Purchases and Sales Made in Q2 2024 in Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-441- 4.32% |
$113K - $127K
|
9.77K
$3.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-471- 27.84% |
$121K - $136K
|
1.22K
$409K
|
|
|
Aug 07, 2024
Q2 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-519- 1.06% |
$133K - $150K
|
48.5K
$16.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-525- 25.67% |
$135K - $152K
|
1.52K
$509K
|
|
|
Aug 06, 2024
Q2 2024
|
Oak Thistle LLC
|
SELL
|
- |
-526- 27.44% |
$135K - $152K
|
1.39K
$466K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-533- 6.05% |
$137K - $154K
|
8.28K
$2.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-560- 30.67% |
$144K - $162K
|
1.27K
$424K
|
|
|
Aug 14, 2024
Q2 2024
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-592- 6.66% |
$152K - $171K
|
8.3K
$2.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-599- 0.26% |
$154K - $173K
|
234K
$78.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-606- 1.61% |
$155K - $175K
|
37.1K
$12.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-615- 17.7% |
$158K - $178K
|
2.86K
$958K
|
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-642- 46.59% |
$165K - $185K
|
736
$247K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-663- 15.76% |
$170K - $191K
|
3.55K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-667- 9.49% |
$171K - $193K
|
6.37K
$2.13M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-667- 9.49% |
$171K - $193K
|
6.37K
$2.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-686- 2.71% |
$176K - $198K
|
24.6K
$8.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-704- 51.27% |
$181K - $203K
|
669
$224K
|
|
|
Aug 06, 2024
Q2 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-716- 22.17% |
$184K - $207K
|
2.51K
$842K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-731- 4.97% |
$187K - $211K
|
14K
$4.68M
|
|
|
Aug 08, 2024
Q2 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-747- 18.52% |
$192K - $216K
|
3.29K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-751- 69.28% |
$193K - $217K
|
333
$112K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-763- 34.42% |
$196K - $220K
|
1.45K
$487K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-773- 16.01% |
$198K - $223K
|
4.06K
$1.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-796- 16.87% |
$204K - $230K
|
3.92K
$1.31M
|
|
|
Aug 02, 2024
Q2 2024
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-884- 0.19% |
$227K - $255K
|
459K
$154M
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-889- 94.57% |
$228K - $257K
|
51
$17.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-900- 6.86% |
$231K - $260K
|
12.2K
$4.09M
|
|
|
Jul 25, 2024
Q2 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-900- 2.94% |
$231K - $260K
|
29.7K
$9.95M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-942- 6.1% |
$242K - $272K
|
14.5K
$4.86M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-950- 16.02% |
$244K - $274K
|
4.98K
$1.67M
|
|
|
Aug 15, 2024
Q2 2024
|
Bullseye Asset Management LLC
Denver, CO |
SELL
|
- |
-1K- 4.44% |
$256K - $289K
|
21.5K
$7.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-1.02K- 4.34% |
$262K - $295K
|
22.6K
$7.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-1.08K- 87.06% |
$278K - $313K
|
161
$53.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-1.14K- 1.15% |
$292K - $329K
|
97.5K
$32.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.17K- 3.15% |
$299K - $336K
|
35.8K
$12M
|
|
|
Jul 12, 2024
Q2 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-1.19K- 23.41% |
$305K - $343K
|
3.89K
$1.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.21K- 3.76% |
$311K - $350K
|
31K
$10.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-1.25K- 2.31% |
$320K - $361K
|
52.7K
$17.7M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.31K- 59.29% |
$336K - $379K
|
900
$301K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.38K- 55.44% |
$353K - $397K
|
1.11K
$370K
|
|
|
Aug 13, 2024
Q2 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-1.43K- 5.41% |
$367K - $414K
|
25.1K
$8.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.47K- 8.15% |
$377K - $425K
|
16.6K
$5.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-1.56K- 50.73% |
$399K - $450K
|
1.51K
$506K
|
|
|
Aug 14, 2024
Q2 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-1.56K- 3.0% |
$400K - $451K
|
50.5K
$16.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.6K- 60.17% |
$409K - $461K
|
1.06K
$354K
|
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.64K- 15.73% |
$422K - $475K
|
8.81K
$2.95M
|
|
|
Nov 06, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.86K- 0.95% |
$476K - $537K
|
193K
$64.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.86K- 19.48% |
$477K - $538K
|
7.7K
$2.58M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.88K- 15.43% |
$483K - $544K
|
10.3K
$3.45M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.95K- 34.73% |
$499K - $562K
|
3.66K
$1.22M
|