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
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
345+ 62.73% |
$75.4K - $85.4K
|
895
$301K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
343+ 11.11% |
$74.9K - $84.9K
|
3.43K
$1.15M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
341+ 6.57% |
$74.5K - $84.4K
|
5.53K
$1.86M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
326+ 2.06% |
$71.2K - $80.7K
|
16.1K
$5.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
297+ 19.5% |
$64.9K - $73.5K
|
1.82K
$611K
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
282New |
$61.6K - $69.8K
|
282
$94.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
278+ 3.63% |
$60.7K - $68.8K
|
7.94K
$2.67M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
270+ 18.56% |
$59K - $66.8K
|
1.73K
$579K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
242+ 25.94% |
$52.9K - $59.9K
|
1.18K
$395K
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
240+ 0.33% |
$52.4K - $59.4K
|
73.5K
$24.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
239+ 724.24% |
$52.2K - $59.2K
|
272
$91.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
233+ 6.47% |
$50.9K - $57.7K
|
3.83K
$1.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
231+ 770.0% |
$50.5K - $57.2K
|
261
$87.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
225+ 13.83% |
$49.2K - $55.7K
|
1.85K
$622K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
220+ 2.88% |
$48.1K - $54.5K
|
7.87K
$2.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
220+ 17.9% |
$48.1K - $54.5K
|
1.45K
$487K
|
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
211+ 5.25% |
$46.1K - $52.2K
|
4.23K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
200+ 1.15% |
$43.7K - $49.5K
|
17.6K
$5.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
198+ 4.3% |
$43.3K - $49K
|
4.8K
$1.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
196+ 3.59% |
$42.8K - $48.5K
|
5.66K
$1.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
186+ 0.12% |
$40.6K - $46K
|
161K
$54.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
182+ 12.08% |
$39.8K - $45K
|
1.69K
$567K
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
181+ 3.77% |
$39.5K - $44.8K
|
4.98K
$1.67M
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
174+ 11.91% |
$38K - $43.1K
|
1.64K
$549K
|
|
|
Dec 09, 2024
Q3 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
173+ 1.24% |
$37.8K - $42.8K
|
14.2K
$4.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
167+ 2.0% |
$36.5K - $41.3K
|
8.52K
$2.86M
|
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
BUY
|
- |
164+ 16.43% |
$35.8K - $40.6K
|
1.16K
$390K
|
|
|
Nov 09, 2023
Q3 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
141+ 2.48% |
$30.8K - $34.9K
|
5.83K
$1.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
137+ 5.26% |
$29.9K - $33.9K
|
2.74K
$922K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
131+ 2.73% |
$28.6K - $32.4K
|
4.93K
$1.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
128New |
$28K - $31.7K
|
128
$43K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
125+ 0.67% |
$27.3K - $30.9K
|
18.8K
$6.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
120+ 62.5% |
$26.2K - $29.7K
|
312
$105K
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
117+ 5.61% |
$25.6K - $29K
|
2.2K
$740K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
114+ 1.03% |
$24.9K - $28.2K
|
11.1K
$3.74M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
110+ 1.67% |
$24K - $27.2K
|
6.71K
$2.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
105+ 1.96% |
$22.9K - $26K
|
5.47K
$1.84M
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
104+ 2.52% |
$22.7K - $25.7K
|
4.23K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
103New |
$22.5K - $25.5K
|
103
$34.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
100+ 73.53% |
$21.8K - $24.8K
|
236
$79.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
93+ 7.95% |
$20.3K - $23K
|
1.26K
$424K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
88New |
$19.2K - $21.8K
|
88
$29.6K
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
88New |
$19.2K - $21.8K
|
88
$29.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
87+ 6.39% |
$19K - $21.5K
|
1.45K
$486K
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
86+ 4.73% |
$18.8K - $21.3K
|
1.91K
$640K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
83+ 4.77% |
$18.1K - $20.5K
|
1.82K
$612K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
82+ 19.39% |
$17.9K - $20.3K
|
505
$170K
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
81+ 7.13% |
$17.7K - $20K
|
1.22K
$409K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
81+ 0.49% |
$17.7K - $20K
|
16.7K
$5.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
79+ 7.81% |
$17.3K - $19.6K
|
1.09K
$366K
|