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
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.13K- 53.2% |
$260K - $379K
|
993
$368K
|
|
|
Apr 28, 2025
Q4 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.18K- 7.44% |
$271K - $397K
|
14.7K
$5.44M
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.2K- 36.36% |
$276K - $403K
|
2.1K
$778K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1.24K- 26.35% |
$285K - $416K
|
3.46K
$1.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.26K- 14.56% |
$289K - $422K
|
7.38K
$2.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.26K- 42.31% |
$290K - $423K
|
1.72K
$636K
|
|
|
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
$1.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.4K- 2.08% |
$322K - $471K
|
66.1K
$24.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.46K- 33.32% |
$336K - $491K
|
2.93K
$1.08M
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.48K- 5.34% |
$340K - $497K
|
26.3K
$9.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.53K- 43.97% |
$351K - $513K
|
1.95K
$721K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.56K- 30.76% |
$359K - $525K
|
3.52K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Brant Point Investment Management LLC
New York, NY |
SELL
|
- |
-1.65K- 6.61% |
$379K - $554K
|
23.3K
$8.64M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.71K- 40.87% |
$392K - $573K
|
2.47K
$915K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.73K- 8.42% |
$397K - $581K
|
18.8K
$6.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.77K- 7.64% |
$406K - $593K
|
21.4K
$7.91M
|
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.77K- 36.55% |
$406K - $594K
|
3.07K
$1.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.84K- 5.08% |
$423K - $618K
|
34.4K
$12.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.88K- 11.28% |
$432K - $632K
|
14.8K
$5.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.93K- 2.75% |
$445K - $650K
|
68.4K
$25.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.14K- 99.91% |
$491K - $718K
|
2
$741
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-2.14K- 60.25% |
$492K - $719K
|
1.41K
$523K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-2.17K- 15.19% |
$499K - $729K
|
12.1K
$4.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-2.18K- 1.24% |
$500K - $731K
|
173K
$64.1M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-2.27K- 5.09% |
$522K - $763K
|
42.3K
$15.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-2.3K- 3.69% |
$529K - $773K
|
60K
$22.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-2.31K- 72.78% |
$532K - $777K
|
865
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-2.48K- 24.48% |
$569K - $832K
|
7.64K
$2.83M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.5K- 5.6% |
$575K - $840K
|
42.1K
$15.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.5K- 27.54% |
$575K - $840K
|
6.58K
$2.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-2.59K- 7.11% |
$594K - $869K
|
33.8K
$12.5M
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-2.61K- 3.44% |
$599K - $876K
|
73.1K
$27.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-2.95K- 6.67% |
$677K - $990K
|
41.2K
$15.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-2.98K- 18.83% |
$686K - $1M
|
12.9K
$4.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-3.01K- 26.59% |
$692K - $1.01M
|
8.31K
$3.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.26K- 20.86% |
$748K - $1.09M
|
12.4K
$4.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-3.37K- 70.34% |
$774K - $1.13M
|
1.42K
$526K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.4K- 32.69% |
$782K - $1.14M
|
7.01K
$2.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-3.42K- 44.95% |
$786K - $1.15M
|
4.19K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.45K- 82.42% |
$792K - $1.16M
|
735
$272K
|
|
|
Feb 12, 2025
Q4 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.55K- 8.43% |
$816K - $1.19M
|
38.6K
$14.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-3.72K- 84.8% |
$855K - $1.25M
|
667
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-4.01K- 52.28% |
$921K - $1.35M
|
3.66K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-4.04K- 2.78% |
$927K - $1.36M
|
141K
$52.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-4.2K- 20.29% |
$965K - $1.41M
|
16.5K
$6.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.37K- 4.13% |
$1M - $1.47M
|
101K
$37.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.42K- 73.35% |
$1.02M - $1.49M
|
1.61K
$595K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-4.56K- 55.53% |
$1.05M - $1.53M
|
3.65K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-4.57K- 12.11% |
$1.05M - $1.53M
|
33.1K
$12.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-4.95K- 0.7% |
$1.14M - $1.66M
|
706K
$262M
|