Purchases and Sales Made in Q4 2023 in Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-35- 1.28% |
$7.35K - $8.39K
|
2.7K
$972K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-35- 6.39% |
$7.35K - $8.39K
|
513
$185K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-43- 89.58% |
$9.03K - $10.3K
|
5
$1.8K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-45- 8.91% |
$9.45K - $10.8K
|
460
$166K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-50- 8.8% |
$10.5K - $12K
|
518
$187K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-52- 26.8% |
$10.9K - $12.5K
|
142
$51.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-52- 3.15% |
$10.9K - $12.5K
|
1.6K
$576K
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-54- 3.3% |
$11.3K - $12.9K
|
1.58K
$570K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-55- 0.31% |
$11.5K - $13.2K
|
17.7K
$6.39M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-57- 71.25% |
$12K - $13.7K
|
23
$8.29K
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-57- 1.71% |
$12K - $13.7K
|
3.28K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-64- 2.1% |
$13.4K - $15.3K
|
2.98K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-65- 4.5% |
$13.6K - $15.6K
|
1.38K
$497K
|
|
|
Feb 14, 2024
Q4 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-66- 2.71% |
$13.9K - $15.8K
|
2.37K
$852K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-80- 4.75% |
$16.8K - $19.2K
|
1.6K
$578K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-81- 5.97% |
$17K - $19.4K
|
1.28K
$459K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-85- 17.14% |
$17.8K - $20.4K
|
411
$148K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-88- 2.31% |
$18.5K - $21.1K
|
3.72K
$1.34M
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-90- 0.58% |
$18.9K - $21.6K
|
15.3K
$5.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-90- 7.05% |
$18.9K - $21.6K
|
1.19K
$428K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-90- 1.34% |
$18.9K - $21.6K
|
6.62K
$2.39M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-94- 78.33% |
$19.7K - $22.5K
|
26
$9.37K
|
|
|
Jan 29, 2024
Q4 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-100- 0.27% |
$21K - $24K
|
37.3K
$13.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-100- 1.71% |
$21K - $24K
|
5.73K
$2.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-101- 9.4% |
$21.2K - $24.2K
|
974
$351K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-104- 1.67% |
$21.8K - $24.9K
|
6.13K
$2.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-109- 1.75% |
$22.9K - $26.1K
|
6.12K
$2.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-118- 1.72% |
$24.8K - $28.3K
|
6.73K
$2.43M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-118- 1.09% |
$24.8K - $28.3K
|
10.7K
$3.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-121- 7.92% |
$25.4K - $29K
|
1.41K
$507K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-122- 2.01% |
$25.6K - $29.3K
|
5.93K
$2.14M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-127- 11.59% |
$26.7K - $30.5K
|
969
$349K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-128- 10.89% |
$26.9K - $30.7K
|
1.05K
$377K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-140- 61.67% |
$29.4K - $33.6K
|
87
$31.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-140- 6.36% |
$29.4K - $33.6K
|
2.06K
$743K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-142- 30.74% |
$29.8K - $34K
|
320
$115K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-165- 7.47% |
$34.6K - $39.6K
|
2.05K
$737K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-165- 4.81% |
$34.6K - $39.6K
|
3.27K
$1.18M
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-183- 2.62% |
$38.4K - $43.9K
|
6.81K
$2.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-198- 6.69% |
$41.6K - $47.5K
|
2.76K
$994K
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-200- 1.28% |
$42K - $48K
|
15.5K
$5.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Future Fund LLC
Chicago, IL |
SELL
|
- |
-200- 13.76% |
$42K - $48K
|
1.25K
$452K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-225- 4.69% |
$47.2K - $53.9K
|
4.57K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-230- 80.99% |
$48.3K - $55.1K
|
54
$19.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-235- 2.79% |
$49.3K - $56.3K
|
8.17K
$2.95M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-241- 2.79% |
$50.6K - $57.8K
|
8.39K
$3.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
SELL
|
- |
-252- 5.06% |
$52.9K - $60.4K
|
4.73K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-259- 5.81% |
$54.4K - $62.1K
|
4.2K
$1.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-264- 3.4% |
$55.4K - $63.3K
|
7.5K
$2.7M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-279- 11.62% |
$58.6K - $66.9K
|
2.12K
$765K
|