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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-11.7K- 57.85% |
$2.7M - $3.94M
|
8.55K
$3.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-11.9K- 39.91% |
$2.73M - $4M
|
17.9K
$6.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-12.5K- 2.78% |
$2.86M - $4.18M
|
435K
$163M
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-12.9K- 49.4% |
$2.96M - $4.33M
|
13.2K
$4.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-12.9K- 51.96% |
$2.97M - $4.34M
|
11.9K
$4.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-13.7K- 47.95% |
$3.15M - $4.6M
|
14.9K
$5.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-14.7K- 68.09% |
$3.38M - $4.93M
|
6.88K
$2.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-15.2K- 23.8% |
$3.49M - $5.1M
|
48.7K
$18.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-15.3K- 21.9% |
$3.51M - $5.13M
|
54.5K
$20.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-16.8K- 57.53% |
$3.85M - $5.63M
|
12.4K
$4.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.9K- 24.57% |
$3.89M - $5.69M
|
52K
$19.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.6K- 4.97% |
$4.05M - $5.93M
|
337K
$126M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-21.8K- 33.6% |
$5.01M - $7.32M
|
43.1K
$16.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-21.9K- 52.15% |
$5.04M - $7.37M
|
20.1K
$7.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-23K- 69.71% |
$5.29M - $7.73M
|
10K
$3.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-23.9K- 10.32% |
$5.5M - $8.04M
|
208K
$77.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-24.9K- 60.88% |
$5.72M - $8.36M
|
16K
$5.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-25.1K- 52.91% |
$5.78M - $8.44M
|
22.4K
$8.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-27.9K- 21.7% |
$6.42M - $9.38M
|
101K
$37.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Cobalt Capital Management, Inc.
Short Hills, NJ |
SELL
|
- |
-28K- 70.0% |
$6.44M - $9.41M
|
12K
$4.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-29.5K- 30.98% |
$6.78M - $9.91M
|
65.7K
$24.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-30.4K- 14.0% |
$7M - $10.2M
|
187K
$70M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-33.6K- 5.46% |
$7.72M - $11.3M
|
582K
$218M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-34.9K- 23.02% |
$8.02M - $11.7M
|
117K
$43.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Aviva PLC
|
SELL
|
- |
-35.7K- 44.17% |
$8.21M - $12M
|
45.1K
$16.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-36.6K- 14.45% |
$8.42M - $12.3M
|
217K
$81.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-36.9K- 79.04% |
$8.47M - $12.4M
|
9.77K
$3.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-38.9K- 18.18% |
$8.94M - $13.1M
|
175K
$65.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-40K- 27.07% |
$9.2M - $13.4M
|
108K
$40.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-43.9K- 29.6% |
$10.1M - $14.8M
|
105K
$39.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-45.6K- 16.36% |
$10.5M - $15.3M
|
233K
$87.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-46.4K- 29.43% |
$10.7M - $15.6M
|
111K
$41.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-46.7K- 59.33% |
$10.7M - $15.7M
|
32K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-48K- 20.25% |
$11M - $16.1M
|
189K
$70.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-48.9K- 80.94% |
$11.2M - $16.4M
|
11.5K
$4.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Iridian Asset Management LLC
|
SELL
|
- |
-53.9K- 65.11% |
$12.4M - $18.1M
|
28.9K
$10.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-60.9K- 0.84% |
$14M - $20.5M
|
7.22M
$2.7B
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-63.3K- 54.66% |
$14.5M - $21.3M
|
52.5K
$19.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-65.4K- 7.21% |
$15M - $22M
|
841K
$315M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-67.1K- 97.67% |
$15.4M - $22.5M
|
1.6K
$599K
|
|
|
Feb 13, 2025
Q4 2024
|
Surgo Cap Partners LP
New York, NY |
SELL
|
- |
-71.5K- 9.15% |
$16.4M - $24M
|
709K
$265M
|
|
|
Feb 14, 2025
Q4 2024
|
Junto Capital Management LP
New York, NY |
SELL
|
- |
-71.6K- 14.99% |
$16.5M - $24M
|
406K
$152M
|
|
|
Feb 14, 2025
Q4 2024
|
Samlyn Capital, LLC
New York, NY |
SELL
|
- |
-72.6K- 4.41% |
$16.7M - $24.4M
|
1.57M
$589M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-76K- 5.96% |
$17.5M - $25.5M
|
1.2M
$449M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-76.5K- 33.67% |
$17.6M - $25.7M
|
151K
$56.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-85.2K- 92.59% |
$19.6M - $28.6M
|
6.81K
$2.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-85.7K- 71.47% |
$19.7M - $28.8M
|
34.2K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-86.5K- 31.72% |
$19.9M - $29.1M
|
186K
$69.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Reinhart Partners, Inc.
|
SELL
|
- |
-91.4K- 72.07% |
$21M - $30.7M
|
35.4K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Tybourne Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-95.4K- 55.25% |
$21.9M - $32.1M
|
77.3K
$28.9M
|