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 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-26- 1.91% |
$5.98K - $8.73K
|
1.34K
$437K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-30- 0.61% |
$6.9K - $10.1K
|
4.86K
$1.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-30- 2.37% |
$6.9K - $10.1K
|
1.24K
$404K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-33- 1.22% |
$7.59K - $11.1K
|
2.68K
$875K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-48- 5.44% |
$11K - $16.1K
|
834
$273K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-49- 3.8% |
$11.3K - $16.5K
|
1.24K
$406K
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-50- 1.36% |
$11.5K - $16.8K
|
3.64K
$1.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-51- 0.83% |
$11.7K - $17.1K
|
6.07K
$1.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-52- 2.06% |
$12K - $17.5K
|
2.48K
$810K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-53- 35.57% |
$12.2K - $17.8K
|
96
$31.4K
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-58- 1.83% |
$13.3K - $19.5K
|
3.1K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-64- 7.32% |
$14.7K - $21.5K
|
810
$265K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-64- 0.97% |
$14.7K - $21.5K
|
6.57K
$2.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-64- 1.07% |
$14.7K - $21.5K
|
5.89K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-68- 1.2% |
$15.6K - $22.8K
|
5.58K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-70- 5.92% |
$16.1K - $23.5K
|
1.11K
$364K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-73- 10.67% |
$16.8K - $24.5K
|
611
$200K
|
|
|
Feb 07, 2025
Q4 2024
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-73- 0.02% |
$16.8K - $24.5K
|
458K
$150M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-80- 0.29% |
$18.4K - $26.9K
|
27.3K
$8.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-85- 3.03% |
$19.5K - $28.6K
|
2.72K
$890K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-86- 5.38% |
$19.8K - $28.9K
|
1.51K
$495K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-90- 6.16% |
$20.7K - $30.2K
|
1.37K
$448K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-93- 13.84% |
$21.4K - $31.2K
|
579
$189K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-94- 1.29% |
$21.6K - $31.6K
|
7.18K
$2.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-95- 16.99% |
$21.8K - $31.9K
|
464
$152K
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-96- 8.36% |
$22.1K - $32.2K
|
1.05K
$344K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-100- 0.64% |
$23K - $33.6K
|
15.5K
$5.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-104- 2.22% |
$23.9K - $34.9K
|
4.59K
$1.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-127- 44.88% |
$29.2K - $42.7K
|
156
$51K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-140- 11.09% |
$32.2K - $47K
|
1.12K
$367K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-150- 3.72% |
$34.5K - $50.4K
|
3.88K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-153- 8.11% |
$35.2K - $51.4K
|
1.73K
$567K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-154- 0.72% |
$35.4K - $51.7K
|
21.3K
$6.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-163- 16.68% |
$37.5K - $54.8K
|
814
$266K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-169- 0.59% |
$38.8K - $56.8K
|
28.3K
$9.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-181- 8.35% |
$41.6K - $60.8K
|
1.99K
$650K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-183- 15.63% |
$42.1K - $61.5K
|
988
$323K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-193- 0.95% |
$44.4K - $64.8K
|
20.1K
$6.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-198- 8.37% |
$45.5K - $66.5K
|
2.17K
$710K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-203- 18.03% |
$46.7K - $68.2K
|
923
$302K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-204- 20.82% |
$46.9K - $68.5K
|
776
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-216- 8.38% |
$49.6K - $72.6K
|
2.36K
$773K
|
|
|
Feb 14, 2025
Q4 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-220- 16.28% |
$50.6K - $73.9K
|
1.13K
$370K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-226- 22.2% |
$51.9K - $75.9K
|
792
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-235- 3.05% |
$54K - $78.9K
|
7.47K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-237- 4.6% |
$54.5K - $79.6K
|
4.92K
$1.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-253- 1.99% |
$58.2K - $85K
|
12.5K
$4.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-254- 14.78% |
$58.4K - $85.3K
|
1.47K
$479K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-257- 4.12% |
$59.1K - $86.3K
|
5.99K
$1.96M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-267- 3.45% |
$61.4K - $89.7K
|
7.47K
$2.44M
|