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 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-166K- 38.88% |
$36.2M - $41M
|
260K
$87.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-168K- 99.11% |
$36.6M - $41.5M
|
1.5K
$505K
|
|
|
Nov 13, 2023
Q3 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-182K- 99.97% |
$39.8M - $45.1M
|
61
$20.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-206K- 42.08% |
$45.1M - $51.1M
|
284K
$95.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-233K- 24.64% |
$50.9M - $57.7M
|
713K
$240M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
SELL
|
- |
-253K- 76.26% |
$55.2M - $62.6M
|
78.7K
$26.4M
|
|
|
Nov 14, 2023
Q3 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-270K- 24.55% |
$59.1M - $66.9M
|
831K
$279M
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-301K- 8.91% |
$65.8M - $74.6M
|
3.08M
$1.03B
|
|
|
Nov 14, 2023
Q3 2023
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-306K- 80.79% |
$66.9M - $75.8M
|
72.8K
$24.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-327K- 67.67% |
$71.4M - $80.9M
|
156K
$52.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-328K- 4.41% |
$71.6M - $81.1M
|
7.09M
$2.38B
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-357K- 55.94% |
$78M - $88.4M
|
281K
$94.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Samlyn Capital, LLC
New York, NY |
SELL
|
- |
-463K- 25.14% |
$101M - $115M
|
1.38M
$463M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-529K- 92.66% |
$116M - $131M
|
41.9K
$14.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-769KClosed |
$168M - $190M
|
0
$0
|