Purchases and Sales Made in Q4 2024 in Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA) during Q4 2024. 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 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-2.14K- 60.25% |
$492K - $719K
|
1.41K
$528K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-2.17K- 15.19% |
$499K - $729K
|
12.1K
$4.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-2.18K- 1.24% |
$500K - $731K
|
173K
$64.7M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-2.27K- 5.09% |
$522K - $763K
|
42.3K
$15.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-2.3K- 3.69% |
$529K - $773K
|
60K
$22.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-2.31K- 72.78% |
$532K - $777K
|
865
$324K
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-2.48K- 24.48% |
$569K - $832K
|
7.64K
$2.86M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.5K- 5.6% |
$575K - $840K
|
42.1K
$15.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.5K- 27.54% |
$575K - $840K
|
6.58K
$2.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-2.59K- 7.11% |
$594K - $869K
|
33.8K
$12.6M
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-2.61K- 3.44% |
$599K - $876K
|
73.1K
$27.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-2.95K- 6.67% |
$677K - $990K
|
41.2K
$15.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-2.98K- 18.83% |
$686K - $1M
|
12.9K
$4.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-3.01K- 26.59% |
$692K - $1.01M
|
8.31K
$3.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.26K- 20.86% |
$748K - $1.09M
|
12.4K
$4.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-3.37K- 70.34% |
$774K - $1.13M
|
1.42K
$531K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-3.42K- 44.95% |
$786K - $1.15M
|
4.19K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.45K- 82.42% |
$792K - $1.16M
|
735
$275K
|
|
|
Feb 12, 2025
Q4 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.55K- 8.43% |
$816K - $1.19M
|
38.6K
$14.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-3.72K- 84.8% |
$855K - $1.25M
|
667
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-4.01K- 52.28% |
$921K - $1.35M
|
3.66K
$1.37M
|
|
|
Feb 12, 2025
Q4 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-4.04K- 2.78% |
$927K - $1.36M
|
141K
$52.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-4.2K- 20.29% |
$965K - $1.41M
|
16.5K
$6.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.37K- 4.13% |
$1M - $1.47M
|
101K
$38M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.42K- 73.35% |
$1.02M - $1.49M
|
1.61K
$601K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-4.56K- 55.53% |
$1.05M - $1.53M
|
3.65K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-4.57K- 12.11% |
$1.05M - $1.53M
|
33.1K
$12.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-4.95K- 0.7% |
$1.14M - $1.66M
|
706K
$264M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.98K- 38.28% |
$1.14M - $1.67M
|
8.03K
$3M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-5.33K- 41.26% |
$1.22M - $1.79M
|
7.58K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-5.34K- 1.9% |
$1.23M - $1.79M
|
276K
$103M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-5.72K- 77.63% |
$1.32M - $1.92M
|
1.65K
$617K
|
|
|
Feb 10, 2025
Q4 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-5.94K- 50.0% |
$1.37M - $2M
|
5.95K
$2.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-6.21K- 78.86% |
$1.43M - $2.09M
|
1.66K
$623K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Europe (London) LLP
London, X0 |
SELL
|
- |
-6.28K- 16.85% |
$1.44M - $2.11M
|
31K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-6.56K- 0.39% |
$1.51M - $2.2M
|
1.67M
$625M
|
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-6.68K- 42.25% |
$1.53M - $2.24M
|
9.13K
$3.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.95K- 3.93% |
$1.6M - $2.34M
|
170K
$63.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Poplar Forest Capital LLC
|
SELL
|
- |
-7.3K- 21.91% |
$1.68M - $2.45M
|
26K
$9.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-7.94K- 1.63% |
$1.83M - $2.67M
|
478K
$179M
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-8.05K- 0.49% |
$1.85M - $2.71M
|
1.64M
$614M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-8.36K- 22.41% |
$1.92M - $2.81M
|
28.9K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-8.39K- 31.67% |
$1.93M - $2.82M
|
18.1K
$6.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.56K- 83.43% |
$1.97M - $2.88M
|
1.7K
$637K
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-8.96K- 82.48% |
$2.06M - $3.01M
|
1.9K
$713K
|
|
|
Feb 13, 2025
Q4 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-9.32K- 16.33% |
$2.14M - $3.13M
|
47.8K
$17.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Heron Bay Capital Management
|
SELL
|
- |
-10.5K- 10.96% |
$2.42M - $3.54M
|
85.6K
$32M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-10.6K- 5.42% |
$2.43M - $3.56M
|
185K
$69.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-10.9K- 37.25% |
$2.51M - $3.67M
|
18.4K
$6.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-11.2K- 20.5% |
$2.57M - $3.76M
|
43.4K
$16.2M
|