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
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-187- 7.23% |
$38.7K - $50.4K
|
2.4K
$831K
|
|
|
Feb 14, 2023
Q4 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-198- 2.19% |
$41K - $53.4K
|
8.86K
$3.07M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-240- 1.3% |
$49.7K - $64.7K
|
18.2K
$6.32M
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-249- 12.47% |
$51.5K - $67.1K
|
1.75K
$605K
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-256- 3.39% |
$53K - $69K
|
7.29K
$2.52M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-261- 4.78% |
$54K - $70.4K
|
5.2K
$1.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-273- 6.47% |
$56.5K - $73.6K
|
3.95K
$1.37M
|
|
|
Jan 27, 2023
Q4 2022
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-278- 3.12% |
$57.5K - $75K
|
8.63K
$2.99M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-293- 13.1% |
$60.6K - $79K
|
1.94K
$673K
|
|
|
Feb 13, 2023
Q4 2022
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-294- 2.63% |
$60.8K - $79.3K
|
10.9K
$3.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-295- 11.65% |
$61K - $79.5K
|
2.24K
$774K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-300- 6.14% |
$62.1K - $80.9K
|
4.58K
$1.59M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-312- 15.14% |
$64.6K - $84.1K
|
1.75K
$606K
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-314- 0.68% |
$65K - $84.7K
|
45.6K
$15.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-318- 10.12% |
$65.8K - $85.7K
|
2.82K
$978K
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-318- 10.12% |
$65.8K - $85.7K
|
2.82K
$978K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-331- 10.43% |
$68.5K - $89.2K
|
2.84K
$985K
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-344- 25.65% |
$71.2K - $92.7K
|
997
$345K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-347- 1.54% |
$71.8K - $93.6K
|
22.3K
$7.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-360- 6.1% |
$74.5K - $97.1K
|
5.55K
$1.92M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-361- 9.22% |
$74.7K - $97.3K
|
3.55K
$1.23M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-369- 50.14% |
$76.4K - $99.5K
|
367
$127K
|
|
|
Feb 10, 2023
Q4 2022
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-376- 15.27% |
$77.8K - $101K
|
2.09K
$722K
|
|
|
Feb 17, 2023
Q4 2022
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-400- 0.34% |
$82.8K - $108K
|
119K
$41.1M
|
|
|
Feb 23, 2023
Q4 2022
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-400- 0.34% |
$82.8K - $108K
|
119K
$41.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-418- 6.29% |
$86.5K - $113K
|
6.23K
$2.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-429- 10.46% |
$88.8K - $116K
|
3.67K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-441- 5.99% |
$91.3K - $119K
|
6.93K
$2.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-442- 18.92% |
$91.5K - $119K
|
1.89K
$656K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-448- 22.65% |
$92.7K - $121K
|
1.53K
$530K
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-459- 22.14% |
$95K - $124K
|
1.61K
$559K
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-462- 31.24% |
$95.6K - $125K
|
1.02K
$352K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-482- 33.13% |
$99.7K - $130K
|
973
$337K
|
|
|
Feb 14, 2023
Q4 2022
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-485- 14.23% |
$100K - $131K
|
2.92K
$1.01M
|
|
|
Feb 02, 2023
Q4 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-502- 12.42% |
$104K - $135K
|
3.54K
$1.23M
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-534- 10.92% |
$111K - $144K
|
4.35K
$1.51M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-557- 13.94% |
$115K - $150K
|
3.44K
$1.19M
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-617- 94.92% |
$128K - $166K
|
33
$11.4K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-685- 1.97% |
$142K - $185K
|
34K
$11.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-687- 14.21% |
$142K - $185K
|
4.15K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-744- 2.14% |
$154K - $201K
|
34K
$11.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-750- 3.26% |
$155K - $202K
|
22.3K
$7.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-793- 9.75% |
$164K - $214K
|
7.34K
$2.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-795- 13.67% |
$165K - $214K
|
5.02K
$1.74M
|
|
|
Feb 10, 2023
Q4 2022
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-809- 10.31% |
$167K - $218K
|
7.04K
$2.44M
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-830- 27.99% |
$172K - $224K
|
2.14K
$739K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-841- 26.31% |
$174K - $227K
|
2.36K
$816K
|
|
|
Feb 01, 2023
Q4 2022
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-940- 0.51% |
$195K - $253K
|
183K
$63.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Community Trust & Investment CO
|
SELL
|
- |
-954- 2.29% |
$197K - $257K
|
40.7K
$14.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-966- 50.31% |
$200K - $260K
|
954
$330K
|