Purchases and Sales Made in Q2 2022 in Lpl Financial Holdings Inc. (LPLA)

LPLA Quotes by TradingView

This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA) during Q2 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
Aug 05, 2022 Q2 2022
Wj Wealth Management, LLC

BUY
 -
2K
+ 100.0%
$335K - $437K
4K $1.34M
Aug 12, 2022 Q2 2022
Prudential PLC

London, England, X0
BUY
 -
1.95K
New
$326K - $425K
1.95K $652K
Aug 08, 2022 Q2 2022
Merit Financial Group, LLC

BUY
 -
1.89K
New
$316K - $413K
1.89K $633K
Aug 15, 2022 Q2 2022
Vestcor Inc

Fredericton, A3
BUY
 -
1.86K
New
$312K - $407K
1.86K $624K
Aug 12, 2022 Q2 2022
Capital Fund Management S.A.

Paris, I0
BUY
 -
1.84K
+ 10.64%
$308K - $401K
19.1K $6.4M
Jul 08, 2022 Q2 2022
Redpoint Investment Management Pty LTD

BUY
 -
1.83K
New
$306K - $400K
1.83K $613K
Jul 11, 2022 Q2 2022
Bms Financial Advisors, LLC

BUY
 -
1.79K
New
$300K - $392K
1.79K $600K
Sep 13, 2022 Q2 2022
Brown Advisory Inc

BUY
 -
1.7K
+ 78.25%
$284K - $370K
3.86K $1.29M
Aug 10, 2022 Q2 2022
Inspire Investing, LLC

Meridian, ID
BUY
 -
1.64K
New
$275K - $358K
1.64K $549K
Aug 12, 2022 Q2 2022
Seeyond

Paris, I0
BUY
 -
1.59K
New
$266K - $347K
1.59K $533K
Aug 17, 2022 Q2 2022
Advisory Research Inc

Chicago, IL
BUY
 -
1.58K
New
$265K - $346K
1.58K $530K
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
BUY
 -
1.58K
New
$264K - $345K
1.58K $529K
Aug 09, 2022 Q2 2022
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
1.58K
+ 25.42%
$264K - $345K
7.79K $2.61M
Aug 10, 2022 Q2 2022
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
1.56K
+ 272.95%
$262K - $342K
2.14K $716K
Jul 26, 2022 Q2 2022
Caprock Group, Inc.

BUY
 -
1.49K
New
$249K - $325K
1.49K $498K
Aug 12, 2022 Q2 2022
Kestra Advisory Services, LLC

BUY
 -
1.48K
+ 30.94%
$247K - $323K
6.25K $2.09M
Aug 15, 2022 Q2 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
1.37K
New
$229K - $299K
1.37K $458K
Aug 09, 2022 Q2 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1.35K
New
$226K - $295K
1.35K $452K
Aug 04, 2022 Q2 2022
Gerber Kawasaki Wealth & Investment Management

BUY
 -
1.34K
New
$225K - $294K
1.34K $450K
Aug 15, 2022 Q2 2022
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
1.32K
+ 1.59%
$221K - $288K
84.4K $28.3M
Aug 15, 2022 Q2 2022
Aquatic Capital Management LLC

Chicago, IL
BUY
 -
1.3K
New
$218K - $284K
1.3K $435K
Aug 15, 2022 Q2 2022
Two Sigma Securities, LLC

New York, NY
BUY
 -
1.27K
New
$212K - $277K
1.27K $424K
Aug 15, 2022 Q2 2022
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
1.23K
New
$206K - $268K
1.23K $411K
Aug 11, 2022 Q2 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
1.2K
New
$200K - $262K
1.2K $401K
Aug 12, 2022 Q2 2022
First Trust Advisors LP

Wheaton, IL
BUY
 -
1.2K
+ 0.88%
$200K - $261K
137K $45.8M
Aug 10, 2022 Q2 2022
Ethic Inc.

New York, NY
BUY
 -
1.19K
+ 62.01%
$198K - $259K
3.1K $1.04M
Aug 10, 2022 Q2 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
1.18K
+ 54.19%
$197K - $257K
3.35K $1.12M
Aug 12, 2022 Q2 2022
Blueshift Asset Management, LLC

Red Bank, NJ
BUY
 -
1.16K
New
$195K - $254K
1.16K $390K
Aug 11, 2022 Q2 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
1.13K
New
$189K - $247K
1.13K $379K
Jul 28, 2022 Q2 2022
Dgs Capital Management, LLC

BUY
 -
1.11K
New
$186K - $243K
1.11K $372K
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
1.06K
New
$178K - $232K
1.06K $355K
Aug 09, 2022 Q2 2022
Jump Financial, LLC

Chicago, IL
BUY
 -
1.06K
+ 57.08%
$178K - $232K
2.92K $977K
Oct 23, 2023 Q2 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
1.02K
+ 2.93%
$170K - $222K
35.6K $11.9M
Aug 02, 2022 Q2 2022
Banque Cantonale Vaudoise

BUY
 -
1K
New
$167K - $219K
1K $335K
Aug 11, 2022 Q2 2022
Alps Advisors Inc

Denver, CO
BUY
 -
985
+ 35.62%
$165K - $215K
3.75K $1.26M
Aug 10, 2022 Q2 2022
Nicholas Investment Partners, LP

Rancho Santa Fe, CA
BUY
 -
925
+ 12.38%
$155K - $202K
8.4K $2.81M
Aug 05, 2022 Q2 2022
M&T Bank Corp

BUY
 -
901
+ 22.29%
$151K - $197K
4.94K $1.66M
Apr 05, 2024 Q2 2022
E. Ohman J:Or Asset Management Ab

Stockholm, V7
BUY
 -
900
+ 32.14%
$151K - $197K
3.7K $1.24M
Aug 15, 2022 Q2 2022
Quantinno Capital Management LP

New York, NY
BUY
 -
886
+ 32.28%
$148K - $194K
3.63K $1.22M
Aug 02, 2022 Q2 2022
Asahi Life Asset Management Co., Ltd.

BUY
 -
860
New
$144K - $188K
860 $288K
Jul 19, 2022 Q2 2022
Commonwealth Equity Services, LLC

BUY
 -
788
+ 3.69%
$132K - $172K
22.1K $7.41M
Jul 12, 2022 Q2 2022
Aegon Asset Management Uk PLC

BUY
 -
687
+ 5.11%
$115K - $150K
14.1K $4.74M
Jul 28, 2022 Q2 2022
Arizona State Retirement System

BUY
 -
678
+ 3.13%
$114K - $148K
22.3K $7.48M
Jul 26, 2022 Q2 2022
Venture Visionary Partners LLC

BUY
 -
619
New
$104K - $135K
619 $207K
Aug 05, 2022 Q2 2022
Richard Pzena Pzena Investment Management LLC
BUY
 -
607
+ 41.43%
$102K - $133K
2.07K $694K
Aug 10, 2022 Q2 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
589
+ 109.68%
$98.6K - $129K
1.13K $377K
Aug 16, 2022 Q2 2022
Intrust Bank Na

Wichita, KS
BUY
 -
564
+ 46.15%
$94.5K - $123K
1.79K $598K
Aug 19, 2022 Q2 2022
Eagle Bay Advisors LLC

New York, NY
BUY
 -
558
+ 237.45%
$93.5K - $122K
793 $266K
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
552
+ 12.59%
$92.4K - $121K
4.94K $1.65M

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