Companies / LPL Financial Holdings Inc. / Activity
Activity — LPL Financial Holdings Inc.
222 moves.
Top impactInsider · CEO movesInsider · biggest buysInsider · biggest sellsInstitution · biggest movesInstitution · new positions
| Date | Actor | Action | Security | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|---|
| Q1 2026 as of | Bank of New York Mellon Corp/The 13F manager | Add | Common stock | $5.55M | +18K +5.05% | 383,839 0.49% of shares | medium |
| Q3 2025 as of | Barclays PLC 13F manager | Add | Common stock | $5.05M | +15K +23.45% | 79,972 0.10% of shares | medium |
| Q2 2026 as of | Mitsubishi UFJ Asset Management Co., Ltd. 13F manager | Add | Common stock | $4.89M | +17K +22.27% | 95,357 0.12% of shares | low |
| Q4 2023 as of | Barclays PLC 13F manager | Add | Common stock | $4.70M | +21K +32.33% | 84,483 0.11% of shares | low |
| Q1 2026 as of | Nordea Investment Management AB 13F manager | Add | Common stock | $4.61M | +15K +192.65% | 23,503 0.03% of shares | low |
| Q2 2024 as of | Barclays PLC 13F manager | Trim | Common stock | $-4.30M | -15K -22.16% | 54,069 0.07% of shares | low |
| Q2 2026 as of | Mawer Investment Management Ltd. 13F manager | Add | Common stock | $4.12M | +15K +29.51% | 64,243 0.08% of shares | low |
| Q1 2023 as of | Barclays PLC 13F manager | Trim | Common stock | $-4.03M | -20K -30.48% | 45,391 0.06% of shares | low |
| Q1 2024 as of | Barclays PLC 13F manager | Trim | Common stock | $-3.97M | -15K -17.78% | 69,465 0.09% of shares | low |
| Q1 2026 as of | WCM Investment Management, LLC 13F manager | Add | Common stock | $3.88M | +13K +0.75% | 1,734,395 2.20% of shares | low |
| Q2 2026 as of | Deutsche Bank AG 13F manager | Add | Common stock | $3.87M | +14K +7.30% | 201,840 0.26% of shares | low |
| Q1 2026 as of | Marshall Wace, LLP 13F manager | Exit | Common stock | $-3.48M | -10K -100.00% | 0 | low |
| Q2 2026 as of | LPL Financial LLC 13F manager | Add | Common stock | $3.26M | +12K +8.59% | 146,208 0.19% of shares | low |
| Q4 2025 as of | Barclays PLC 13F manager | Add | Common stock | $3.15M | +9K +11.02% | 88,787 0.11% of shares | low |
| Q1 2026 as of | Nations Financial Group Inc, /Ia/ /Adv 13F manager | Trim | Common stock | $-3.08M | -10K -72.37% | 3,912 <0.01% of shares | low |
| Q1 2026 as of | BNP Paribas Financial Markets 13F manager | Add | Common stock | $3.02M | +10K +28.48% | 45,357 0.06% of shares | low |
| Q1 2026 as of | Argent Capital Management LLC 13F manager | Add | Common stock | $2.93M | +10K +50.86% | 28,855 0.04% of shares | low |
| Q1 2025 as of | Barclays PLC 13F manager | Trim | Common stock | $-2.92M | -9K -16.98% | 43,572 0.06% of shares | low |
| Q1 2026 as of | AQR Capital Management, LLC 13F manager | Add | Common stock | $2.85M | +9K +40.42% | 32,925 0.04% of shares | low |
| Q1 2026 as of | Hennessy Advisors Inc 13F manager | Exit | Common stock | $-2.71M | -8K -100.00% | 0 | low |
| Q1 2026 as of | Polar Asset Management Partners Inc. 13F manager | New | Common stock | $2.68M | +9K | 8,916 0.01% of shares | low |
| Q2 2026 as of | BTGP Boreas Fund LP - Series A 13F manager | Exit | Common stock | $-2.68M | -8K -100.00% | 0 | low |
| Q1 2026 as of | Prudential Financial Inc 13F manager | Trim | Common stock | $-2.37M | -8K -81.30% | 1,811 <0.01% of shares | low |
| Q3 2023 as of | Barclays PLC 13F manager | Add | Common stock | $2.32M | +10K +18.01% | 63,844 0.08% of shares | low |
