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
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
79+ 1.8% |
$17.3K - $19.6K
|
4.47K
$1.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
78+ 2.63% |
$17K - $19.3K
|
3.04K
$1.02M
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
75+ 1.03% |
$16.4K - $18.6K
|
7.32K
$2.46M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
74+ 164.44% |
$16.2K - $18.3K
|
119
$40K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
66+ 113.79% |
$14.4K - $16.3K
|
124
$41.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
64+ 3.56% |
$14K - $15.8K
|
1.86K
$626K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
61+ 12.53% |
$13.3K - $15.1K
|
548
$184K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
58+ 0.94% |
$12.7K - $14.4K
|
6.23K
$2.09M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
58New |
$12.7K - $14.4K
|
58
$19.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
57+ 0.76% |
$12.5K - $14.1K
|
7.51K
$2.52M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
55+ 12.47% |
$12K - $13.6K
|
496
$167K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
54New |
$11.8K - $13.4K
|
54
$18.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
50+ 13.62% |
$10.9K - $12.4K
|
417
$140K
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
50+ 0.44% |
$10.9K - $12.4K
|
11.3K
$3.81M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
48New |
$10.5K - $11.9K
|
48
$16.1K
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
47+ 9.89% |
$10.3K - $11.6K
|
522
$175K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
47New |
$10.3K - $11.6K
|
47
$15.8K
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
44New |
$9.61K - $10.9K
|
44
$14.8K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
43+ 1.86% |
$9.4K - $10.6K
|
2.35K
$790K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
43+ 1.86% |
$9.4K - $10.6K
|
2.35K
$790K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
42+ 3.29% |
$9.18K - $10.4K
|
1.32K
$443K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
42New |
$9.18K - $10.4K
|
42
$14.1K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
41+ 455.56% |
$8.96K - $10.1K
|
50
$16.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
40+ 2.48% |
$8.74K - $9.9K
|
1.65K
$555K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
36+ 4.03% |
$7.87K - $8.91K
|
929
$312K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
34+ 0.69% |
$7.43K - $8.42K
|
4.98K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
33+ 137.5% |
$7.21K - $8.17K
|
57
$19.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
32+ 19.51% |
$6.99K - $7.92K
|
196
$65.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
32+ 7.31% |
$6.99K - $7.92K
|
470
$158K
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
31+ 2.91% |
$6.77K - $7.67K
|
1.1K
$368K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
26+ 1.38% |
$5.68K - $6.44K
|
1.9K
$640K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
26+ 1.38% |
$5.68K - $6.44K
|
1.9K
$640K
|
|
|
Oct 24, 2023
Q3 2023
|
Ceredex Value Advisors LLC
|
BUY
|
- |
25+ 14.29% |
$5.46K - $6.19K
|
200
$67.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
25+ 45.45% |
$5.46K - $6.19K
|
80
$26.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25+ 78.13% |
$5.46K - $6.19K
|
57
$19.1K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
24+ 0.29% |
$5.24K - $5.94K
|
8.44K
$2.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
24New |
$5.24K - $5.94K
|
24
$8.06K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
23+ 0.44% |
$5.03K - $5.69K
|
5.3K
$1.78M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
22+ 22.45% |
$4.81K - $5.45K
|
120
$40.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
22New |
$4.81K - $5.45K
|
22
$7.39K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
21New |
$4.59K - $5.2K
|
21
$7.05K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
21+ 9.01% |
$4.59K - $5.2K
|
254
$85.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
BUY
|
- |
20+ 0.38% |
$4.37K - $4.95K
|
5.31K
$1.78M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
18+ 4.86% |
$3.93K - $4.46K
|
388
$130K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
18+ 0.92% |
$3.93K - $4.46K
|
1.98K
$665K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
18+ 0.52% |
$3.93K - $4.46K
|
3.46K
$1.16M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17+ 13.08% |
$3.71K - $4.21K
|
147
$49.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
14+ 2.82% |
$3.06K - $3.47K
|
511
$172K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
14+ 0.23% |
$3.06K - $3.47K
|
6.06K
$2.03M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 2.67% |
$2.62K - $2.97K
|
462
$155K
|