Purchases and Sales Made in Q3 2022 in Lpl Financial Holdings Inc. (LPLA)

LPLA Quotes by TradingView

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 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
532
+ 50.14%
$91.8K - $124K
1.59K $535K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
530
New
$91.4K - $124K
530 $178K
Oct 25, 2022 Q3 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
524
+ 10.62%
$90.4K - $122K
5.46K $1.83M
Nov 14, 2022 Q3 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
522
+ 11.82%
$90.1K - $122K
4.94K $1.66M
Nov 07, 2022 Q3 2022
Asahi Life Asset Management Co., Ltd.

BUY
 -
515
+ 59.88%
$88.9K - $120K
1.38K $462K
Nov 02, 2022 Q3 2022
Counterpoint Mutual Funds LLC

BUY
 -
500
New
$86.3K - $117K
500 $168K
Oct 21, 2022 Q3 2022
Selective Wealth Management, Inc.

BUY
 -
500
New
$86.3K - $117K
500 $168K
Nov 03, 2022 Q3 2022
Advisor Os, LLC

BUY
 -
493
+ 9.14%
$85.1K - $115K
5.89K $1.98M
Nov 09, 2022 Q3 2022
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
473
+ 22.13%
$81.6K - $110K
2.61K $877K
Nov 07, 2022 Q3 2022
Quantinno Capital Management LP

New York, NY
BUY
 -
469
+ 12.92%
$80.9K - $109K
4.1K $1.38M
Nov 08, 2022 Q3 2022
Treasurer Of The State Of North Carolina

BUY
 -
450
+ 1.3%
$77.6K - $105K
35.2K $11.8M
Nov 16, 2022 Q3 2022
Sky View Investment Advisors, LLC

Shrewsbury, NJ
BUY
 -
447
+ 12.49%
$77.1K - $104K
4.03K $1.35M
Oct 27, 2022 Q3 2022
Financial Management Professionals, Inc.

BUY
 -
446
New
$76.9K - $104K
446 $150K
Oct 11, 2022 Q3 2022
Davenport & CO LLC

BUY
 -
438
+ 26.99%
$75.6K - $102K
2.06K $692K
Nov 22, 2022 Q3 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
423
+ 18.2%
$73K - $98.6K
2.75K $923K
Nov 01, 2022 Q3 2022
Oregon Public Employees Retirement Fund

BUY
 -
419
+ 6.65%
$72.3K - $97.7K
6.72K $2.26M
Nov 15, 2022 Q3 2022
Neuberger Berman Group LLC

New York, NY
BUY
 -
416
+ 4.29%
$71.8K - $97K
10.1K $3.4M
Feb 23, 2023 Q3 2022
National Pension Service

Jeonju Si, Jeollabuk Do, M5
BUY
 -
400
+ 0.34%
$69K - $93.3K
119K $40M
Nov 03, 2022 Q3 2022
Ieq Capital, LLC

BUY
 -
375
+ 22.06%
$64.7K - $87.5K
2.08K $697K
Nov 14, 2022 Q3 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
354
+ 0.55%
$61.1K - $82.6K
64.6K $21.7M
Nov 14, 2022 Q3 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
327
+ 23.92%
$56.4K - $76.3K
1.69K $569K
Nov 04, 2022 Q3 2022
Glenview Trust CO

Louisville, KY
BUY
 -
323
+ 8.99%
$55.7K - $75.3K
3.91K $1.31M
Nov 14, 2022 Q3 2022
Nissay Asset Management Corp

Tokyo, M0
BUY
 -
321
+ 3.68%
$55.4K - $74.9K
9.05K $3.04M
Nov 14, 2022 Q3 2022
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
316
+ 4.06%
$54.5K - $73.7K
8.1K $2.72M
Oct 14, 2022 Q3 2022
Cornerstone Wealth Management, LLC

