Purchases and Sales Made in Q1 2024 in Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
21+ 17.21% |
$4.85K - $5.75K
|
143
$46.8K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
20+ 5.17% |
$4.62K - $5.48K
|
407
$133K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
17+ 0.11% |
$3.92K - $4.65K
|
15.4K
$5.04M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
16+ 21.33% |
$3.69K - $4.38K
|
91
$29.8K
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
15+ 0.33% |
$3.46K - $4.11K
|
4.6K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
14+ 10.69% |
$3.23K - $3.83K
|
145
$47.4K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
13+ 260.0% |
$3K - $3.56K
|
18
$5.89K
|
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
13+ 0.16% |
$3K - $3.56K
|
8.17K
$2.67M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
13+ 10.4% |
$3K - $3.56K
|
138
$45.1K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
12+ 3.53% |
$2.77K - $3.29K
|
352
$115K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
12+ 5.69% |
$2.77K - $3.29K
|
223
$73K
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
12+ 14.81% |
$2.77K - $3.29K
|
93
$30.4K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11+ 91.67% |
$2.54K - $3.01K
|
23
$7.52K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
9+ 2.8% |
$2.08K - $2.46K
|
331
$108K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
7+ 15.56% |
$1.62K - $1.92K
|
52
$17K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
7New |
$1.62K - $1.92K
|
7
$2.29K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5+ 0.5% |
$1.15K - $1.37K
|
1.01K
$330K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
5+ 0.36% |
$1.15K - $1.37K
|
1.41K
$462K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5+ 1.86% |
$1.15K - $1.37K
|
274
$89.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
5+ 0.02% |
$1.15K - $1.37K
|
28.5K
$9.31M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5New |
$1.15K - $1.37K
|
5
$1.64K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
4New |
$923 - $1.1K
|
4
$1.31K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4New |
$923 - $1.1K
|
4
$1.31K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4+ 0.26% |
$923 - $1.1K
|
1.55K
$508K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
4New |
$923 - $1.1K
|
4
$1.31K
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
4+ 0.04% |
$923 - $1.1K
|
10.4K
$3.41M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 200.0% |
$923 - $1.1K
|
6
$1.96K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
3+ 0.34% |
$692 - $821
|
875
$286K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3New |
$692 - $821
|
3
$981
|
|
|
May 07, 2024
Q1 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
2+ 0.12% |
$462 - $548
|
1.65K
$539K
|
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
2+ 0.13% |
$462 - $548
|
1.54K
$502K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2+ 1.28% |
$462 - $548
|
158
$51.7K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2New |
$462 - $548
|
2
$654
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.22% |
$231 - $274
|
452
$148K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
1+ 0.05% |
$231 - $274
|
2.21K
$724K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 2.86% |
$231 - $274
|
36
$11.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$231 - $274
|
1
$327
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
1+ 0.11% |
$231 - $274
|
926
$303K
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1- 0.21% |
$231 - $274
|
475
$155K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-2- 0.01% |
$462 - $548
|
20.8K
$6.8M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-3- 50.0% |
$692 - $821
|
3
$981
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-4- 57.14% |
$923 - $1.1K
|
3
$981
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4- 17.39% |
$923 - $1.1K
|
19
$6.22K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-4- 1.03% |
$923 - $1.1K
|
386
$126K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6- 4.23% |
$1.38K - $1.64K
|
136
$44.5K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-8- 1.56% |
$1.85K - $2.19K
|
505
$165K
|
|
|
Jul 01, 2024
Q1 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-9- 11.84% |
$2.08K - $2.46K
|
67
$21.9K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-12- 0.81% |
$2.77K - $3.29K
|
1.47K
$480K
|