Purchases and Sales Made in Q4 2022 in Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
95.1M+ 218199.44% |
$19.7B - $25.7B
|
95.2M
$33B
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.46M+ 30.11% |
$301M - $393M
|
6.29M
$2.18B
|
|
|
Feb 14, 2023
Q4 2022
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
1.01MNew |
$208M - $272M
|
1.01M
$349M
|
|
|
Feb 13, 2023
Q4 2022
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
794KNew |
$164M - $214M
|
794K
$275M
|
|
|
Feb 14, 2023
Q4 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
750K+ 992.19% |
$155M - $202M
|
826K
$286M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
600KNew |
$124M - $162M
|
600K
$208M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
458K+ 87.85% |
$94.7M - $123M
|
978K
$339M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
458K+ 87.85% |
$94.7M - $123M
|
978K
$339M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
447K+ 6.28% |
$92.6M - $121M
|
7.57M
$2.62B
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
440KNew |
$91.1M - $119M
|
440K
$152M
|
|
|
Jun 20, 2024
Q4 2022
|
Abrdn PLC
|
BUY
|
- |
427K+ 155.08% |
$88.4M - $115M
|
703K
$243M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
334K+ 83.56% |
$69.1M - $90M
|
734K
$254M
|
|
|
Feb 14, 2023
Q4 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
307K+ 211.1% |
$63.4M - $82.6M
|
452K
$156M
|
|
|
Feb 14, 2023
Q4 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
276K+ 8530.7% |
$57.2M - $74.5M
|
280K
$96.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
270K+ 19008.43% |
$56M - $72.9M
|
272K
$94.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Assenagon Asset Management S.A.
|
BUY
|
- |
267K+ 8956.6% |
$55.2M - $71.9M
|
270K
$93.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
240K+ 52.77% |
$49.6M - $64.7M
|
694K
$240M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
218K+ 2901.7% |
$45.1M - $58.8M
|
226K
$78.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
212K+ 19.06% |
$43.9M - $57.2M
|
1.33M
$459M
|
|
|
Feb 14, 2023
Q4 2022
|
Eminence Capital, LP
New York, NY |
BUY
|
- |
208K+ 90.97% |
$43.1M - $56.2M
|
438K
$151M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
192K+ 63.8% |
$39.8M - $51.9M
|
494K
$171M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
172K+ 66.83% |
$35.7M - $46.5M
|
430K
$149M
|
|
|
Feb 06, 2023
Q4 2022
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
162K+ 6.76% |
$33.5M - $43.6M
|
2.56M
$885M
|
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
147K+ 51.03% |
$30.4M - $39.7M
|
435K
$151M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
137K+ 107.96% |
$28.4M - $37M
|
264K
$91.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
124KNew |
$25.6M - $33.3M
|
124K
$42.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
109K+ 112.34% |
$22.5M - $29.3M
|
205K
$71.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
95.1K+ 102.02% |
$19.7M - $25.6M
|
188K
$65.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
76.1KNew |
$15.8M - $20.5M
|
76.1K
$26.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
75.3KNew |
$15.6M - $20.3M
|
75.3K
$26.1M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
73.9K+ 5085.48% |
$15.3M - $19.9M
|
75.3K
$26.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
73.8K+ 192.51% |
$15.3M - $19.9M
|
112K
$38.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
70.1KNew |
$14.5M - $18.9M
|
70.1K
$24.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
BUY
|
- |
69.7K+ 83.73% |
$14.4M - $18.8M
|
153K
$53M
|
|
|
Feb 14, 2023
Q4 2022
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
67.4K+ 980.98% |
$14M - $18.2M
|
74.3K
$25.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
66K+ 234.61% |
$13.7M - $17.8M
|
94.1K
$32.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
55.6K+ 24.69% |
$11.5M - $15M
|
281K
$97.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
54.7K+ 479.13% |
$11.3M - $14.8M
|
66.2K
$22.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
50.9K+ 25447.5% |
$10.5M - $13.7M
|
51.1K
$17.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
48.1KNew |
$9.96M - $13M
|
48.1K
$16.7M
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
45K+ 38.5% |
$9.31M - $12.1M
|
162K
$56M
|
|
|
Feb 14, 2024
Q4 2022
|
Kbc Group Nv
|
BUY
|
- |
44.8K+ 2076.86% |
$9.27M - $12.1M
|
46.9K
$16.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
44.2KNew |
$9.15M - $11.9M
|
44.2K
$15.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Candriam S.C.A.
|
BUY
|
- |
43.8K+ 215.75% |
$9.06M - $11.8M
|
64K
$22.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
41.8K+ 160.7% |
$8.65M - $11.3M
|
67.8K
$23.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
39.1K+ 35.26% |
$8.1M - $10.6M
|
150K
$52M
|
|
|
Feb 14, 2023
Q4 2022
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
38.8KNew |
$8.03M - $10.5M
|
38.8K
$13.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
37.8K+ 765.2% |
$7.82M - $10.2M
|
42.7K
$14.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Phase 2 Partners, LLC
San Francisco, CA |
BUY
|
- |
34.2K+ 85.59% |
$7.07M - $9.22M
|
74.1K
$25.7M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
34.2K+ 2927.16% |
$7.07M - $9.21M
|
35.3K
$12.2M
|