Purchases and Sales Made in Q2 2024 in Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA) during Q2 2024. 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 13, 2024
Q2 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
48+ 51.61% |
$12.3K - $13.9K
|
141
$52.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
46+ 33.82% |
$11.8K - $13.3K
|
182
$67.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
43New |
$11K - $12.4K
|
43
$15.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
42+ 1.51% |
$10.8K - $12.1K
|
2.82K
$1.04M
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
38+ 0.81% |
$9.74K - $11K
|
4.7K
$1.74M
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
38New |
$9.74K - $11K
|
38
$14.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
33+ 3.55% |
$8.46K - $9.53K
|
962
$356K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
33+ 0.38% |
$8.46K - $9.53K
|
8.71K
$3.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
32New |
$8.21K - $9.24K
|
32
$11.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
32New |
$8.21K - $9.24K
|
32
$11.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
31+ 134.78% |
$7.95K - $8.95K
|
54
$20K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
30New |
$7.69K - $8.66K
|
30
$11.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
30New |
$7.69K - $8.66K
|
30
$11.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
30+ 5.6% |
$7.69K - $8.66K
|
566
$210K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
25New |
$6.41K - $7.22K
|
25
$9.26K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
25New |
$6.41K - $7.22K
|
25
$9.26K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
24+ 0.39% |
$6.15K - $6.93K
|
6.1K
$2.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
24+ 8.76% |
$6.15K - $6.93K
|
298
$110K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
23+ 176.92% |
$5.9K - $6.64K
|
36
$13.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
22+ 6.65% |
$5.64K - $6.35K
|
353
$131K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
19+ 20.88% |
$4.87K - $5.49K
|
110
$40.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
18+ 0.75% |
$4.62K - $5.2K
|
2.43K
$902K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
16+ 0.1% |
$4.1K - $4.62K
|
15.4K
$5.71M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
16+ 11.19% |
$4.1K - $4.62K
|
159
$58.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16+ 1.57% |
$4.1K - $4.62K
|
1.04K
$383K
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
16+ 0.1% |
$4.1K - $4.62K
|
15.4K
$5.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
15+ 4.49% |
$3.85K - $4.33K
|
349
$129K
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
14+ 1.51% |
$3.59K - $4.04K
|
940
$348K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
14+ 1.03% |
$3.59K - $4.04K
|
1.37K
$508K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
13+ 1.6% |
$3.33K - $3.75K
|
823
$305K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
12+ 9.52% |
$3.08K - $3.47K
|
138
$51.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
12New |
$3.08K - $3.47K
|
12
$4.45K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
12+ 1.36% |
$3.08K - $3.47K
|
892
$330K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
11New |
$2.82K - $3.18K
|
11
$4.08K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
9+ 0.56% |
$2.31K - $2.6K
|
1.61K
$596K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
8New |
$2.05K - $2.31K
|
8
$2.96K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8New |
$2.05K - $2.31K
|
8
$2.96K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
7+ 8.43% |
$1.79K - $2.02K
|
90
$33.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5New |
$1.28K - $1.44K
|
5
$1.85K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 4.72% |
$1.28K - $1.44K
|
111
$41.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
5New |
$1.28K - $1.44K
|
5
$1.85K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5+ 0.32% |
$1.28K - $1.44K
|
1.56K
$578K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
5+ 18.52% |
$1.28K - $1.44K
|
32
$11.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5+ 166.67% |
$1.28K - $1.44K
|
8
$2.96K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4+ 0.4% |
$1.03K - $1.16K
|
1.01K
$375K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4New |
$1.03K - $1.16K
|
4
$1.48K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 16.0% |
$1.03K - $1.16K
|
29
$10.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3New |
$769 - $866
|
3
$1.11K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 100.0% |
$769 - $866
|
6
$2.22K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
3+ 0.03% |
$769 - $866
|
9.23K
$3.42M
|