Purchases and Sales Made in Q3 2023 in Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.09M+ 386.39% |
$456M - $516M
|
2.63M
$879M
|
|
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
893KNew |
$195M - $221M
|
893K
$299M
|
|
|
Nov 08, 2023
Q3 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
537K+ 1732.02% |
$117M - $133M
|
568K
$190M
|
|
|
Nov 09, 2023
Q3 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
357K+ 358.16% |
$78.1M - $88.4M
|
457K
$153M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
301KNew |
$65.7M - $74.4M
|
301K
$101M
|
|
|
Nov 13, 2023
Q3 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
238KNew |
$52M - $59M
|
238K
$79.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
229K+ 524.95% |
$50.1M - $56.8M
|
273K
$91.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
229KNew |
$50M - $56.7M
|
229K
$76.7M
|
|
|
Nov 14, 2023
Q3 2023
|
North Peak Capital Management, LLC
New York, NY |
BUY
|
- |
197KNew |
$43.1M - $48.8M
|
197K
$66.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
181K+ 63.75% |
$39.6M - $44.8M
|
465K
$156M
|
|
|
Nov 03, 2023
Q3 2023
|
Tom Gayner
Markel Corp
|
BUY
|
- |
174K+ 137.11% |
$38.1M - $43.1M
|
301K
$101M
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
172K+ 237.35% |
$37.6M - $42.6M
|
245K
$81.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
136K+ 6.2% |
$29.8M - $33.7M
|
2.33M
$782M
|
|
|
Nov 14, 2023
Q3 2023
|
Azora Capital LP
Miami, FL |
BUY
|
- |
96.7K+ 42.72% |
$21.1M - $23.9M
|
323K
$108M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
93K+ 59.63% |
$20.3M - $23M
|
249K
$83.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
91.1K+ 337.2% |
$19.9M - $22.5M
|
118K
$39.5M
|
|
|
Nov 16, 2023
Q3 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
85.7K+ 26.32% |
$18.7M - $21.2M
|
411K
$138M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
79.9K+ 3.87% |
$17.5M - $19.8M
|
2.15M
$719M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
79.6K+ 23.07% |
$17.4M - $19.7M
|
425K
$142M
|
|
|
Nov 14, 2023
Q3 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
72K+ 19.79% |
$15.7M - $17.8M
|
436K
$146M
|
|
|
Nov 06, 2023
Q3 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
71.4K+ 1187.65% |
$15.6M - $17.7M
|
77.5K
$25.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
66.4K+ 1.06% |
$14.5M - $16.4M
|
6.34M
$2.12B
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
62.4K+ 22.68% |
$13.6M - $15.5M
|
338K
$113M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
55.2K+ 25.71% |
$12.1M - $13.7M
|
270K
$90.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
54.4K+ 12.65% |
$11.9M - $13.5M
|
484K
$162M
|
|
|
Nov 14, 2023
Q3 2023
|
Interval Partners, LP
New York, NY |
BUY
|
- |
49.2K+ 137.01% |
$10.8M - $12.2M
|
85.2K
$28.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
49K+ 58.86% |
$10.7M - $12.1M
|
132K
$44.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
44.9K+ 458.31% |
$9.81M - $11.1M
|
54.7K
$18.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
43.4KNew |
$9.49M - $10.8M
|
43.4K
$14.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
39.2KNew |
$8.55M - $9.69M
|
39.2K
$13.1M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
37.9K+ 248.7% |
$8.29M - $9.39M
|
53.2K
$17.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
37.3K+ 138.37% |
$8.16M - $9.24M
|
64.3K
$21.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Rivermont Capital Management LP
New York, NY |
BUY
|
- |
36.7KNew |
$8.01M - $9.07M
|
36.7K
$12.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Employees Retirement System Of Texas
|
BUY
|
- |
36K+ 19.78% |
$7.87M - $8.91M
|
218K
$73M
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
35.4K+ 257.87% |
$7.73M - $8.76M
|
49.1K
$16.5M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
35.1K+ 6.59% |
$7.67M - $8.68M
|
568K
$190M
|
|
|
Nov 08, 2023
Q3 2023
|
Parnassus Investments, LLC
|
BUY
|
- |
31.6KNew |
$6.91M - $7.83M
|
31.6K
$10.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
31.4K+ 6.72% |
$6.86M - $7.77M
|
498K
$167M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
27.2K+ 1.59% |
$5.94M - $6.73M
|
1.74M
$582M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
26.9K+ 29.61% |
$5.88M - $6.67M
|
118K
$39.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
26.7K+ 448.56% |
$5.84M - $6.62M
|
32.7K
$11M
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
26K+ 75.34% |
$5.68M - $6.44M
|
60.5K
$20.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
25.7K+ 50.99% |
$5.62M - $6.37M
|
76.2K
$25.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Winmill & Co. Inc
Millbrook, NY |
BUY
|
- |
24.7KNew |
$5.39M - $6.1M
|
24.7K
$8.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Aviva PLC
|
BUY
|
- |
24.3K+ 56.51% |
$5.3M - $6M
|
67.2K
$22.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
19.3KNew |
$4.22M - $4.78M
|
19.3K
$6.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
17.8KNew |
$3.9M - $4.41M
|
17.8K
$5.97M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
17.4K+ 40.64% |
$3.79M - $4.3M
|
60.1K
$20.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Darlington Partners Capital Management, LP
Greenbrae, CA |
BUY
|
- |
17.1K+ 2.43% |
$3.75M - $4.24M
|
723K
$242M
|
|
|
Nov 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
BUY
|
- |
15.6K+ 26.95% |
$3.41M - $3.86M
|
73.5K
$24.6M
|