Purchases and Sales Made in Q3 2023 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 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 09, 2023 Q3 2023
Loomis Sayles & CO L P

BUY
 -
11
+ 44.0%
$2.4K - $2.72K
36 $12.1K
Nov 09, 2023 Q3 2023
Concorde Asset Management, LLC

BUY
 -
11
+ 0.41%
$2.4K - $2.72K
2.68K $899K
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
10
+ 0.26%
$2.18K - $2.48K
3.8K $1.27M
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
8
New
$1.75K - $1.98K
8 $2.68K
Oct 25, 2023 Q3 2023
Lindbrook Capital, LLC

BUY
 -
8
+ 0.95%
$1.75K - $1.98K
851 $285K
Oct 18, 2023 Q3 2023
Umb Bank, N.A.

BUY
 -
7
+ 3.72%
$1.53K - $1.73K
195 $65.3K
Nov 08, 2023 Q3 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
7
+ 0.63%
$1.53K - $1.73K
1.12K $375K
Nov 15, 2023 Q3 2023
Kb Financial Partners, LLC

Princeton, NJ
BUY
 -
6
+ 0.16%
$1.31K - $1.49K
3.8K $1.27M
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
6
+ 600.0%
$1.31K - $1.49K
7 $2.34K
Nov 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

BUY
 -
5
+ 17.86%
$1.09K - $1.24K
33 $11.1K
Jun 14, 2024 Q3 2023
Quent Capital, LLC

BUY
 -
5
+ 0.65%
$1.09K - $1.24K
775 $260K
Nov 13, 2023 Q3 2023
Parkside Financial Bank & Trust

BUY
 -
5
+ 6.25%
$1.09K - $1.24K
85 $28.5K
Oct 17, 2023 Q3 2023
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
3
+ 14.29%
$655 - $743
24 $8.04K
Nov 14, 2023 Q3 2023
Met Life Investment Management, LLC

Whippany, NJ
BUY
 -
2
+ 0.04%
$437 - $495
4.8K $1.61M
Oct 27, 2023 Q3 2023
Sanchez Wealth Management Group

BUY
 -
2
+ 0.13%
$437 - $495
1.58K $529K
Nov 09, 2023 Q3 2023
Greenleaf Trust

Kalamazoo, MI
BUY
 -
2
+ 0.11%
$437 - $495
1.9K $637K
Apr 29, 2024 Q3 2023
Met Life Investment Management, LLC

Whippany, NJ
BUY
 -
2
+ 0.04%
$437 - $495
4.8K $1.61M
Nov 02, 2023 Q3 2023
Tfo Tdc, LLC

BUY
 -
2
+ 66.67%
$437 - $495
5 $1.67K
Nov 08, 2023 Q3 2023
Huntington National Bank

Columbus, OH
BUY
 -
2
+ 2.99%
$437 - $495
69 $23.1K
Nov 13, 2023 Q3 2023
Hill Investment Group Partners, LLC

St. Louis, MO
BUY
 -
1
+ 0.11%
$218 - $248
924 $309K
Nov 03, 2023 Q3 2023
Winthrop Advisory Group LLC

BUY
 -
1
+ 0.0%
$218 - $248
20.9K $7.01M
Oct 19, 2023 Q3 2023
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
1
+ 0.07%
$218 - $248
1.35K $452K
Nov 06, 2023 Q3 2023
Xml Financial, LLC

BUY
 -
1
+ 0.05%
$218 - $248
2.21K $741K
Nov 13, 2023 Q3 2023
Asset Dedication, LLC

BUY
 -
1
+ 0.22%
$218 - $248
451 $151K
Oct 10, 2023 Q3 2023
Tsfg, LLC

BUY
 -
1
+ 0.12%
$218 - $248
861 $288K
Nov 26, 2024 Q3 2023
Erste Asset Management Gmb H

Vienna, C4
BUY
 -
0
New
$0 - $0
0 $0
Nov 08, 2023 Q3 2023
Bell Investment Advisors, Inc

