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 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-970- 27.99% |
$201K - $262K
|
2.5K
$864K
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.06K- 24.09% |
$218K - $284K
|
3.32K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-1.07K- 37.55% |
$220K - $287K
|
1.77K
$613K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.08K- 7.88% |
$224K - $291K
|
12.6K
$4.38M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-1.09K- 34.28% |
$226K - $294K
|
2.09K
$724K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.18K- 40.45% |
$244K - $318K
|
1.73K
$600K
|
|
|
Feb 07, 2023
Q4 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.18K- 19.56% |
$244K - $318K
|
4.85K
$1.68M
|
|
|
Feb 14, 2023
Q4 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-1.2K- 10.0% |
$248K - $324K
|
10.8K
$3.74M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.25K- 36.57% |
$259K - $337K
|
2.17K
$751K
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.27K- 7.34% |
$262K - $342K
|
16K
$5.53M
|
|
|
Jan 26, 2023
Q4 2022
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-1.3K- 10.83% |
$269K - $351K
|
10.7K
$3.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Brant Point Investment Management LLC
New York, NY |
SELL
|
- |
-1.44K- 3.12% |
$298K - $388K
|
44.7K
$15.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-1.45K- 59.88% |
$300K - $390K
|
970
$336K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.45K- 81.75% |
$300K - $391K
|
324
$112K
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.56K- 30.42% |
$323K - $421K
|
3.58K
$1.24M
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
SELL
|
- |
-1.6K- 27.09% |
$330K - $430K
|
4.29K
$1.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.64K- 42.72% |
$339K - $441K
|
2.19K
$760K
|
|
|
Feb 14, 2023
Q4 2022
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-1.75K- 0.49% |
$362K - $472K
|
355K
$123M
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.79K- 17.71% |
$371K - $483K
|
8.32K
$2.88M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.87K- 43.9% |
$386K - $503K
|
2.39K
$826K
|
|
|
Feb 03, 2023
Q4 2022
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-1.94K- 9.88% |
$402K - $524K
|
17.7K
$6.14M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.94K- 14.42% |
$402K - $524K
|
11.5K
$3.99M
|
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.95K- 5.34% |
$404K - $526K
|
34.6K
$12M
|
|
|
Feb 15, 2023
Q4 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-2K- 50.0% |
$414K - $539K
|
2K
$692K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.03K- 41.25% |
$421K - $548K
|
2.9K
$1M
|
|
|
Jan 30, 2023
Q4 2022
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-2.12K- 33.73% |
$439K - $572K
|
4.17K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.13K- 43.17% |
$441K - $575K
|
2.81K
$972K
|
|
|
Feb 03, 2023
Q4 2022
|
Fcf Advisors LLC
|
SELL
|
- |
-2.14K- 34.08% |
$443K - $578K
|
4.14K
$1.43M
|
|
|
Feb 09, 2023
Q4 2022
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-2.21K- 2.24% |
$458K - $596K
|
96.7K
$33.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-2.21K- 4.31% |
$458K - $597K
|
49.2K
$17M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.23K- 55.55% |
$461K - $600K
|
1.78K
$617K
|
|
|
Feb 14, 2023
Q4 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-2.27K- 20.4% |
$469K - $611K
|
8.85K
$3.06M
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.28K- 4.87% |
$473K - $616K
|
44.7K
$15.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-2.38K- 1.06% |
$492K - $641K
|
222K
$76.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.49K- 17.68% |
$515K - $671K
|
11.6K
$4.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-2.61K- 20.27% |
$540K - $704K
|
10.3K
$3.55M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.68K- 42.2% |
$555K - $723K
|
3.67K
$1.27M
|
|
|
Jan 18, 2023
Q4 2022
|
Reinhart Partners, Inc.
|
SELL
|
- |
-2.68K- 3.57% |
$555K - $724K
|
72.5K
$25.1M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.69K- 15.28% |
$557K - $726K
|
14.9K
$5.16M
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.72K- 28.03% |
$563K - $734K
|
6.99K
$2.42M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.86K- 5.27% |
$593K - $772K
|
51.4K
$17.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Aquila Investment Management LLC
|
SELL
|
- |
-3K- 33.33% |
$621K - $809K
|
6K
$2.08M
|
|
|
May 17, 2023
Q4 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-3K- 3.2% |
$621K - $809K
|
90.8K
$31.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3K- 75.0% |
$621K - $809K
|
1K
$346K
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-3.03K- 47.42% |
$627K - $817K
|
3.36K
$1.16M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-3.06K- 5.55% |
$633K - $825K
|
52.1K
$18M
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3.07K- 74.92% |
$636K - $829K
|
1.03K
$356K
|
|
|
Feb 09, 2023
Q4 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-3.14K- 10.71% |
$649K - $845K
|
26.1K
$9.05M
|
|
|
Oct 18, 2024
Q4 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-3.14K- 10.71% |
$649K - $845K
|
26.1K
$9.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.17K- 56.02% |
$656K - $854K
|
2.49K
$861K
|