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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.28KNew |
$231K - $278K
|
1.28K
$427K
|
|
|
Aug 14, 2023
Q2 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.2KNew |
$217K - $261K
|
1.2K
$402K
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.18KNew |
$214K - $258K
|
1.18K
$396K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.18KNew |
$214K - $258K
|
1.18K
$396K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.17KNew |
$212K - $255K
|
1.17K
$392K
|
|
|
Aug 01, 2023
Q2 2023
|
Reinhart Partners, Inc.
|
BUY
|
- |
1.09K+ 1.69% |
$198K - $238K
|
65.6K
$22M
|
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.09K+ 74.35% |
$198K - $238K
|
2.56K
$858K
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.08K+ 3.48% |
$195K - $234K
|
32K
$10.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.06K+ 2.67% |
$191K - $230K
|
40.7K
$13.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
1.05KNew |
$189K - $228K
|
1.05K
$351K
|
|
|
Aug 15, 2023
Q2 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
1.04K+ 39.32% |
$188K - $227K
|
3.69K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
1.03K+ 2.4% |
$186K - $224K
|
44K
$14.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.01KNew |
$183K - $220K
|
1.01K
$339K
|
|
|
Jul 11, 2023
Q2 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
1K+ 100.0% |
$181K - $218K
|
2K
$670K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
998New |
$181K - $217K
|
998
$334K
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
BUY
|
- |
998New |
$181K - $217K
|
998
$334K
|
|
|
Aug 11, 2023
Q2 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
982New |
$178K - $214K
|
982
$329K
|
|
|
Oct 18, 2024
Q2 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
926+ 4.26% |
$168K - $202K
|
22.7K
$7.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
926+ 4.26% |
$168K - $202K
|
22.7K
$7.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
924New |
$167K - $201K
|
924
$309K
|
|
|
Aug 11, 2023
Q2 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
923New |
$167K - $201K
|
923
$309K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
904+ 12.8% |
$164K - $197K
|
7.97K
$2.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
784+ 4.18% |
$142K - $171K
|
19.5K
$6.55M
|
|
|
Aug 29, 2023
Q2 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
682+ 5.54% |
$123K - $149K
|
13K
$4.35M
|
|
|
Jul 28, 2023
Q2 2023
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
605+ 2.67% |
$109K - $132K
|
23.3K
$7.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
600New |
$109K - $131K
|
600
$201K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
593+ 43.48% |
$107K - $129K
|
1.96K
$655K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
580+ 10.09% |
$105K - $126K
|
6.33K
$2.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
543+ 3.63% |
$98.3K - $118K
|
15.5K
$5.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
533+ 19.97% |
$96.4K - $116K
|
3.2K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
518+ 23.34% |
$93.7K - $113K
|
2.74K
$917K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
497+ 7.55% |
$89.9K - $108K
|
7.08K
$2.37M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
482+ 3.17% |
$87.2K - $105K
|
15.7K
$5.25M
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
475New |
$86K - $104K
|
475
$159K
|
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
473+ 12.08% |
$85.6K - $103K
|
4.39K
$1.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
458+ 27.69% |
$82.9K - $99.8K
|
2.11K
$707K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
449+ 19.35% |
$81.2K - $97.8K
|
2.77K
$927K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
423+ 4.61% |
$76.5K - $92.2K
|
9.59K
$3.21M
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
383+ 15.95% |
$69.3K - $83.5K
|
2.78K
$932K
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
348+ 9.47% |
$63K - $75.8K
|
4.02K
$1.35M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
344+ 13.92% |
$62.2K - $75K
|
2.82K
$943K
|
|
|
Aug 14, 2023
Q2 2023
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
295+ 22.45% |
$53.4K - $64.3K
|
1.61K
$539K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
292+ 6.48% |
$52.8K - $63.6K
|
4.8K
$1.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
292New |
$52.8K - $63.6K
|
292
$97.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
275+ 3.94% |
$49.8K - $59.9K
|
7.25K
$2.43M
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
266+ 22.47% |
$48.1K - $58K
|
1.45K
$486K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
244+ 171.83% |
$44.2K - $53.2K
|
386
$129K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
237+ 8.69% |
$42.9K - $51.6K
|
2.97K
$993K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
231+ 74.52% |
$41.8K - $50.3K
|
541
$181K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
226New |
$40.9K - $49.2K
|
226
$75.7K
|