Latest Institutional Transactions on Lpl Financial Holdings Inc. (LPLA)
This table provides information on the latest institutional transactions involving Lpl Financial Holdings Inc. (LPLA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-65- 19.7% |
$18.4K - $25.3K
|
265
$99.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
1.3K+ 4.91% |
$368K - $506K
|
27.8K
$10.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-37- 0.2% |
$10.5K - $14.4K
|
18K
$6.75M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1.79K+ 136.87% |
$508K - $697K
|
3.1K
$1.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4+ 33.33% |
$1.13K - $1.56K
|
16
$5.99K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-228- 7.86% |
$64.6K - $88.7K
|
2.67K
$1M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-406- 19.34% |
$115K - $158K
|
1.69K
$634K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 50.0% |
$567 - $778
|
6
$2.25K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-225- 1.09% |
$63.7K - $87.5K
|
20.4K
$7.62M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.09K- 56.3% |
$308K - $422K
|
843
$316K
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-200- 12.5% |
$56.7K - $77.8K
|
1.4K
$524K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3+ 150.0% |
$850 - $1.17K
|
5
$1.87K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.84KNew |
$804K - $1.1M
|
2.84K
$1.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 100.0% |
$567 - $778
|
4
$1.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-67- 8.54% |
$19K - $26.1K
|
718
$269K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
232+ 16.29% |
$65.7K - $90.2K
|
1.66K
$620K
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
73+ 11.66% |
$20.7K - $28.4K
|
699
$262K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
157+ 8.19% |
$44.5K - $61.1K
|
2.08K
$777K
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
651New |
$184K - $253K
|
651
$244K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
380+ 11.37% |
$108K - $148K
|
3.72K
$1.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
957+ 44.89% |
$271K - $372K
|
3.09K
$1.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-8.9K- 50.94% |
$2.52M - $3.46M
|
8.57K
$3.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
5+ 100.0% |
$1.42K - $1.94K
|
10
$3.74K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-23- 2.66% |
$6.52K - $8.95K
|
843
$316K
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-200- 2.56% |
$56.7K - $77.8K
|
7.6K
$2.85M
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-2- 0.17% |
$567 - $778
|
1.2K
$450K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2+ 0.25% |
$567 - $778
|
798
$299K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
94+ 5.11% |
$26.6K - $36.6K
|
1.94K
$724K
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
5.92KNew |
$1.68M - $2.3M
|
5.92K
$2.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18New |
$5.1K - $7K
|
18
$6.74K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-49- 6.82% |
$13.9K - $19.1K
|
669
$250K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-520- 38.43% |
$147K - $202K
|
833
$312K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.78K+ 1.35% |
$787K - $1.08M
|
208K
$78M
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
2.6K+ 11.82% |
$736K - $1.01M
|
24.6K
$9.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
33+ 2.03% |
$9.35K - $12.8K
|
1.66K
$622K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-92- 3.13% |
$26.1K - $35.8K
|
2.85K
$1.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-3- 75.0% |
$850 - $1.17K
|
1
$374
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
716New |
$203K - $278K
|
716
$268K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
3.89K+ 46.76% |
$1.1M - $1.51M
|
12.2K
$4.57M
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-3- 0.39% |
$850 - $1.17K
|
768
$288K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
3.32K+ 5.04% |
$941K - $1.29M
|
69.2K
$25.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
7+ 0.58% |
$1.98K - $2.72K
|
1.21K
$452K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
667New |
$189K - $259K
|
667
$250K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
12+ 1.26% |
$3.4K - $4.67K
|
968
$362K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
595New |
$169K - $231K
|
595
$223K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-150- 64.66% |
$42.5K - $58.3K
|
82
$30.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
381+ 5.27% |
$108K - $148K
|
7.61K
$2.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10K+ 29.93% |
$2.83M - $3.89M
|
43.4K
$16.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-12- 22.22% |
$3.4K - $4.67K
|
42
$15.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-25- 1.24% |
$7.08K - $9.72K
|
2K
$747K
|