Purchases and Sales Made in Q3 2022 in Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.33KNew |
$229K - $310K
|
1.33K
$445K
|
|
|
Nov 08, 2022
Q3 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.32KNew |
$228K - $308K
|
1.32K
$442K
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
1.28K+ 62.54% |
$220K - $298K
|
3.32K
$1.11M
|
|
|
Nov 01, 2022
Q3 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
1.24KNew |
$214K - $289K
|
1.24K
$415K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.22K+ 0.85% |
$211K - $285K
|
144K
$48.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.19K+ 44.97% |
$205K - $277K
|
3.83K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
1.18K+ 42.85% |
$204K - $276K
|
3.94K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
1.18K+ 74.15% |
$203K - $275K
|
2.77K
$927K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.16K+ 27.76% |
$199K - $270K
|
5.32K
$1.78M
|
|
|
Nov 09, 2022
Q3 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.11K+ 40.28% |
$192K - $259K
|
3.87K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
1.1KNew |
$190K - $257K
|
1.1K
$369K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.1K+ 6.66% |
$190K - $256K
|
17.6K
$5.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.07K+ 44.18% |
$185K - $250K
|
3.49K
$1.17M
|
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
1.07K+ 59.54% |
$184K - $249K
|
2.86K
$958K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
1.06KNew |
$182K - $246K
|
1.06K
$354K
|
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
BUY
|
- |
1.01KNew |
$174K - $236K
|
1.01K
$338K
|
|
|
Nov 10, 2022
Q3 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.01K+ 44.22% |
$174K - $235K
|
3.28K
$1.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1KNew |
$173K - $234K
|
1K
$336K
|
|
|
Oct 06, 2022
Q3 2022
|
Act Advisors, Llc.
|
BUY
|
- |
1KNew |
$173K - $234K
|
1K
$336K
|
|
|
Oct 19, 2022
Q3 2022
|
Heron Bay Capital Management
|
BUY
|
- |
1K+ 5.83% |
$173K - $233K
|
18.2K
$6.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
993New |
$171K - $232K
|
993
$333K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
992+ 20.57% |
$171K - $231K
|
5.82K
$1.95M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
985+ 7.74% |
$170K - $230K
|
13.7K
$4.59M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
980+ 7.84% |
$169K - $229K
|
13.5K
$4.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
974+ 39.18% |
$168K - $227K
|
3.46K
$1.16M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
964+ 61.05% |
$166K - $225K
|
2.54K
$852K
|
|
|
Nov 14, 2022
Q3 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
958New |
$165K - $223K
|
958
$321K
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
957+ 19.76% |
$165K - $223K
|
5.8K
$1.94M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
953New |
$164K - $222K
|
953
$319K
|
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
930New |
$160K - $217K
|
930
$311K
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
929New |
$160K - $217K
|
929
$311K
|
|
|
Oct 20, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
929New |
$160K - $217K
|
929
$311K
|
|
|
Nov 14, 2022
Q3 2022
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
900+ 33.33% |
$155K - $210K
|
3.6K
$1.21M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
889+ 13.34% |
$153K - $207K
|
7.55K
$2.53M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
859+ 21.34% |
$148K - $200K
|
4.88K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
835+ 52.75% |
$144K - $195K
|
2.42K
$810K
|
|
|
Nov 02, 2022
Q3 2022
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
824+ 10.46% |
$142K - $192K
|
8.7K
$2.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Ossiam
Paris, I0 |
BUY
|
- |
763New |
$132K - $178K
|
763
$256K
|
|
|
Nov 14, 2022
Q3 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
736+ 23.77% |
$127K - $172K
|
3.83K
$1.28M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
716+ 23.19% |
$124K - $167K
|
3.8K
$1.27M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
673+ 20.1% |
$116K - $157K
|
4.02K
$1.35M
|
|
|
Nov 15, 2022
Q3 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
669+ 1.65% |
$115K - $156K
|
41.2K
$13.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
668+ 0.36% |
$115K - $156K
|
184K
$61.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
665+ 5.49% |
$115K - $155K
|
12.8K
$4.28M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
649+ 40.16% |
$112K - $151K
|
2.27K
$759K
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
605+ 7.68% |
$104K - $141K
|
8.49K
$2.84M
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
577+ 1.2% |
$99.5K - $135K
|
48.7K
$16.3M
|
|
|
Oct 12, 2022
Q3 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
575+ 4.22% |
$99.2K - $134K
|
14.2K
$4.75M
|
|
|
Oct 28, 2022
Q3 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
573+ 1.26% |
$98.9K - $134K
|
46.2K
$15.5M
|
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
558+ 27.49% |
$96.3K - $130K
|
2.59K
$867K
|