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 09, 2022
Q3 2022
|
Archer Investment Corp
|
SELL
|
- |
-201- 6.33% |
$34.7K - $46.9K
|
2.97K
$998K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-203- 47.65% |
$35K - $47.3K
|
223
$74.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-206- 12.88% |
$35.5K - $48K
|
1.39K
$468K
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-216- 27.24% |
$37.3K - $50.4K
|
577
$194K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-219- 18.69% |
$37.8K - $51.1K
|
953
$320K
|
|
|
Nov 08, 2022
Q3 2022
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-228- 0.24% |
$39.3K - $53.2K
|
92.8K
$31.2M
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-241- 1.17% |
$41.6K - $56.2K
|
20.4K
$6.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Bullseye Asset Management LLC
Denver, CO |
SELL
|
- |
-242- 1.06% |
$41.8K - $56.4K
|
22.5K
$7.57M
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-250- 1.17% |
$43.1K - $58.3K
|
21.1K
$7.08M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-271- 14.35% |
$46.8K - $63.2K
|
1.62K
$544K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-297- 6.92% |
$51.2K - $69.3K
|
4K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-302- 1.36% |
$52.1K - $70.4K
|
21.8K
$7.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-304- 0.7% |
$52.4K - $70.9K
|
42.9K
$14.4M
|
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-340- 6.71% |
$58.7K - $79.3K
|
4.73K
$1.59M
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-350- 61.19% |
$60.4K - $81.6K
|
222
$74.6K
|
|
|
Nov 04, 2022
Q3 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-354- 17.28% |
$61.1K - $82.6K
|
1.7K
$569K
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-370- 55.22% |
$63.8K - $86.3K
|
300
$101K
|
|
|
Nov 07, 2022
Q3 2022
|
Arizona State Retirement System
|
SELL
|
- |
-387- 1.73% |
$66.8K - $90.2K
|
22K
$7.38M
|
|
|
Nov 03, 2022
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-393- 11.12% |
$67.8K - $91.6K
|
3.14K
$1.06M
|
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-393- 11.12% |
$67.8K - $91.6K
|
3.14K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-402- 17.06% |
$69.4K - $93.7K
|
1.95K
$656K
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-429- 3.41% |
$74K - $100K
|
12.1K
$4.08M
|
|
|
Nov 07, 2022
Q3 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-495- 13.77% |
$85.4K - $115K
|
3.1K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-500- 2.31% |
$86.3K - $117K
|
21.1K
$7.09M
|
|
|
Nov 08, 2022
Q3 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-550- 2.34% |
$94.9K - $128K
|
23K
$7.73M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-566- 10.3% |
$97.7K - $132K
|
4.93K
$1.66M
|
|
|
Nov 08, 2022
Q3 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-574- 0.47% |
$99K - $134K
|
122K
$41M
|
|
|
Oct 31, 2022
Q3 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-576- 20.98% |
$99.4K - $134K
|
2.17K
$729K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-596- 31.99% |
$103K - $139K
|
1.27K
$426K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-610- 8.76% |
$105K - $142K
|
6.36K
$2.14M
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-626- 35.17% |
$108K - $146K
|
1.15K
$388K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-633- 3.41% |
$109K - $148K
|
17.9K
$6.01M
|
|
|
Nov 09, 2022
Q3 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-695- 10.08% |
$120K - $162K
|
6.2K
$2.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-713- 2.06% |
$123K - $166K
|
34K
$11.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-743- 22.64% |
$128K - $173K
|
2.54K
$853K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-761- 19.31% |
$131K - $177K
|
3.18K
$1.07M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-777- 23.48% |
$134K - $181K
|
2.53K
$851K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-825- 1.74% |
$142K - $192K
|
46.7K
$15.7M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-906- 2.54% |
$156K - $211K
|
34.7K
$11.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-908- 2.54% |
$157K - $212K
|
34.8K
$11.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-914- 7.41% |
$158K - $213K
|
11.4K
$3.84M
|
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-930- 1.99% |
$160K - $217K
|
45.9K
$15.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-970- 50.36% |
$167K - $226K
|
956
$321K
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.01K- 13.23% |
$175K - $236K
|
6.65K
$2.23M
|
|
|
Oct 27, 2022
Q3 2022
|
Strs Ohio
|
SELL
|
- |
-1.03K- 19.09% |
$177K - $239K
|
4.35K
$1.46M
|
|
|
Nov 09, 2022
Q3 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1.05K- 5.86% |
$181K - $244K
|
16.8K
$5.65M
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.16K- 32.58% |
$199K - $269K
|
2.39K
$803K
|
|
|
Nov 09, 2022
Q3 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.17K- 44.06% |
$202K - $273K
|
1.49K
$499K
|
|
|
Nov 14, 2022
Q3 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.2K- 35.74% |
$208K - $281K
|
2.17K
$727K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.23K- 35.12% |
$211K - $286K
|
2.26K
$760K
|