Purchases and Sales Made in Q3 2023 in Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-6.32K- 87.59% |
$1.38M - $1.56M
|
895
$301K
|
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-6.55K- 5.11% |
$1.43M - $1.62M
|
122K
$40.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-7.31K- 7.77% |
$1.6M - $1.81M
|
86.8K
$29.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-7.51K- 45.17% |
$1.64M - $1.86M
|
9.12K
$3.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.78K- 15.42% |
$1.7M - $1.92M
|
42.7K
$14.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-8.52K- 2.15% |
$1.86M - $2.11M
|
389K
$131M
|
|
|
Nov 13, 2023
Q3 2023
|
Hst Ventures, LLC
|
SELL
|
- |
-9.67K- 33.47% |
$2.11M - $2.39M
|
19.2K
$6.46M
|
|
|
Oct 18, 2023
Q3 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-10.6K- 12.24% |
$2.32M - $2.63M
|
76.3K
$25.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-10.7K- 40.97% |
$2.34M - $2.65M
|
15.4K
$5.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-10.9K- 2.58% |
$2.37M - $2.69M
|
410K
$138M
|
|
|
Nov 02, 2023
Q3 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-10.9K- 0.72% |
$2.37M - $2.69M
|
1.49M
$501M
|
|
|
Nov 14, 2023
Q3 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-11.2K- 8.93% |
$2.45M - $2.77M
|
114K
$38.4M
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-11.5K- 13.36% |
$2.51M - $2.84M
|
74.5K
$25M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-12.2K- 15.79% |
$2.67M - $3.03M
|
65.3K
$21.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-12.5K- 58.58% |
$2.73M - $3.09M
|
8.83K
$2.97M
|
|
|
Nov 09, 2023
Q3 2023
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-15.1K- 44.41% |
$3.3M - $3.74M
|
18.9K
$6.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-15.1K- 31.01% |
$3.3M - $3.74M
|
33.6K
$11.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-17.8K- 93.3% |
$3.88M - $4.4M
|
1.28K
$429K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-18.6K- 8.71% |
$4.06M - $4.6M
|
195K
$65.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Europe (London) LLP
London, X0 |
SELL
|
- |
-19.1K- 48.14% |
$4.17M - $4.73M
|
20.6K
$6.91M
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-19.5K- 80.5% |
$4.27M - $4.84M
|
4.74K
$1.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-20.4K- 78.97% |
$4.46M - $5.05M
|
5.43K
$1.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-20.8K- 12.49% |
$4.55M - $5.15M
|
146K
$49M
|
|
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
SELL
|
- |
-20.9K- 65.2% |
$4.57M - $5.18M
|
11.2K
$3.75M
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-21.7K- 56.49% |
$4.74M - $5.37M
|
16.7K
$5.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-23.1K- 6.46% |
$5.05M - $5.72M
|
334K
$112M
|
|
|
Nov 14, 2023
Q3 2023
|
Phase 2 Partners, LLC
San Francisco, CA |
SELL
|
- |
-26.4K- 41.5% |
$5.76M - $6.52M
|
37.1K
$12.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-29.1K- 3.91% |
$6.36M - $7.2M
|
715K
$240M
|
|
|
Nov 14, 2023
Q3 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-29.4K- 91.73% |
$6.42M - $7.27M
|
2.65K
$890K
|
|
|
Nov 13, 2023
Q3 2023
|
Candriam S.C.A.
|
SELL
|
- |
-29.5K- 82.28% |
$6.44M - $7.3M
|
6.35K
$2.13M
|
|
|
Oct 16, 2023
Q3 2023
|
Artemis Investment Management LLP
|
SELL
|
- |
-33.5K- 11.61% |
$7.33M - $8.3M
|
255K
$85.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-37.4K- 22.77% |
$8.18M - $9.26M
|
127K
$42.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Abrdn PLC
|
SELL
|
- |
-39.8K- 4.86% |
$8.7M - $9.86M
|
779K
$262M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-41.1K- 3.31% |
$8.97M - $10.2M
|
1.2M
$403M
|
|
|
Nov 14, 2023
Q3 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-41.7K- 28.25% |
$9.11M - $10.3M
|
106K
$35.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Iridian Asset Management LLC
|
SELL
|
- |
-42K- 58.42% |
$9.17M - $10.4M
|
29.9K
$10M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-44K- 9.46% |
$9.62M - $10.9M
|
422K
$142M
|
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-44.1K- 76.17% |
$9.64M - $10.9M
|
13.8K
$4.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-45.6K- 83.33% |
$9.96M - $11.3M
|
9.12K
$3.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-46.1K- 93.0% |
$10.1M - $11.4M
|
3.48K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-48.3K- 98.03% |
$10.6M - $12M
|
970
$326K
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-48.5K- 34.12% |
$10.6M - $12M
|
93.7K
$31.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-51.3K- 7.89% |
$11.2M - $12.7M
|
599K
$201M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-53.8K- 51.38% |
$11.8M - $13.3M
|
50.9K
$17.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-63.5K- 47.03% |
$13.9M - $15.7M
|
71.5K
$24M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-65.1K- 54.66% |
$14.2M - $16.1M
|
54K
$18.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-118K- 19.05% |
$25.7M - $29.2M
|
500K
$168M
|
|
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-120K- 25.24% |
$26.3M - $29.8M
|
357K
$120M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-131K- 91.71% |
$28.6M - $32.4M
|
11.8K
$3.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Junto Capital Management LP
New York, NY |
SELL
|
- |
-137K- 24.91% |
$30M - $33.9M
|
413K
$139M
|