Oakland, CA
SELL
 -
-4
- 6.56%
$874 - $990
57 $19.1K
Oct 11, 2023 Q3 2023
Mount Yale Investment Advisors, LLC

SELL
 -
-5
- 0.51%
$1.09K - $1.24K
981 $329K
Nov 14, 2023 Q3 2023
Colony Group LLC

Boston, MA
SELL
 -
-7
- 0.21%
$1.53K - $1.73K
3.4K $1.14M
Nov 15, 2023 Q3 2023
Castleark Management LLC

Chicago, IL
SELL
 -
-10
- 0.27%
$2.18K - $2.48K
3.68K $1.23M
Oct 27, 2023 Q3 2023
Whittier Trust CO Of Nevada Inc

SELL
 -
-14
- 5.81%
$3.06K - $3.47K
227 $76K
Oct 11, 2023 Q3 2023
Alera Investment Advisors, LLC

SELL
 -
-15
- 0.37%
$3.28K - $3.71K
4.05K $1.36M
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

SELL
 -
-18
- 2.21%
$3.93K - $4.46K
795 $266K
Nov 03, 2023 Q3 2023
Berger Financial Group, Inc

Plymouth, MN
SELL
 -
-19
- 2.06%
$4.15K - $4.7K
905 $303K
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

SELL
 -
-20
- 39.22%
$4.37K - $4.95K
31 $10.4K
Nov 07, 2023 Q3 2023
Blackhawk Capital Partners Llc.

Thiensville, WI
SELL
 -
-24
- 0.29%
$5.24K - $5.94K
8.38K $2.81M
Nov 14, 2023 Q3 2023
Ostrum Asset Management

Paris, I0
SELL
 -
-24
- 0.68%
$5.24K - $5.94K
3.48K $1.17M
May 09, 2024 Q3 2023
Met Life Investment Management, LLC

Whippany, NJ
SELL
 -
-29
- 0.6%
$6.34K - $7.18K
4.8K $1.61M
Nov 08, 2023 Q3 2023
Sheaff Brock Investment Advisors, LLC

SELL
 -
-29
- 0.37%
$6.34K - $7.18K
7.9K $2.65M
Oct 27, 2023 Q3 2023
Assetmark, Inc

SELL
 -
-33
- 8.55%
$7.21K - $8.17K
353 $118K
Nov 14, 2023 Q3 2023
Frontier Capital Management CO LLC

SELL
 -
-35
- 3.16%
$7.65K - $8.66K
1.07K $360K
Nov 14, 2023 Q3 2023
British Columbia Investment Management Corp

Victoria, A1
SELL
 -
-39
- 0.55%
$8.52K - $9.65K
7.06K $2.37M
Oct 24, 2023 Q3 2023
Foster & Motley Inc

Cincinnati, OH
SELL
 -
-46
- 3.61%
$10.1K - $11.4K
1.23K $412K
Nov 13, 2023 Q3 2023
Bessemer Group Inc

Woodbridge, NJ
SELL
 -
-47
- 1.54%
$10.3K - $11.6K
3.01K $1.01M
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-49
- 6.0%
$10.7K - $12.1K
767 $257K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

SELL
 -
-50
- 2.63%
$10.9K - $12.4K
1.85K $620K
Nov 13, 2023 Q3 2023
Thornburg Investment Management Inc

SELL
 -
-56
- 0.08%
$12.2K - $13.9K
72.3K $24.2M
Nov 09, 2023 Q3 2023
Skandinaviska Enskilda Banken Ab (Publ)

Stockholm, V7
SELL
 -
-62
- 0.39%
$13.5K - $15.3K
15.7K $5.25M
Nov 13, 2023 Q3 2023
King Luther Capital Management Corp

Fort Worth, TX
SELL
 -
-62
- 1.15%
$13.5K - $15.3K
5.32K $1.78M

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