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 06, 2023
Q3 2023
|
Versor Investments LP
|
BUY
|
- |
3.63K+ 122.15% |
$793K - $898K
|
6.6K
$2.21M
|
|
|
Feb 06, 2024
Q3 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
3.4KNew |
$743K - $842K
|
3.4K
$1.14M
|
|
|
Oct 26, 2023
Q3 2023
|
Emerald Advisers, LLC
|
BUY
|
- |
3.34KNew |
$730K - $826K
|
3.34K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
3.27KNew |
$715K - $810K
|
3.27K
$1.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.02K+ 9.21% |
$659K - $746K
|
35.7K
$12M
|
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
2.93KNew |
$640K - $725K
|
2.93K
$981K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
2.78K+ 52.1% |
$607K - $687K
|
8.1K
$2.71M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.77K+ 6.92% |
$606K - $687K
|
42.9K
$14.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.77K+ 11.96% |
$605K - $685K
|
25.9K
$8.68M
|
|
|
Nov 03, 2023
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
2.75KNew |
$600K - $680K
|
2.75K
$920K
|
|
|
Nov 14, 2023
Q3 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.72KNew |
$594K - $673K
|
2.72K
$911K
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Mar Capital Management, LLC
Miami, FL |
BUY
|
- |
2.66K+ 16.97% |
$581K - $658K
|
18.3K
$6.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
2.65K+ 129.6% |
$579K - $656K
|
4.69K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.64K+ 5.1% |
$577K - $654K
|
54.5K
$18.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
2.63K+ 7.3% |
$575K - $651K
|
38.7K
$13M
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
2.45KNew |
$536K - $607K
|
2.45K
$821K
|
|
|
Nov 13, 2023
Q3 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.43KNew |
$531K - $602K
|
2.43K
$814K
|
|
|
Nov 06, 2023
Q3 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
2.35KNew |
$514K - $582K
|
2.35K
$787K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.31K+ 14.92% |
$505K - $572K
|
17.8K
$5.96M
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.22K+ 81.24% |
$485K - $550K
|
4.96K
$1.66M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.2KNew |
$481K - $545K
|
2.2K
$738K
|
|
|
Nov 14, 2023
Q3 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
2.16KNew |
$471K - $534K
|
2.16K
$722K
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
2.03K+ 4.62% |
$442K - $501K
|
45.8K
$15.3M
|
|
|
Nov 29, 2023
Q3 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
2.02KNew |
$440K - $499K
|
2.02K
$675K
|
|
|
Oct 23, 2023
Q3 2023
|
Aquila Investment Management LLC
|
BUY
|
- |
2K+ 33.33% |
$437K - $495K
|
8K
$2.68M
|
|
|
Nov 07, 2023
Q3 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
2KNew |
$437K - $495K
|
2K
$670K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.98K+ 0.53% |
$432K - $489K
|
373K
$125M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.95K+ 104.73% |
$425K - $482K
|
3.81K
$1.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
1.83KNew |
$399K - $452K
|
1.83K
$612K
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.79K+ 26.18% |
$391K - $443K
|
8.63K
$2.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.78K+ 80.55% |
$388K - $440K
|
3.98K
$1.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.74K+ 8.65% |
$380K - $430K
|
21.8K
$7.31M
|
|
|
Nov 15, 2023
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
1.73KNew |
$377K - $427K
|
1.73K
$578K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.72K+ 38.22% |
$376K - $426K
|
6.23K
$2.09M
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.68K+ 60.27% |
$367K - $415K
|
4.46K
$1.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
1.58K+ 85.39% |
$345K - $391K
|
3.43K
$1.15M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.57K+ 3.86% |
$343K - $388K
|
42.2K
$14.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Yarbrough Capital, LLC
|
BUY
|
- |
1.48K+ 78.78% |
$324K - $367K
|
3.36K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.42K+ 612.07% |
$310K - $351K
|
1.65K
$553K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.37KNew |
$298K - $338K
|
1.37K
$458K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.36K+ 51.81% |
$297K - $336K
|
3.98K
$1.33M
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.36K+ 14.89% |
$296K - $335K
|
10.5K
$3.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.36KNew |
$296K - $335K
|
1.36K
$454K
|
|
|
Nov 13, 2023
Q3 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
1.34K+ 2.62% |
$293K - $332K
|
52.4K
$17.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
1.34KNew |
$292K - $331K
|
1.34K
$447K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.32K+ 8.41% |
$288K - $326K
|
17K
$5.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.31KNew |
$286K - $324K
|
1.31K
$439K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.31K+ 1.23% |
$285K - $323K
|
108K
$36.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.3K+ 3.77% |
$285K - $323K
|
35.9K
$12M
|
|
|
Nov 14, 2023
Q3 2023
|
Bamco Inc
New York, NY |
BUY
|
- |
1.27K+ 1.17% |
$278K - $315K
|
110K
$37M
|