Purchases and Sales Made in Q2 2024 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 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 05, 2024 Q2 2024
Candriam S.C.A.

BUY
 -
1.84K
+ 29.28%
$471K - $531K
8.11K $2.72M
Jul 31, 2024 Q2 2024
Banque Cantonale Vaudoise

BUY
 -
1.83K
+ 40.06%
$470K - $530K
6.41K $2.15M
Aug 14, 2024 Q2 2024
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
1.81K
+ 31.73%
$464K - $523K
7.52K $2.52M
Aug 12, 2024 Q2 2024
Ae Wealth Management LLC

BUY
 -
1.76K
New
$451K - $508K
1.76K $589K
Jul 31, 2024 Q2 2024
Applied Finance Capital Management, LLC

San Juan, PR
BUY
 -
1.76K
New
$451K - $507K
1.76K $588K
Aug 05, 2024 Q2 2024
Private Advisor Group, LLC

BUY
 -
1.74K
+ 6.93%
$446K - $502K
26.8K $8.98M
Aug 01, 2024 Q2 2024
Heritage Family Offices, LLP

Scottsdale, AZ
BUY
 -
1.71K
New
$439K - $494K
1.71K $573K
Aug 02, 2024 Q2 2024
Belpointe Asset Management LLC

BUY
 -
1.7K
+ 86.34%
$436K - $491K
3.67K $1.23M
Jul 12, 2024 Q2 2024
Diversify Advisory Services, LLC

Sandy, UT
BUY
 -
1.7K
New
$435K - $490K
1.7K $568K
Sep 30, 2024 Q2 2024
Mattson Financial Services, LLC

Kentwood, MI
BUY
 -
1.61K
New
$413K - $466K
1.61K $540K
Aug 14, 2024 Q2 2024
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
1.49K
+ 130.76%
$382K - $430K
2.63K $880K
Aug 06, 2024 Q2 2024
Choreo, LLC

Minneapolis, MN
BUY
 -
1.47K
New
$378K - $426K
1.47K $494K
Aug 08, 2024 Q2 2024
Thoroughbred Financial Services, LLC

BUY
 -
1.36K
New
$348K - $393K
1.36K $455K
Aug 02, 2024 Q2 2024
Veriti Management LLC

BUY
 -
1.36K
New
$348K - $392K
1.36K $455K
Jul 26, 2024 Q2 2024
Hb Wealth Management, LLC

BUY
 -
1.22K
New
$313K - $353K
1.22K $409K
Aug 09, 2024 Q2 2024
Financiere Des Professionnels Fonds D,Investissement Inc.

Montreal, A8
BUY
 -
1.19K
+ 37.02%
$305K - $343K
4.4K $1.47M
Aug 09, 2024 Q2 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
1.19K
+ 291.4%
$304K - $343K
1.59K $534K
Aug 14, 2024 Q2 2024
Mirae Asset Global Etfs Holdings Ltd.

Central, K3
BUY
 -
1.18K
New
$303K - $341K
1.18K $395K
Aug 12, 2024 Q2 2024
Bridges Investment Management Inc

BUY
 -
1.15K
New
$294K - $332K
1.15K $384K
Jul 24, 2024 Q2 2024
Lri Investments, LLC

Palm Beach Gardens, FL
BUY
 -
1.14K
+ 2531.11%
$292K - $329K
1.18K $397K
Jul 24, 2024 Q2 2024
New York State Teachers Retirement System

BUY
 -
1.13K
+ 191.33%
$288K - $325K
1.71K $574K
Aug 14, 2024 Q2 2024
Pathstone Holdings, LLC

Englewood, NJ
BUY
 -
1.12K
+ 2.67%
$287K - $324K
43.2K $14.5M
Aug 30, 2024 Q2 2024
Brown Financial Advisors

Milford, OH
BUY
 -
1.11K
New
$285K - $321K
1.11K $372K
Jul 26, 2024 Q2 2024
Whittier Trust CO

BUY
 -
1.1K
+ 5.3%
$281K - $317K
21.8K $7.29M
Jul 16, 2024 Q2 2024
Foguth Wealth Management, Llc.

Brighton, MI
BUY
 -
1.08K
New
$278K - $313K
1.08K $363K
Jul 30, 2024 Q2 2024
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
1.03K
New
$263K - $296K
1.03K $344K
Jul 18, 2024 Q2 2024
Reinhart Partners, Inc.

BUY
 -
1.01K
+ 1.34%
$260K - $293K
76.8K $25.7M
Aug 02, 2024 Q2 2024
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
981
+ 49.82%
$252K - $283K
2.95K $988K
Aug 13, 2024 Q2 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
920
+ 10.2%
$236K - $266K
9.94K $3.33M
Jul 12, 2024 Q2 2024
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
880
New
$226K - $254K
880 $295K
Aug 14, 2024 Q2 2024
Teza Capital Management LLC

Chicago, IL
BUY
 -
831
New
$213K - $240K
831 $278K
Jul 18, 2024 Q2 2024
Portside Wealth Group, LLC

Provo, UT
BUY
 -
822
New
$211K - $237K
822 $275K
Aug 19, 2024 Q2 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
813
New
$208K - $235K
813 $272K
Aug 22, 2024 Q2 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
805
+ 5.9%
$206K - $233K
14.4K $4.84M
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
799
New
$205K - $231K
799 $268K
Aug 09, 2024 Q2 2024
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
799
New
$205K - $231K
799 $268K
Jul 19, 2024 Q2 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
798
+ 8.0%
$205K - $230K
10.8K $3.61M
Aug 14, 2024 Q2 2024
Kolinsky Wealth Management, LLC

Ramsey, NJ
BUY
 -
791
New
$203K - $228K
791 $265K
Aug 13, 2024 Q2 2024
Ossiam

Paris, I0
BUY
 -
773
+ 21.26%
$198K - $223K
4.41K $1.48M
Aug 06, 2024 Q2 2024
Wedbush Securities Inc

BUY
 -
773
New
$198K - $223K
773 $259K
Aug 13, 2024 Q2 2024
Vinva Investment Management LTD

Sydney, C3
BUY
 -
773
+ 38.42%
$198K - $223K
2.79K $933K
Aug 12, 2024 Q2 2024
Dynasty Wealth Management, LLC

St. Petersburg, FL
BUY
 -
757
+ 92.09%
$194K - $219K
1.58K $529K
Aug 13, 2024 Q2 2024
Ethic Inc.

New York, NY
BUY
 -
751
+ 14.56%
$193K - $217K
5.91K $1.98M
Aug 14, 2024 Q2 2024
De Burlo Group Inc

Boston, MA
BUY
 -
750
New
$192K - $217K
750 $251K
Aug 06, 2024 Q2 2024
Waddell & Associates, LLC

BUY
 -
746
New
$191K - $215K
746 $250K
Aug 14, 2024 Q2 2024
Advisors Asset Management, Inc.

Monument, CO
BUY
 -
738
+ 38.14%
$189K - $213K
2.67K $895K
Aug 14, 2024 Q2 2024
Corton Capital Inc.

Carrying Place, A6
BUY
 -
735
New
$188K - $212K
735 $246K
Jul 30, 2024 Q2 2024
Ifg Advisory, LLC

BUY
 -
733
New
$188K - $212K
733 $246K
Jul 31, 2024 Q2 2024
Catalytic Wealth Ria, LLC

Cambridge, MA
BUY
 -
728
New
$187K - $210K
728 $244K

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