Purchases and Sales Made in Q3 2022 in Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
4.96KNew |
$856K - $1.16M
|
4.96K
$1.66M
|
|
|
Nov 10, 2022
Q3 2022
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
4.92K+ 21.22% |
$850K - $1.15M
|
28.1K
$9.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
4.71K+ 24.4% |
$813K - $1.1M
|
24K
$8.04M
|
|
|
Nov 10, 2022
Q3 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
4.61K+ 10.01% |
$796K - $1.08M
|
50.7K
$17M
|
|
|
Nov 10, 2022
Q3 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
4.56K+ 5.71% |
$787K - $1.06M
|
84.5K
$28.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
4.5KNew |
$776K - $1.05M
|
4.5K
$1.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Eminence Capital, LP
New York, NY |
BUY
|
- |
4.24K+ 1.89% |
$732K - $989K
|
229K
$76.7M
|
|
|
Oct 18, 2024
Q3 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
4.2K+ 16.77% |
$725K - $980K
|
29.3K
$9.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
3.93K+ 8.51% |
$678K - $917K
|
50.1K
$16.8M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.9K+ 18.02% |
$673K - $909K
|
25.5K
$8.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
3.87K+ 129.1% |
$668K - $903K
|
6.87K
$2.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
3.82KNew |
$659K - $891K
|
3.82K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.41KNew |
$588K - $795K
|
3.41K
$1.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
3.24KNew |
$559K - $756K
|
3.24K
$1.09M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.2KNew |
$552K - $746K
|
3.2K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.18K+ 18.95% |
$548K - $741K
|
20K
$6.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.07K+ 228.35% |
$529K - $716K
|
4.41K
$1.48M
|
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
3K+ 300.0% |
$518K - $700K
|
4K
$1.34M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.91KNew |
$502K - $679K
|
2.91K
$975K
|
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
BUY
|
- |
2.73KNew |
$472K - $638K
|
2.73K
$916K
|
|
|
Nov 14, 2022
Q3 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
2.58K+ 7.0% |
$444K - $600K
|
39.3K
$13.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2.51K+ 1.24% |
$433K - $586K
|
206K
$68.9M
|
|
|
Oct 06, 2022
Q3 2022
|
Abner Herrman & Brock LLC
|
BUY
|
- |
2.48KNew |
$427K - $577K
|
2.48K
$829K
|
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.45K+ 33.78% |
$423K - $572K
|
9.71K
$3.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.4KNew |
$415K - $561K
|
2.4K
$805K
|
|
|
Nov 07, 2022
Q3 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
2.33KNew |
$401K - $542K
|
2.33K
$779K
|
|
|
Oct 28, 2022
Q3 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
2.3KNew |
$397K - $536K
|
2.3K
$770K
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
2.24KNew |
$386K - $521K
|
2.24K
$749K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.07K+ 153.41% |
$357K - $483K
|
3.42K
$1.15M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.96K+ 4.3% |
$337K - $456K
|
47.5K
$15.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
1.94K+ 9.42% |
$335K - $453K
|
22.6K
$7.56M
|
|
|
Nov 08, 2022
Q3 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.93K+ 1.21% |
$332K - $449K
|
162K
$54.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.92KNew |
$331K - $448K
|
1.92K
$643K
|
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.91KNew |
$330K - $446K
|
1.91K
$640K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.9KNew |
$327K - $443K
|
1.9K
$636K
|
|
|
Nov 14, 2022
Q3 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
1.75KNew |
$301K - $407K
|
1.75K
$584K
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.74K+ 24.48% |
$299K - $405K
|
8.82K
$2.95M
|
|
|
Nov 04, 2022
Q3 2022
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
1.66K+ 35.88% |
$286K - $387K
|
6.29K
$2.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.64K+ 15.14% |
$283K - $383K
|
12.5K
$4.19M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
1.62K+ 17.39% |
$280K - $378K
|
10.9K
$3.67M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Asset Management CO
|
BUY
|
- |
1.6K+ 11.35% |
$276K - $373K
|
15.7K
$5.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.57KNew |
$272K - $367K
|
1.57K
$527K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.54K+ 49.58% |
$266K - $359K
|
4.65K
$1.56M
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
1.52K+ 53.11% |
$262K - $354K
|
4.38K
$1.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
1.49KNew |
$258K - $348K
|
1.49K
$500K
|
|
|
Oct 12, 2022
Q3 2022
|
Hms Capital Management, LLC
|
BUY
|
- |
1.47KNew |
$253K - $343K
|
1.47K
$492K
|
|
|
Nov 09, 2022
Q3 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.47K+ 5.98% |
$253K - $342K
|
26K
$8.7M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.36K+ 9.2% |
$234K - $317K
|
16.1K
$5.4M
|
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.34KNew |
$231K - $313K
|
1.34K
$449K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.34K+ 14.19% |
$231K - $312K
|
10.8K
$3.6M
|