Purchases and Sales Made in Q3 2022 in Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
71+ 100.0% |
$12.2K - $16.6K
|
142
$46.5K
|
|
|
Oct 13, 2022
Q3 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
69+ 4.59% |
$11.9K - $16.1K
|
1.57K
$514K
|
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
69+ 2.03% |
$11.9K - $16.1K
|
3.47K
$1.13M
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
57New |
$9.83K - $13.3K
|
57
$18.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
42+ 1.34% |
$7.25K - $9.79K
|
3.18K
$1.04M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
41+ 22.28% |
$7.07K - $9.56K
|
225
$73.6K
|
|
|
Feb 21, 2023
Q3 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
41+ 3.69% |
$7.07K - $9.56K
|
1.15K
$377K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
40+ 36.36% |
$6.9K - $9.33K
|
150
$49.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
39+ 0.49% |
$6.73K - $9.09K
|
7.93K
$2.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
39+ 3.18% |
$6.73K - $9.09K
|
1.27K
$414K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
36New |
$6.21K - $8.4K
|
36
$11.8K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
33New |
$5.69K - $7.7K
|
33
$10.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
32New |
$5.52K - $7.46K
|
32
$10.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
28New |
$4.83K - $6.53K
|
28
$9.16K
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
24+ 0.32% |
$4.14K - $5.6K
|
7.55K
$2.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
24New |
$4.14K - $5.6K
|
24
$7.85K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
23+ 69.7% |
$3.97K - $5.36K
|
56
$18.3K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
22New |
$3.8K - $5.13K
|
22
$7.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
20+ 1.07% |
$3.45K - $4.66K
|
1.88K
$616K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
20+ 1.06% |
$3.45K - $4.66K
|
1.9K
$622K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
20+ 2.27% |
$3.45K - $4.66K
|
901
$295K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
19New |
$3.28K - $4.43K
|
19
$6.22K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
18+ 1.59% |
$3.11K - $4.2K
|
1.15K
$376K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
14+ 36.84% |
$2.42K - $3.26K
|
52
$17K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
13+ 6.34% |
$2.24K - $3.03K
|
218
$71.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
13+ 6.84% |
$2.24K - $3.03K
|
203
$66.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
13+ 3.21% |
$2.24K - $3.03K
|
418
$137K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
12New |
$2.07K - $2.8K
|
12
$3.93K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
12New |
$2.07K - $2.8K
|
12
$3.93K
|
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
BUY
|
- |
12+ 19.05% |
$2.07K - $2.8K
|
75
$24.5K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10+ 333.33% |
$1.73K - $2.33K
|
13
$4.25K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9New |
$1.55K - $2.1K
|
9
$2.94K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9New |
$1.55K - $2.1K
|
9
$2.94K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 17.39% |
$1.38K - $1.87K
|
54
$17.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
8New |
$1.38K - $1.87K
|
8
$2.62K
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
8+ 2.14% |
$1.38K - $1.87K
|
381
$125K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
6+ 9.52% |
$1.04K - $1.4K
|
69
$22.6K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
6+ 0.91% |
$1.04K - $1.4K
|
666
$218K
|
|
|
Nov 04, 2022
Q3 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.27% |
$863 - $1.17K
|
1.89K
$618K
|
|
|
Nov 14, 2022
Q3 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
4+ 0.32% |
$690 - $933
|
1.25K
$408K
|
|
|
Mar 22, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
4+ 0.08% |
$690 - $933
|
4.94K
$1.62M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4+ 30.77% |
$690 - $933
|
17
$5.56K
|
|
|
Nov 14, 2022
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
4+ 0.08% |
$690 - $933
|
4.94K
$1.62M
|
|
|
May 10, 2024
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
4+ 0.08% |
$690 - $933
|
4.94K
$1.62M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2+ 18.18% |
$345 - $466
|
13
$4.25K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 15.38% |
$345 - $466
|
15
$4.91K
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
2+ 0.17% |
$345 - $466
|
1.18K
$385K
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
2+ 0.13% |
$345 - $466
|
1.49K
$487K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1New |
$173 - $233
|
1
$327
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.12% |
$173 - $233
|
858
$281K
|