
$187M
|