Purchases and Sales Made in Q4 2021 in Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32+ 0.15% |
$4.88K - $5.6K
|
21.1K
$7.65M
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
31New |
$4.73K - $5.43K
|
31
$11.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
25+ 86.21% |
$3.82K - $4.38K
|
54
$19.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
21New |
$3.21K - $3.68K
|
21
$7.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
19New |
$2.9K - $3.33K
|
19
$6.88K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18+ 0.5% |
$2.75K - $3.15K
|
3.62K
$1.31M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
15New |
$2.29K - $2.63K
|
15
$5.43K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
13New |
$1.98K - $2.28K
|
13
$4.71K
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
12New |
$1.83K - $2.1K
|
12
$4.34K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
12New |
$1.83K - $2.1K
|
12
$4.34K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11+ 2.63% |
$1.68K - $1.93K
|
430
$156K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9+ 5.59% |
$1.37K - $1.58K
|
170
$61.5K
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
9New |
$1.37K - $1.58K
|
9
$3.26K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
9+ 81.82% |
$1.37K - $1.58K
|
20
$7.24K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
7+ 1.28% |
$1.07K - $1.23K
|
553
$200K
|
|
|
Feb 14, 2022
Q4 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
6+ 26.09% |
$916 - $1.05K
|
29
$10.5K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
5New |
$763 - $875
|
5
$1.81K
|
|
|
Feb 14, 2022
Q4 2021
|
Sanchez Wealth Management Group
|
BUY
|
- |
3+ 0.2% |
$458 - $525
|
1.5K
$542K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1+ 0.05% |
$153 - $175
|
1.89K
$685K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 0.65% |
$153 - $175
|
156
$56.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1- 0.01% |
$153 - $175
|
15.1K
$5.46M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2Closed |
$305 - $350
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4- 5.33% |
$611 - $700
|
71
$25.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-4- 0.15% |
$611 - $700
|
2.64K
$957K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5- 2.27% |
$763 - $875
|
215
$77.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5- 0.26% |
$763 - $875
|
1.9K
$689K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-7- 0.46% |
$1.07K - $1.23K
|
1.52K
$550K
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-10- 0.56% |
$1.53K - $1.75K
|
1.77K
$639K
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-11Closed |
$1.68K - $1.93K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Wedge Capital Management L L P
|
SELL
|
- |
-13- 0.75% |
$1.98K - $2.28K
|
1.73K
$626K
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
SELL
|
- |
-14Closed |
$2.14K - $2.45K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-18Closed |
$2.75K - $3.15K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-19- 1.1% |
$2.9K - $3.33K
|
1.71K
$619K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-20Closed |
$3.05K - $3.5K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-21Closed |
$3.21K - $3.68K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
SELL
|
- |
-22- 0.39% |
$3.36K - $3.85K
|
5.56K
$2.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-28- 0.58% |
$4.27K - $4.9K
|
4.8K
$1.74M
|
|
|
Feb 08, 2022
Q4 2021
|
Pro Share Advisors LLC
|
SELL
|
- |
-28- 0.4% |
$4.27K - $4.9K
|
6.9K
$2.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Leuthold Group, LLC
|
SELL
|
- |
-37- 1.1% |
$5.65K - $6.48K
|
3.32K
$1.2M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-39Closed |
$5.95K - $6.83K
|
0
$0
|
|
|
Mar 30, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-42- 0.79% |
$6.41K - $7.35K
|
5.3K
$1.92M
|
|
|
Feb 15, 2022
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-42- 0.79% |
$6.41K - $7.35K
|
5.3K
$1.92M
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-43Closed |
$6.56K - $7.53K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-45- 0.55% |
$6.87K - $7.88K
|
8.17K
$2.96M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-50- 9.63% |
$7.63K - $8.75K
|
469
$170K
|
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-50- 1.41% |
$7.63K - $8.75K
|
3.49K
$1.26M
|
|
|
Feb 11, 2022
Q4 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-52- 3.33% |
$7.94K - $9.1K
|
1.51K
$547K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-54- 3.92% |
$8.24K - $9.45K
|
1.33K
$480K
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-56Closed |
$8.55K - $9.8K
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-62Closed |
$9.46K - $10.9K
|
0
$0
|