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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-661- 8.24% |
$144K - $164K
|
7.36K
$2.46M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-669- 2.17% |
$146K - $166K
|
30.2K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-809- 80.66% |
$177K - $200K
|
194
$65K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-825- 4.56% |
$180K - $204K
|
17.3K
$5.78M
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-851- 0.72% |
$186K - $211K
|
117K
$39.2M
|
|
|
Nov 13, 2023
Q3 2023
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-855- 0.18% |
$187K - $212K
|
481K
$161M
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-869- 9.38% |
$190K - $215K
|
8.39K
$2.81M
|
|
|
Nov 09, 2023
Q3 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-869- 6.69% |
$190K - $215K
|
12.1K
$4.06M
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-882- 6.44% |
$193K - $218K
|
12.8K
$4.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-915- 12.07% |
$200K - $226K
|
6.67K
$2.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-960- 12.0% |
$210K - $238K
|
7.04K
$2.36M
|
|
|
Nov 02, 2023
Q3 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-1.12K- 0.73% |
$244K - $277K
|
152K
$50.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.2K- 18.93% |
$262K - $297K
|
5.13K
$1.72M
|
|
|
Nov 02, 2023
Q3 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-1.3K- 5.57% |
$283K - $321K
|
22K
$7.36M
|
|
|
Nov 09, 2023
Q3 2023
|
Tredje Ap Fonden
|
SELL
|
- |
-1.37K- 9.64% |
$299K - $339K
|
12.8K
$4.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.41K- 14.68% |
$307K - $348K
|
8.17K
$2.74M
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1.54K- 15.18% |
$337K - $381K
|
8.61K
$2.88M
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.68K- 27.4% |
$368K - $417K
|
4.46K
$1.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.71K- 3.41% |
$374K - $423K
|
48.5K
$16.2M
|
|
|
Nov 14, 2023
Q3 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-1.72K- 23.97% |
$375K - $424K
|
5.44K
$1.82M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.72K- 12.32% |
$377K - $427K
|
12.3K
$4.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.78K- 3.81% |
$389K - $440K
|
44.9K
$15M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.83K- 11.78% |
$399K - $452K
|
13.7K
$4.58M
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
SELL
|
- |
-1.83K- 8.16% |
$400K - $453K
|
20.6K
$6.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.96K- 31.85% |
$428K - $485K
|
4.19K
$1.4M
|
|
|
Nov 08, 2023
Q3 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-2.04K- 4.42% |
$446K - $505K
|
44.2K
$14.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-2.25K- 43.23% |
$491K - $556K
|
2.95K
$989K
|
|
|
Nov 07, 2023
Q3 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-2.33K- 0.28% |
$510K - $577K
|
845K
$283M
|
|
|
Nov 13, 2023
Q3 2023
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-2.37K- 30.54% |
$518K - $586K
|
5.39K
$1.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-2.43K- 35.74% |
$531K - $602K
|
4.37K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-2.54K- 0.34% |
$555K - $629K
|
735K
$246M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-2.65K- 85.32% |
$578K - $655K
|
455
$152K
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.84K- 90.9% |
$620K - $702K
|
284
$95.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-3.1K- 6.57% |
$677K - $767K
|
44.1K
$14.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-3.24K- 10.12% |
$708K - $802K
|
28.8K
$9.64M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.44K- 58.92% |
$752K - $852K
|
2.4K
$804K
|
|
|
Oct 23, 2023
Q3 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-3.7K- 13.91% |
$808K - $916K
|
22.9K
$7.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-3.74K- 27.47% |
$817K - $925K
|
9.87K
$3.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-3.81K- 17.14% |
$833K - $944K
|
18.4K
$6.17M
|
|
|
Oct 23, 2023
Q3 2023
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-3.9K- 33.59% |
$853K - $966K
|
7.72K
$2.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-3.96K- 55.18% |
$865K - $980K
|
3.22K
$1.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-4.03K- 71.62% |
$880K - $997K
|
1.6K
$534K
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-4.05K- 21.48% |
$886K - $1M
|
14.8K
$4.96M
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-4.05K- 21.48% |
$886K - $1M
|
14.8K
$4.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Brant Point Investment Management LLC
New York, NY |
SELL
|
- |
-4.1K- 9.87% |
$896K - $1.01M
|
37.5K
$12.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-4.36K- 4.88% |
$953K - $1.08M
|
85K
$28.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-5.27K- 3.9% |
$1.15M - $1.3M
|
130K
$43.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-5.61K- 1.09% |
$1.23M - $1.39M
|
508K
$170M
|
|
|
Dec 19, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-5.82K- 12.2% |
$1.27M - $1.44M
|
41.9K
$14M
|
|
|
Nov 15, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-5.82K- 12.2% |
$1.27M - $1.44M
|
41.9K
$14M
|