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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Employees Retirement System Of Texas
|
BUY
|
- |
26.3K+ 16.87% |
$5.04M - $6.71M
|
182K
$65.6M
|
|
|
May 15, 2023
Q1 2023
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
26.1KNew |
$5.01M - $6.66M
|
26.1K
$9.39M
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
25.5K+ 38.55% |
$4.9M - $6.52M
|
91.7K
$33M
|
|
|
May 11, 2023
Q1 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
25.2K+ 21.23% |
$4.84M - $6.44M
|
144K
$51.8M
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
24.8K+ 300.71% |
$4.77M - $6.35M
|
33.1K
$11.9M
|
|
|
May 15, 2023
Q1 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
24.5KNew |
$4.7M - $6.26M
|
24.5K
$8.83M
|
|
|
May 15, 2023
Q1 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
24.4K+ 184.26% |
$4.69M - $6.25M
|
37.7K
$13.6M
|
|
|
May 15, 2023
Q1 2023
|
Azora Capital LP
Miami, FL |
BUY
|
- |
22.6K+ 8.71% |
$4.34M - $5.77M
|
282K
$102M
|
|
|
May 03, 2023
Q1 2023
|
Tobam
|
BUY
|
- |
21.9K+ 1648.05% |
$4.21M - $5.6M
|
23.2K
$8.38M
|
|
|
May 04, 2023
Q1 2023
|
Kbc Group Nv
|
BUY
|
- |
21.9K+ 84.77% |
$4.2M - $5.58M
|
47.6K
$17.2M
|
|
|
May 15, 2023
Q1 2023
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
20KNew |
$3.84M - $5.11M
|
20K
$7.21M
|
|
|
May 15, 2023
Q1 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
19.6KNew |
$3.76M - $5.01M
|
19.6K
$7.06M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
19.4K+ 921.79% |
$3.72M - $4.95M
|
21.5K
$7.74M
|
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
19.1K+ 31.64% |
$3.67M - $4.89M
|
79.6K
$28.7M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
17.8K+ 11.84% |
$3.41M - $4.54M
|
168K
$60.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
17.4K+ 7.85% |
$3.34M - $4.45M
|
239K
$86.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Tom Gayner
Markel Corp
|
BUY
|
- |
17K+ 633.68% |
$3.26M - $4.34M
|
19.7K
$7.09M
|
|
|
May 04, 2023
Q1 2023
|
Segantii Capital Management LTD
|
BUY
|
- |
16.5KNew |
$3.17M - $4.22M
|
16.5K
$5.94M
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
15.8K+ 40.72% |
$3.03M - $4.04M
|
54.6K
$19.7M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
15K+ 343.52% |
$2.87M - $3.82M
|
19.3K
$6.96M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.9K+ 3.58% |
$2.85M - $3.8M
|
430K
$155M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
13.4K+ 251.36% |
$2.58M - $3.43M
|
18.8K
$6.76M
|
|
|
May 11, 2023
Q1 2023
|
Thames Capital Management LLC
New York, NY |
BUY
|
- |
13KNew |
$2.5M - $3.33M
|
13K
$4.69M
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
13K+ 0.88% |
$2.49M - $3.32M
|
1.48M
$535M
|
|
|
Apr 10, 2023
Q1 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
12.8K+ 115.91% |
$2.46M - $3.28M
|
23.9K
$8.62M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.6K+ 573.78% |
$2.42M - $3.23M
|
14.8K
$5.34M
|
|
|
May 05, 2023
Q1 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
12.1KNew |
$2.32M - $3.09M
|
12.1K
$4.36M
|
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
11.4K+ 60.47% |
$2.2M - $2.93M
|
30.4K
$10.9M
|
|
|
May 12, 2023
Q1 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
10.9K+ 11.12% |
$2.09M - $2.79M
|
109K
$39.3M
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
10.4K+ 53.96% |
$2M - $2.66M
|
29.7K
$10.7M
|
|
|
May 12, 2023
Q1 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
10.4K+ 1.78% |
$1.99M - $2.65M
|
593K
$214M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.3K+ 114.56% |
$1.98M - $2.63M
|
19.3K
$6.96M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.1K+ 28.63% |
$1.94M - $2.59M
|
45.4K
$16.4M
|
|
|
May 15, 2023
Q1 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
9.96KNew |
$1.91M - $2.55M
|
9.96K
$3.59M
|
|
|
May 10, 2023
Q1 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
9.86K+ 22.29% |
$1.89M - $2.52M
|
54.1K
$19.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
9.63K+ 244.03% |
$1.85M - $2.46M
|
13.6K
$4.89M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
8.49K+ 505.3% |
$1.63M - $2.17M
|
10.2K
$3.66M
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
8.4K+ 840.0% |
$1.61M - $2.15M
|
9.4K
$3.39M
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
7.68K+ 70.16% |
$1.47M - $1.96M
|
18.6K
$6.71M
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
7.58K+ 8.47% |
$1.45M - $1.94M
|
97.1K
$35M
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
7.23KNew |
$1.39M - $1.85M
|
7.23K
$2.6M
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
7.13K+ 325.96% |
$1.37M - $1.82M
|
9.32K
$3.36M
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
6.73K+ 653.74% |
$1.29M - $1.72M
|
7.76K
$2.79M
|
|
|
May 12, 2023
Q1 2023
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
6.6KNew |
$1.27M - $1.69M
|
6.6K
$2.38M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.55K+ 19.12% |
$1.26M - $1.68M
|
40.8K
$14.7M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.48K+ 149.88% |
$1.24M - $1.65M
|
10.8K
$3.89M
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.13KNew |
$1.18M - $1.57M
|
6.13K
$2.21M
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
5.97KNew |
$1.15M - $1.52M
|
5.97K
$2.15M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
5.82K+ 597.64% |
$1.12M - $1.49M
|
6.79K
$2.45M
|
|
|
Apr 20, 2023
Q1 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
5.8K+ 40.73% |
$1.11M - $1.48M
|
20K
$7.22M
|