Purchases and Sales Made in Q3 2021 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 Q3 2021. 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
Oct 08, 2021 Q3 2021
F Dx Advisors, Inc.

BUY
 -
2.37K
+ 30.79%
$302K - $381K
10.1K $3.32M
Nov 10, 2021 Q3 2021
Us Bancorp \De\

BUY
 -
2.37K
+ 4.35%
$302K - $381K
56.7K $18.7M
Nov 09, 2021 Q3 2021
Teacher Retirement System Of Texas

Austin, TX
BUY
 -
2.34K
+ 22.42%
$298K - $377K
12.8K $4.22M
Nov 15, 2021 Q3 2021
Parallax Volatility Advisers, L.P.

San Francisco, CA
BUY
 -
2.27K
New
$290K - $366K
2.27K $751K
Nov 09, 2021 Q3 2021
L & S Advisors Inc

Los Angeles, CA
BUY
 -
2.2K
New
$281K - $354K
2.2K $727K
Oct 14, 2021 Q3 2021
Tributary Capital Management, LLC

BUY
 -
2.2K
+ 14.67%
$281K - $354K
17.2K $5.68M
Nov 15, 2021 Q3 2021
Townsquare Capital LLC

BUY
 -
2.15K
New
$274K - $346K
2.15K $709K
Nov 16, 2021 Q3 2021
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
2.02K
+ 5.85%
$257K - $325K
36.5K $12.1M
Nov 15, 2021 Q3 2021
Alphasimplex Group, LLC

Boston, MA
BUY
 -
2K
New
$255K - $323K
2K $661K
Oct 26, 2021 Q3 2021
Moody Lynn & Lieberson, LLC

BUY
 -
2K
New
$255K - $322K
2K $661K
Nov 10, 2021 Q3 2021
Clarkston Capital Partners, LLC

Bloomfield Hills, MI
BUY
 -
1.96K
+ 0.09%
$250K - $315K
2.29M $756M
Oct 29, 2021 Q3 2021
Janney Montgomery Scott LLC

BUY
 -
1.92K
+ 3.96%
$245K - $309K
50.3K $16.6M
Oct 25, 2021 Q3 2021
Cornerstone Investment Partners, LLC

BUY
 -
1.83K
New
$234K - $295K
1.83K $605K
Nov 15, 2021 Q3 2021
Jt Stratford LLC

Gainesville, GA
BUY
 -
1.68K
New
$215K - $271K
1.68K $556K
Oct 14, 2021 Q3 2021
Davenport & CO LLC

BUY
 -
1.68K
New
$214K - $271K
1.68K $555K
Nov 10, 2021 Q3 2021
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
1.66K
+ 7.41%
$212K - $267K
24.1K $7.95M
Nov 12, 2021 Q3 2021
Kwb Wealth

Redlands, CA
BUY
 -
1.66K
+ 6.05%
$212K - $267K
29K $9.6M
Nov 05, 2021 Q3 2021
Pennsylvania Capital Management Inc

BUY
 -
1.57K
New
$201K - $253K
1.57K $519K
Nov 15, 2021 Q3 2021
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
1.55K
New
$198K - $250K
1.55K $512K
Nov 15, 2021 Q3 2021
Riverpoint Wealth Management Holdings, LLC

BUY
 -
1.53K
New
$195K - $247K
1.53K $506K
Oct 19, 2021 Q3 2021
Sanchez Wealth Management Group

BUY
 -
1.5K
New
$191K - $241K
1.5K $494K
Nov 12, 2021 Q3 2021
Wealth Alliance

Mellville, NY
BUY
 -
1.48K
New
$188K - $238K
1.48K $487K
Oct 21, 2021 Q3 2021
Great Diamond Partners, LLC

BUY
 -
1.44K
New
$184K - $233K
1.44K $477K
Nov 15, 2021 Q3 2021
Northwestern Mutual Wealth Management CO

BUY
 -
1.44K
+ 3.02%
$183K - $231K
48.9K $16.2M
Nov 12, 2021 Q3 2021
Legacy Wealth Planning, LLC

BUY
 -
1.43K
New
$183K - $231K
1.43K $473K
Oct 18, 2021 Q3 2021
Symmetry Partners, LLC

BUY
 -
1.32K
New
$169K - $213K
1.32K $437K
Oct 25, 2021 Q3 2021
Sumitomo Mitsui Trust Holdings, Inc.