| Q1 2026 as of | Thornburg Investment Management Inc 13F manager | Add | Common stock | $2.27M | +8K +25.59% | 37,010 0.05% of shares | low |
| Q1 2026 as of | Renaissance Technologies LLC 13F manager | Add | Common stock | $1.95M | +6K +5.68% | 120,540 0.15% of shares | low |
| Q2 2023 as of | Barclays PLC 13F manager | Add | Common stock | $1.89M | +9K +19.18% | 54,099 0.07% of shares | low |
| Q1 2026 as of | Campbell & CO Investment Adviser LLC 13F manager | New | Common stock | $1.85M | +6K | 6,166 <0.01% of shares | low |
| Q2 2024 as of | Danske Bank A/S 13F manager | Add | Common stock | $1.82M | +7K +8.38% | 84,184 0.11% of shares | low |
| Q1 2026 as of | Orion Porfolio Solutions, LLC 13F manager | Trim | Common stock | $-1.66M | -6K -57.05% | 4,156 <0.01% of shares | low |
| Q3 2024 as of | Danske Bank A/S 13F manager | Trim | Common stock | $-1.55M | -7K -7.93% | 77,506 0.10% of shares | low |
| Q1 2026 as of | Iridian Asset Management LLC/CT 13F manager | Add | Common stock | $1.54M | +5K +35.68% | 19,518 0.02% of shares | low |
| Q1 2026 as of | First Trust Advisors LP 13F manager | Trim | Common stock | $-1.50M | -5K -5.05% | 93,551 0.12% of shares | low |
| Q1 2026 as of | Bridgeway Capital Management, LLC 13F manager | Exit | Common stock | $-1.49M | -4K -100.00% | 0 | low |
| Q1 2026 as of | Oppenheimer Asset Management Inc. 13F manager | Trim | Common stock | $-1.48M | -5K -50.41% | 4,849 <0.01% of shares | low |
| Q4 2024 as of | Danske Bank A/S 13F manager | Trim | Common stock | $-1.39M | -4K -5.48% | 73,260 0.09% of shares | low |
| Q1 2026 as of | D L Carlson Investment Group Inc 13F manager | New | Common stock | $1.37M | +5K | 4,564 <0.01% of shares | low |
| Q4 2025 as of | Sanctuary Advisors, LLC 13F manager | Trim | Common stock | $-1.31M | -4K -19.36% | 15,254 0.02% of shares | low |
| Q1 2026 as of | Grantham, Mayo, Van Otterloo & Co. LLC 13F manager | Exit | Common stock | $-1.25M | -4K -100.00% | 0 | low |
| Q1 2026 as of | Whittier Trust Co 13F manager | Add | Common stock | $1.20M | +4K +11.19% | 40,451 0.05% of shares | low |
| Q1 2026 as of | University of TEXAS/TEXAS Am Investment Management Co 13F manager | Exit | Common stock | $-1.18M | -3K -100.00% | 0 | low |
| Q2 2026 as of | Wealthfront Advisers LLC 13F manager | Trim | Common stock | $-1.18M | -4K -65.41% | 2,208 <0.01% of shares | low |
| Q1 2026 as of | Walleye Trading LLC 13F manager | Exit | Common stock | $-1.15M | -3K -100.00% | 0 | low |
| Q3 2025 as of | Peak6 LLC 13F manager | Exit | Common stock | $-973.2K | -3K -100.00% | 0 | low |
| Q1 2026 as of | Peak6 LLC 13F manager | New | Common stock | $968.7K | +3K | 3,220 <0.01% of shares | low |
| Q1 2026 as of | Yorktown Management & Research Co Inc 13F manager | Trim | Common stock | $-959.6K | -3K -60.30% | 2,100 <0.01% of shares | low |
| Q1 2026 as of | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 13F manager | Trim | Common stock | $-943.7K | -3K -22.14% | 11,031 0.01% of shares | low |
| Q1 2026 as of | Brant Point Investment Management LLC 13F manager | Trim | Common stock | $-835.1K | -3K -13.38% | 17,964 0.02% of shares | low |
| Q2 2026 as of | Mml Investors Services, LLC 13F manager | Trim | Common stock | $-783.4K | -3K -14.75% | 16,070 0.02% of shares | low |
| Q2 2026 as of | OneDigital Investment Advisors LLC 13F manager | Trim | Common stock | $-779.4K | -3K -72.40% | 1,055 <0.01% of shares | low |