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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-64- 0.97% |
$14.7K - $21.5K
|
6.57K
$2.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-64- 1.07% |
$14.7K - $21.5K
|
5.89K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-68- 1.2% |
$15.6K - $22.8K
|
5.58K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-70- 5.92% |
$16.1K - $23.5K
|
1.11K
$417K
|
|
|
Feb 07, 2025
Q4 2024
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-73- 0.02% |
$16.8K - $24.5K
|
458K
$172M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-73- 10.67% |
$16.8K - $24.5K
|
611
$229K
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-80- 0.29% |
$18.4K - $26.9K
|
27.3K
$10.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-85- 3.03% |
$19.5K - $28.6K
|
2.72K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-86- 5.38% |
$19.8K - $28.9K
|
1.51K
$567K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-90- 6.16% |
$20.7K - $30.2K
|
1.37K
$513K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-93- 13.84% |
$21.4K - $31.2K
|
579
$217K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-94- 1.29% |
$21.6K - $31.6K
|
7.18K
$2.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-95- 16.99% |
$21.8K - $31.9K
|
464
$174K
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-96- 8.36% |
$22.1K - $32.2K
|
1.05K
$394K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-100- 0.64% |
$23K - $33.6K
|
15.5K
$5.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-104- 2.22% |
$23.9K - $34.9K
|
4.59K
$1.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-127- 44.88% |
$29.2K - $42.7K
|
156
$58.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-140- 11.09% |
$32.2K - $47K
|
1.12K
$420K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-150- 3.72% |
$34.5K - $50.4K
|
3.88K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-153- 8.11% |
$35.2K - $51.4K
|
1.73K
$649K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-154- 0.72% |
$35.4K - $51.7K
|
21.3K
$7.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-163- 16.68% |
$37.5K - $54.8K
|
814
$305K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-169- 0.59% |
$38.8K - $56.8K
|
28.3K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-181- 8.35% |
$41.6K - $60.8K
|
1.99K
$743K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-183- 15.63% |
$42.1K - $61.5K
|
988
$370K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-193- 0.95% |
$44.4K - $64.8K
|
20.1K
$7.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-198- 8.37% |
$45.5K - $66.5K
|
2.17K
$812K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-203- 18.03% |
$46.7K - $68.2K
|
923
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-204- 20.82% |
$46.9K - $68.5K
|
776
$290K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-216- 8.38% |
$49.6K - $72.6K
|
2.36K
$884K
|
|
|
Feb 14, 2025
Q4 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-220- 16.28% |
$50.6K - $73.9K
|
1.13K
$423K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-226- 22.2% |
$51.9K - $75.9K
|
792
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-235- 3.05% |
$54K - $78.9K
|
7.47K
$2.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-237- 4.6% |
$54.5K - $79.6K
|
4.92K
$1.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-253- 1.99% |
$58.2K - $85K
|
12.5K
$4.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-254- 14.78% |
$58.4K - $85.3K
|
1.47K
$548K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-257- 4.12% |
$59.1K - $86.3K
|
5.99K
$2.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-279- 6.56% |
$64.1K - $93.7K
|
3.97K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Bullseye Asset Management LLC
Denver, CO |
SELL
|
- |
-279- 1.3% |
$64.1K - $93.7K
|
21.2K
$7.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-284- 4.05% |
$65.3K - $95.4K
|
6.73K
$2.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-287- 24.18% |
$66K - $96.4K
|
900
$337K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-300- 21.43% |
$69K - $101K
|
1.1K
$412K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-315- 7.67% |
$72.4K - $106K
|
3.79K
$1.42M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-318- 29.61% |
$73.1K - $107K
|
756
$283K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-319- 40.74% |
$73.3K - $107K
|
464
$174K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-340- 21.89% |
$78.1K - $114K
|
1.21K
$454K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-350- 10.26% |
$80.4K - $118K
|
3.06K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-352- 14.09% |
$80.9K - $118K
|
2.15K
$803K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-384- 11.57% |
$88.3K - $129K
|
2.93K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-395- 14.95% |
$90.8K - $133K
|
2.25K
$841K
|