Purchases and Sales Made in Q2 2023 in Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-194- 2.27% |
$35.1K - $42.3K
|
8.35K
$2.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-197- 5.42% |
$35.6K - $42.9K
|
3.44K
$1.15M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-209- 31.71% |
$37.8K - $45.5K
|
450
$151K
|
|
|
Jul 28, 2023
Q2 2023
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-245- 2.7% |
$44.3K - $53.4K
|
8.83K
$2.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-250- 17.47% |
$45.2K - $54.5K
|
1.18K
$396K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-258- 2.26% |
$46.7K - $56.2K
|
11.2K
$3.74M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-264- 14.44% |
$47.8K - $57.5K
|
1.56K
$524K
|
|
|
Aug 11, 2023
Q2 2023
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-285- 0.06% |
$51.6K - $62.1K
|
482K
$161M
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-305- 4.87% |
$55.2K - $66.5K
|
5.95K
$1.99M
|
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-333- 3.57% |
$60.3K - $72.6K
|
8.99K
$3.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-354- 6.19% |
$64.1K - $77.1K
|
5.37K
$1.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-368- 11.99% |
$66.6K - $80.2K
|
2.7K
$904K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-381- 16.69% |
$68.9K - $83K
|
1.9K
$637K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-394- 4.08% |
$71.3K - $85.9K
|
9.26K
$3.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-397- 0.37% |
$71.8K - $86.5K
|
106K
$35.7M
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-436- 21.32% |
$78.9K - $95K
|
1.61K
$539K
|
|
|
Aug 04, 2023
Q2 2023
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-442- 22.82% |
$80K - $96.3K
|
1.5K
$501K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-443- 31.0% |
$80.2K - $96.5K
|
986
$330K
|
|
|
Aug 07, 2023
Q2 2023
|
Versor Investments LP
|
SELL
|
- |
-445- 13.03% |
$80.5K - $97K
|
2.97K
$995K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-464- 7.13% |
$84K - $101K
|
6.04K
$2.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-468- 24.34% |
$84.7K - $102K
|
1.46K
$487K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-489- 1.08% |
$88.5K - $107K
|
44.7K
$15M
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-518- 10.74% |
$93.7K - $113K
|
4.31K
$1.44M
|
|
|
Jul 27, 2023
Q2 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-562- 3.32% |
$102K - $122K
|
16.4K
$5.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-617- 17.47% |
$112K - $134K
|
2.91K
$976K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-664- 44.96% |
$120K - $145K
|
813
$272K
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-671Closed |
$121K - $146K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-700- 24.09% |
$127K - $153K
|
2.21K
$739K
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-700- 4.96% |
$127K - $153K
|
13.4K
$4.49M
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-705- 18.85% |
$128K - $154K
|
3.04K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-717- 14.75% |
$130K - $156K
|
4.14K
$1.39M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-779- 4.13% |
$141K - $170K
|
18.1K
$6.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-818- 9.65% |
$148K - $178K
|
7.66K
$2.56M
|
|
|
Jul 31, 2023
Q2 2023
|
Tobam
|
SELL
|
- |
-823- 3.54% |
$149K - $179K
|
22.4K
$7.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-851- 15.17% |
$154K - $185K
|
4.76K
$1.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-874- 32.11% |
$158K - $190K
|
1.85K
$619K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-891- 29.98% |
$161K - $194K
|
2.08K
$697K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-927- 33.23% |
$168K - $202K
|
1.86K
$624K
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-953- 4.28% |
$172K - $208K
|
21.3K
$7.14M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-994- 2.77% |
$180K - $217K
|
34.9K
$11.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-1.04K- 24.17% |
$187K - $226K
|
3.25K
$1.09M
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-1.05K- 30.01% |
$191K - $229K
|
2.46K
$823K
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.08K- 25.75% |
$195K - $234K
|
3.1K
$1.04M
|
|
|
Jul 25, 2023
Q2 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-1.2K- 10.62% |
$218K - $262K
|
10.1K
$3.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.22K- 6.29% |
$220K - $265K
|
18.1K
$6.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-1.24K- 17.39% |
$225K - $270K
|
5.89K
$1.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.28K- 13.82% |
$232K - $280K
|
8K
$2.68M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.3K- 2.91% |
$235K - $283K
|
43.4K
$14.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.31K- 16.05% |
$237K - $285K
|
6.84K
$2.29M
|
|
|
Aug 15, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.35K- 2.74% |
$243K - $293K
|
47.7K
$16M
|