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 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-60.9K- 0.84% |
$14M - $20.5M
|
7.22M
$2.36B
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-63.3K- 54.66% |
$14.5M - $21.3M
|
52.5K
$17.2M
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-65.4K- 7.21% |
$15M - $22M
|
841K
$275M
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-67.1K- 97.67% |
$15.4M - $22.5M
|
1.6K
$523K
|
|
Feb 13, 2025
Q4 2024
|
Surgo Cap Partners LP
New York, NY |
SELL
|
- |
-71.5K- 9.15% |
$16.4M - $24M
|
709K
$232M
|
|
Feb 14, 2025
Q4 2024
|
Junto Capital Management LP
New York, NY |
SELL
|
- |
-71.6K- 14.99% |
$16.5M - $24M
|
406K
$133M
|
|
Feb 14, 2025
Q4 2024
|
Samlyn Capital, LLC
New York, NY |
SELL
|
- |
-72.6K- 4.41% |
$16.7M - $24.4M
|
1.57M
$515M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-76K- 5.96% |
$17.5M - $25.5M
|
1.2M
$392M
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-76.5K- 33.67% |
$17.6M - $25.7M
|
151K
$49.3M
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-85.2K- 92.59% |
$19.6M - $28.6M
|
6.81K
$2.23M
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-85.7K- 71.47% |
$19.7M - $28.8M
|
34.2K
$11.2M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-86.5K- 31.72% |
$19.9M - $29.1M
|
186K
$60.9M
|
|
Jan 13, 2025
Q4 2024
|
Reinhart Partners, Inc.
|
SELL
|
- |
-91.4K- 72.07% |
$21M - $30.7M
|
35.4K
$11.6M
|
|
Feb 14, 2025
Q4 2024
|
Tybourne Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-95.4K- 55.25% |
$21.9M - $32.1M
|
77.3K
$25.3M
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-105K- 10.72% |
$24.1M - $35.2M
|
872K
$285M
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-108K- 41.4% |
$24.7M - $36.1M
|
152K
$49.8M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-120K- 28.52% |
$27.5M - $40.2M
|
300K
$98.2M
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-136K- 30.69% |
$31.2M - $45.7M
|
307K
$100M
|
|
Feb 14, 2025
Q4 2024
|
Southpoint Capital Advisors LP
New York, NY |
SELL
|
- |
-150K- 20.0% |
$34.5M - $50.4M
|
600K
$196M
|
|
Feb 14, 2025
Q4 2024
|
Darlington Partners Capital Management, LP
Greenbrae, CA |
SELL
|
- |
-161K- 14.67% |
$37.1M - $54.2M
|
938K
$307M
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-200K- 80.3% |
$45.9M - $67.1M
|
49K
$16M
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-203K- 58.02% |
$46.7M - $68.3M
|
147K
$48.1M
|
|
Feb 14, 2025
Q4 2024
|
Azora Capital LP
Miami, FL |
SELL
|
- |
-227K- 35.33% |
$52.3M - $76.4M
|
416K
$136M
|
|
Feb 13, 2025
Q4 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-247K- 40.67% |
$56.8M - $83M
|
361K
$118M
|
|
Feb 14, 2025
Q4 2024
|
Stephen Mandel
Lone Pine Capital LLC | Greenwich, Ct
|
SELL
|
- |
-257K- 11.81% |
$59.2M - $86.5M
|
1.92M
$629M
|
|
Feb 14, 2025
Q4 2024
|
Hmi Capital Management, L.P.
San Francisco, CA |
SELL
|
- |
-291K- 42.06% |
$67M - $97.9M
|
401K
$131M
|
|
Feb 14, 2025
Q4 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-311K- 69.36% |
$71.6M - $105M
|
138K
$45M
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-312K- 55.74% |
$71.7M - $105M
|
248K
$81M
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-353K- 57.26% |
$81.1M - $118M
|
263K
$86.1M
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-359K- 41.6% |
$82.5M - $121M
|
504K
$165M
|
|
Feb 14, 2025
Q4 2024
|
Eminence Capital, LP
New York, NY |
SELL
|
- |
-519K- 48.18% |
$119M - $174M
|
559K
$183M
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-981K- 98.99% |
$225M - $330M
|
10K
$3.28M
|