BUY
 -
313
+ 1.87%
$54K - $73K
17K $5.73M
Nov 14, 2022 Q3 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
304
+ 18.16%
$52.4K - $70.9K
1.98K $664K
Nov 14, 2022 Q3 2022
B. Metzler Seel. Sohn & Co. Ag

Frankfurt, 2M
BUY
 -
301
+ 11.87%
$51.9K - $70.2K
2.84K $953K
Oct 28, 2022 Q3 2022
Alta Advisers LTD

BUY
 -
300
New
$51.8K - $70K
300 $101K
Nov 09, 2022 Q3 2022
Intrust Bank Na

Wichita, KS
BUY
 -
287
+ 16.07%
$49.5K - $66.9K
2.07K $696K
Nov 14, 2022 Q3 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
280
+ 9.34%
$48.3K - $65.3K
3.28K $1.1M
Nov 10, 2022 Q3 2022
Kwb Wealth

Redlands, CA
BUY
 -
263
+ 0.93%
$45.4K - $61.3K
28.5K $9.56M
Nov 14, 2022 Q3 2022
Prudential PLC

London, England, X0
BUY
 -
262
+ 13.46%
$45.2K - $61.1K
2.21K $742K
Nov 14, 2022 Q3 2022
Advisory Services Network, LLC

BUY
 -
246
+ 5.44%
$42.4K - $57.4K
4.77K $1.6M
Nov 07, 2022 Q3 2022
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
235
+ 4.33%
$40.5K - $54.8K
5.66K $1.9M
Oct 31, 2022 Q3 2022
Sumitomo Life Insurance CO

BUY
 -
218
+ 2.75%
$37.6K - $50.8K
8.14K $2.73M
Oct 24, 2022 Q3 2022
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
209
+ 2.35%
$36.1K - $48.7K
9.11K $3.06M
Nov 14, 2022 Q3 2022
Pictet Asset Management Sa

Geneva 73, V8
BUY
 -
207
+ 0.67%
$35.7K - $48.3K
31.2K $10.5M
Nov 14, 2022 Q3 2022
Fred Alger Management, LLC

New York, NY
BUY
 -
200
New
$34.5K - $46.6K
200 $67.2K
Oct 27, 2022 Q3 2022
Money Concepts Capital Corp

BUY
 -
165
+ 90.66%
$28.5K - $38.5K
347 $117K
Nov 01, 2022 Q3 2022
Kestra Advisory Services, LLC

BUY
 -
164
+ 2.62%
$28.3K - $38.2K
6.41K $2.15M
Nov 01, 2022 Q3 2022
Brinker Capital Investments, LLC

BUY
 -
152
+ 2.63%
$26.2K - $35.4K
5.93K $1.99M
Jun 14, 2023 Q3 2022
Met Life Investment Management, LLC

Whippany, NJ
BUY
 -
116
+ 2.4%
$20K - $27.1K
4.94K $1.66M
Nov 08, 2022 Q3 2022
Eagle Rock Investment Company, LLC

Atlanta, GA
BUY
 -
115
+ 1.05%
$19.8K - $26.8K
11.1K $3.73M
Nov 14, 2022 Q3 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
115
+ 2.51%
$19.8K - $26.8K
4.7K $1.58M
Nov 03, 2022 Q3 2022
Presidio Capital Management, LLC

BUY
 -
97
+ 8.81%
$16.7K - $22.6K
1.2K $402K
Oct 27, 2022 Q3 2022
Cwm, LLC

BUY
 -
80
+ 8.53%
$13.8K - $18.7K
1.02K $342K
Oct 28, 2022 Q3 2022
West Oak Capital, LLC

BUY
 -
75
New
$12.9K - $17.5K
75 $25.2K
Nov 14, 2022 Q3 2022
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
71
+ 100.0%
$12.2K - $16.6K
142 $47.7K
Oct 13, 2022 Q3 2022
Sanchez Wealth Management Group

BUY
 -
69
+ 4.59%
$11.9K - $16.1K
1.57K $528K

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