Purchases and Sales Made in Q2 2022 in Lpl Financial Holdings Inc. (LPLA)
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 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
122+ 146.99% |
$20.4K - $26.7K
|
205
$68.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
113+ 1.45% |
$18.9K - $24.7K
|
7.89K
$2.64M
|
|
|
Jun 20, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
112+ 2.32% |
$18.8K - $24.5K
|
4.94K
$1.65M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
110New |
$18.4K - $24K
|
110
$36.8K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
104+ 162.5% |
$17.4K - $22.7K
|
168
$56.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
103+ 20.93% |
$17.3K - $22.5K
|
595
$199K
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
88+ 0.48% |
$14.7K - $19.2K
|
18.5K
$6.21M
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
86+ 7.54% |
$14.4K - $18.8K
|
1.23K
$411K
|
|
|
Jul 22, 2022
Q2 2022
|
Sumitomo Life Insurance CO
|
BUY
|
- |
84+ 1.07% |
$14.1K - $18.4K
|
7.92K
$2.65M
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
83New |
$13.9K - $18.1K
|
83
$27.8K
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
59New |
$9.88K - $12.9K
|
59
$19.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Bullseye Asset Management LLC
Denver, CO |
BUY
|
- |
54+ 0.24% |
$9.04K - $11.8K
|
22.8K
$7.63M
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
50New |
$8.37K - $10.9K
|
50
$16.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
46+ 0.28% |
$7.7K - $10.1K
|
16.7K
$5.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
46+ 3.95% |
$7.7K - $10.1K
|
1.21K
$406K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
44+ 880.0% |
$7.37K - $9.61K
|
49
$16.4K
|
|
|
Aug 15, 2022
Q2 2022
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
44+ 1.94% |
$7.37K - $9.61K
|
2.31K
$775K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
42+ 200.0% |
$7.03K - $9.18K
|
63
$21.1K
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
41+ 2.05% |
$6.87K - $8.96K
|
2.04K
$684K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
34+ 1.5% |
$5.69K - $7.43K
|
2.3K
$770K
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
33New |
$5.53K - $7.21K
|
33
$11.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
32New |
$5.36K - $6.99K
|
32
$10.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
32+ 58.18% |
$5.36K - $6.99K
|
87
$29.1K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
25New |
$4.19K - $5.46K
|
25
$8.37K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
25+ 2.92% |
$4.19K - $5.46K
|
881
$295K
|
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
24New |
$4.02K - $5.24K
|
24
$8.04K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
23+ 0.48% |
$3.85K - $5.03K
|
4.82K
$1.62M
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
21New |
$3.52K - $4.59K
|
21
$7.03K
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
21+ 1.31% |
$3.52K - $4.59K
|
1.62K
$544K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
19+ 100.0% |
$3.18K - $4.15K
|
38
$12.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15+ 48.39% |
$2.51K - $3.28K
|
46
$15.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
13New |
$2.18K - $2.84K
|
13
$4.35K
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
12New |
$2.01K - $2.62K
|
12
$4.02K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
12New |
$2.01K - $2.62K
|
12
$4.02K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
12+ 0.46% |
$2.01K - $2.62K
|
2.64K
$885K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
11+ 366.67% |
$1.84K - $2.4K
|
14
$4.69K
|
|
|
Feb 13, 2024
Q2 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
10+ 1.55% |
$1.67K - $2.19K
|
655
$219K
|
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
9New |
$1.51K - $1.97K
|
9
$3.01K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
9+ 34.62% |
$1.51K - $1.97K
|
35
$11.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
7+ 0.17% |
$1.17K - $1.53K
|
4.08K
$1.37M
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 20.0% |
$837 - $1.09K
|
30
$10K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 25.0% |
$670 - $874
|
20
$6.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
2+ 0.13% |
$335 - $437
|
1.5K
$503K
|
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
1+ 0.09% |
$167 - $219
|
1.18K
$394K
|
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1+ 0.06% |
$167 - $219
|
1.71K
$573K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.04% |
$167 - $219
|
2.32K
$778K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.12% |
$167 - $219
|
857
$287K
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1+ 0.03% |
$167 - $219
|
3.41K
$1.14M
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.15% |
$167 - $219
|
665
$223K
|
|
|
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|