Purchases and Sales Made in Q4 2024 in Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA) during Q4 2024. 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 14, 2025
Q4 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-400- 16.25% |
$91.9K - $134K
|
2.06K
$771K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-405- 17.78% |
$93.1K - $136K
|
1.87K
$701K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-411- 21.75% |
$94.5K - $138K
|
1.48K
$553K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-421- 4.79% |
$96.8K - $141K
|
8.37K
$3.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-441- 5.73% |
$101K - $148K
|
7.26K
$2.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-444- 5.57% |
$102K - $149K
|
7.53K
$2.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-452- 39.48% |
$104K - $152K
|
693
$259K
|
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-474- 0.92% |
$109K - $159K
|
51.1K
$19.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-500- 2.54% |
$115K - $168K
|
19.2K
$7.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-526- 30.85% |
$121K - $177K
|
1.18K
$441K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-544- 21.48% |
$125K - $183K
|
1.99K
$744K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-607- 4.89% |
$140K - $204K
|
11.8K
$4.42M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
SELL
|
- |
-670- 7.5% |
$154K - $225K
|
8.27K
$3.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-689- 8.1% |
$158K - $231K
|
7.81K
$2.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-700- 6.14% |
$161K - $235K
|
10.7K
$4M
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-700- 1.37% |
$161K - $235K
|
50.3K
$18.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-733- 2.7% |
$168K - $246K
|
26.4K
$9.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-767- 94.23% |
$176K - $258K
|
47
$17.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-773- 1.62% |
$178K - $260K
|
46.8K
$17.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-839- 48.67% |
$193K - $282K
|
885
$331K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-842- 32.99% |
$194K - $283K
|
1.71K
$640K
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-843- 20.66% |
$194K - $283K
|
3.24K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-878- 1.26% |
$202K - $295K
|
68.8K
$25.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-923- 36.58% |
$212K - $310K
|
1.6K
$599K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-944- 15.7% |
$217K - $317K
|
5.07K
$1.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-970- 22.28% |
$223K - $326K
|
3.38K
$1.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
SELL
|
- |
-971- 34.41% |
$223K - $326K
|
1.85K
$693K
|
|
|
Feb 13, 2025
Q4 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-981- 40.65% |
$225K - $330K
|
1.43K
$536K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-1.02K- 26.2% |
$234K - $342K
|
2.87K
$1.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.09K- 7.17% |
$251K - $367K
|
14.1K
$5.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-1.1K- 3.38% |
$253K - $370K
|
31.5K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.13K- 53.2% |
$260K - $379K
|
993
$372K
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.2K- 36.36% |
$276K - $403K
|
2.1K
$786K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1.24K- 26.35% |
$285K - $416K
|
3.46K
$1.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.26K- 14.56% |
$289K - $422K
|
7.38K
$2.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.26K- 42.31% |
$290K - $423K
|
1.72K
$643K
|
|
|
Feb 14, 2025
Q4 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-1.32K- 23.25% |
$302K - $442K
|
4.34K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.4K- 2.08% |
$322K - $471K
|
66.1K
$24.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.46K- 33.32% |
$336K - $491K
|
2.93K
$1.09M
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.48K- 5.34% |
$340K - $497K
|
26.3K
$9.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.53K- 43.97% |
$351K - $513K
|
1.95K
$728K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.56K- 30.76% |
$359K - $525K
|
3.52K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Brant Point Investment Management LLC
New York, NY |
SELL
|
- |
-1.65K- 6.61% |
$379K - $554K
|
23.3K
$8.73M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.71K- 40.87% |
$392K - $573K
|
2.47K
$924K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.73K- 8.42% |
$397K - $581K
|
18.8K
$7.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.77K- 7.64% |
$406K - $593K
|
21.4K
$7.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.84K- 5.08% |
$423K - $618K
|
34.4K
$12.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.88K- 11.28% |
$432K - $632K
|
14.8K
$5.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.93K- 2.75% |
$445K - $650K
|
68.4K
$25.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.14K- 99.91% |
$491K - $718K
|
2
$748
|