BUY
 -
1.32K
New
$169K - $213K
1.32K $436K
Oct 01, 2021 Q3 2021
Park National Corp

BUY
 -
1.29K
New
$164K - $207K
1.29K $425K
Nov 15, 2021 Q3 2021
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
1.28K
New
$163K - $206K
1.28K $422K
Oct 19, 2021 Q3 2021
Kestra Advisory Services, LLC

BUY
 -
1.14K
+ 34.81%
$146K - $184K
4.42K $1.46M
Nov 02, 2021 Q3 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
1.07K
+ 22.61%
$137K - $173K
5.83K $1.92M
Nov 10, 2021 Q3 2021
Oliver Luxxe Assets LLC

Gladstone, NJ
BUY
 -
1.07K
+ 7.22%
$136K - $172K
15.9K $5.24M
Nov 15, 2021 Q3 2021
Natixis Advisors, L.P.

Boston, MA
BUY
 -
1.06K
+ 1.78%
$136K - $171K
60.7K $20.1M
Nov 08, 2021 Q3 2021
Swiss National Bank

Zurich, V8
BUY
 -
1K
+ 0.57%
$128K - $161K
177K $58.4M
Nov 03, 2021 Q3 2021
Treasurer Of The State Of North Carolina

BUY
 -
969
+ 3.5%
$124K - $156K
28.7K $9.47M
Nov 10, 2021 Q3 2021
Bokf, Na

Tulsa, OK
BUY
 -
936
+ 5.07%
$119K - $151K
19.4K $6.41M
Nov 05, 2021 Q3 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
926
+ 3.36%
$118K - $149K
28.5K $9.42M
Nov 15, 2021 Q3 2021
Quantitative Investment Management, LLC

Charlottesville, VA
BUY
 -
905
+ 45.09%
$115K - $146K
2.91K $962K
Nov 12, 2021 Q3 2021
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
850
+ 44.29%
$108K - $137K
2.77K $915K
Nov 12, 2021 Q3 2021
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
846
+ 11.21%
$108K - $136K
8.39K $2.77M
Nov 15, 2021 Q3 2021
Mirae Asset Global Investments Co., Ltd.

BUY
 -
807
+ 12.0%
$103K - $130K
7.53K $2.49M
Nov 15, 2021 Q3 2021
Belpointe Asset Management LLC

BUY
 -
766
New
$97.7K - $123K
766 $253K
Feb 14, 2022 Q3 2021
State Of Wyoming

Cheyenne, WY
BUY
 -
766
New
$97.7K - $123K
766 $253K
Nov 02, 2021 Q3 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
760
+ 25.15%
$97K - $122K
3.78K $1.25M
Oct 14, 2021 Q3 2021
Ritholtz Wealth Management

BUY
 -
723
+ 31.75%
$92.2K - $116K
3K $991K
Nov 12, 2021 Q3 2021
Ci Investments Inc.

Toronto, A6
BUY
 -
704
+ 11.62%
$89.8K - $113K
6.76K $2.23M
Nov 10, 2021 Q3 2021
Knights Of Columbus Asset Advisors LLC

New Haven, CT
BUY
 -
689
+ 1.0%
$87.9K - $111K
69.6K $23M
Nov 16, 2021 Q3 2021
Kb Financial Partners, LLC

Princeton, NJ
BUY
 -
685
+ 20.78%
$87.4K - $110K
3.98K $1.32M
Nov 12, 2021 Q3 2021
Glenview Trust CO

Louisville, KY
BUY
 -
652
+ 25.16%
$83.2K - $105K
3.24K $1.07M

Track Institutional and Insider Activities on LPLA

Follow LPL Financial Holdings Inc. and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells LPLA shares.

Notify only if

Insider Trading

Get notified when an Lpl Financial Holdings Inc. insider buys or sells LPLA shares.

Notify only if

News

Receive news related to LPL Financial Holdings Inc.

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on LPLA