Purchases and Sales Made in Q1 2023 in Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-2.49K- 5.42% |
$478K - $637K
|
43.5K
$14.2M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.62K- 3.46% |
$503K - $670K
|
73.2K
$23.9M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.65K- 1.29% |
$508K - $677K
|
203K
$66.3M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.67K- 0.13% |
$512K - $682K
|
2.02M
$660M
|
|
|
May 12, 2023
Q1 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-2.69K- 1.41% |
$516K - $687K
|
187K
$61.3M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.69K- 12.51% |
$517K - $689K
|
18.8K
$6.16M
|
|
|
Apr 12, 2023
Q1 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.75K- 20.65% |
$527K - $702K
|
10.5K
$3.45M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.82K- 32.9% |
$541K - $720K
|
5.75K
$1.88M
|
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
SELL
|
- |
-2.99K- 1.65% |
$573K - $763K
|
178K
$58.1M
|
|
|
May 15, 2023
Q1 2023
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-3.07K- 38.38% |
$589K - $785K
|
4.93K
$1.61M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.13K- 42.78% |
$602K - $801K
|
4.19K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.31K- 18.11% |
$635K - $845K
|
14.9K
$4.89M
|
|
|
Oct 18, 2024
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-3.32K- 13.26% |
$638K - $850K
|
21.7K
$7.11M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-3.48K- 13.51% |
$668K - $889K
|
22.3K
$7.29M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-3.66K- 10.56% |
$702K - $935K
|
31K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-3.84K- 35.28% |
$737K - $982K
|
7.05K
$2.3M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.22K- 3.8% |
$809K - $1.08M
|
107K
$35M
|
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-4.33K- 14.89% |
$831K - $1.11M
|
24.7K
$8.09M
|
|
|
May 10, 2023
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-4.39K- 16.81% |
$843K - $1.12M
|
21.7K
$7.11M
|
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-4.48K- 4.83% |
$859K - $1.14M
|
88.2K
$28.9M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-4.55K- 52.13% |
$873K - $1.16M
|
4.18K
$1.37M
|
|
|
May 09, 2023
Q1 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-4.63K- 6.94% |
$889K - $1.18M
|
62.1K
$20.3M
|
|
|
May 04, 2023
Q1 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-4.67K- 72.61% |
$896K - $1.19M
|
1.76K
$576K
|
|
|
Apr 19, 2023
Q1 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-5.05K- 11.81% |
$969K - $1.29M
|
37.7K
$12.3M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.23K- 78.24% |
$1M - $1.34M
|
1.45K
$475K
|
|
|
Apr 26, 2023
Q1 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-5.25K- 33.91% |
$1.01M - $1.34M
|
10.2K
$3.34M
|
|
|
May 12, 2023
Q1 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-5.64K- 16.81% |
$1.08M - $1.44M
|
27.9K
$9.13M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-5.96K- 71.98% |
$1.14M - $1.52M
|
2.32K
$759K
|
|
|
Apr 20, 2023
Q1 2023
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-6K- 60.0% |
$1.15M - $1.53M
|
4K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-6.16K- 30.79% |
$1.18M - $1.57M
|
13.8K
$4.53M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.3K- 12.25% |
$1.21M - $1.61M
|
45.1K
$14.8M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.73K- 4.2% |
$1.29M - $1.72M
|
154K
$50.2M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-6.83K- 9.16% |
$1.31M - $1.75M
|
67.7K
$22.2M
|
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-6.95K- 13.92% |
$1.33M - $1.78M
|
43K
$14.1M
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-7.09K- 54.22% |
$1.36M - $1.81M
|
5.99K
$1.96M
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-7.52K- 35.74% |
$1.44M - $1.92M
|
13.5K
$4.42M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.53K- 30.02% |
$1.44M - $1.92M
|
17.5K
$5.74M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-7.7K- 71.3% |
$1.48M - $1.97M
|
3.1K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-7.79K- 2.95% |
$1.5M - $1.99M
|
256K
$83.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Reinhart Partners, Inc.
|
SELL
|
- |
-7.97K- 10.99% |
$1.53M - $2.04M
|
64.6K
$21.1M
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-8.01K- 32.51% |
$1.54M - $2.05M
|
16.6K
$5.44M
|
|
|
May 11, 2023
Q1 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-8.03K- 3.66% |
$1.54M - $2.05M
|
212K
$69.3M
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-8.09K- 54.85% |
$1.55M - $2.07M
|
6.66K
$2.18M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.13K- 76.28% |
$1.56M - $2.08M
|
2.53K
$827K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.24K- 1.91% |
$1.58M - $2.11M
|
424K
$139M
|
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-8.29K- 44.53% |
$1.59M - $2.12M
|
10.3K
$3.38M
|
|
|
Apr 28, 2023
Q1 2023
|
Iridian Asset Management LLC
|
SELL
|
- |
-8.68K- 14.33% |
$1.67M - $2.22M
|
51.9K
$17M
|
|
|
May 10, 2023
Q1 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-9.03K- 66.57% |
$1.73M - $2.31M
|
4.54K
$1.48M
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-9.59K- 1.79% |
$1.84M - $2.45M
|
525K
$172M
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-10.1KClosed |
$1.94M - $2.58M
|
0
$0
|