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 |
|---|---|---|---|---|---|---|---|
|
Dec 05, 2025
Q3 2025
|
Lynwood Price Capital Management LP
Austin, TX |
BUY
|
- |
5K+ 9.26% |
$1.66M - $2M
|
59K
$21.9M
|
|
|
Dec 03, 2025
Q3 2025
|
Severin Investments, LLC
St. Louis, MO |
BUY
|
- |
1.51KNew |
$502K - $602K
|
1.51K
$560K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-25- 3.48% |
$8.32K - $9.98K
|
694
$257K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-31- 0.44% |
$10.3K - $12.4K
|
7.04K
$2.61M
|
|
|
Nov 25, 2025
Q3 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1K- 50.0% |
$333K - $399K
|
1K
$371K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
40New |
$13.3K - $16K
|
40
$14.8K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
19New |
$6.32K - $7.58K
|
19
$7.04K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-14- 22.95% |
$4.66K - $5.59K
|
47
$17.4K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-12.7K- 81.53% |
$4.21M - $5.05M
|
2.87K
$1.06M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.2K+ 97.98% |
$2.06M - $2.47M
|
12.5K
$4.64M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
13+ 76.47% |
$4.32K - $5.19K
|
30
$11.1K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.56K- 86.89% |
$518K - $622K
|
235
$87.1K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-199- 11.73% |
$66.2K - $79.4K
|
1.5K
$555K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-159K- 80.98% |
$52.9M - $63.4M
|
37.3K
$13.8M
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-1.66K- 3.38% |
$553K - $663K
|
47.5K
$17.6M
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.99K- 29.88% |
$660K - $792K
|
4.66K
$1.73M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
159+ 28.39% |
$52.9K - $63.4K
|
719
$266K
|
|
|
Nov 17, 2025
Q3 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
6.58KNew |
$2.19M - $2.63M
|
6.58K
$2.44M
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
604+ 1.28% |
$201K - $241K
|
47.7K
$17.7M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
18New |
$5.99K - $7.18K
|
18
$6.67K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
407New |
$135K - $162K
|
407
$151K
|
|
|
Nov 14, 2025
Q3 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
17.8K+ 244.79% |
$5.92M - $7.1M
|
25.1K
$9.29M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-721- 15.06% |
$240K - $288K
|
4.07K
$1.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-174- 1.33% |
$57.9K - $69.4K
|
12.9K
$4.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
966K+ 1103.96% |
$321M - $385M
|
1.05M
$390M
|
|
|
Nov 14, 2025
Q3 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-4.11K- 7.03% |
$1.37M - $1.64M
|
54.4K
$20.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
1.02K+ 37.1% |
$339K - $407K
|
3.77K
$1.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
53+ 4.66% |
$17.6K - $21.1K
|
1.19K
$441K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.27K+ 9.42% |
$424K - $508K
|
14.8K
$5.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.28K+ 3.35% |
$1.09M - $1.31M
|
101K
$37.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-168- 63.88% |
$55.9K - $67K
|
95
$35.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Natixis
Paris, I0 |
BUY
|
- |
1.09K+ 129.03% |
$362K - $435K
|
1.93K
$716K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
40+ 28.17% |
$13.3K - $16K
|
182
$67.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
18K+ 195.02% |
$5.98M - $7.17M
|
27.2K
$10.1M
|
|
|
Nov 14, 2025
Q3 2025
|
2 Xideas Ag
Pfaffikon, V8 |
SELL
|
- |
-368- 1.89% |
$122K - $147K
|
19.1K
$7.07M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
101K+ 5.86% |
$33.7M - $40.4M
|
1.83M
$678M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
CALL |
3.3K+ 106.45% |
$1.1M - $1.32M
|
6.4K
$2.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
39+ 1.01% |
$13K - $15.6K
|
3.89K
$1.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Eminence Capital, LP
New York, NY |
BUY
|
- |
36K+ 6.53% |
$12M - $14.4M
|
588K
$218M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-169K- 51.4% |
$56.4M - $67.6M
|
160K
$59.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1.35K+ 51.76% |
$450K - $539K
|
3.96K
$1.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Lts One Management LP
|
BUY
|
- |
50KNew |
$16.6M - $20M
|
50K
$18.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.05K- 71.8% |
$683K - $819K
|
806
$299K
|
|
|
Nov 14, 2025
Q3 2025
|
Ghisallo Capital Management LLC
Greenwich, CT |
SELL
|
- |
-124K- 71.18% |
$41.1M - $49.3M
|
50K
$18.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-328- 2.58% |
$109K - $131K
|
12.4K
$4.58M
|
|
|
Nov 14, 2025
Q3 2025
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
13.9K+ 9.54% |
$4.62M - $5.54M
|
160K
$59.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-140K- 19.16% |
$46.5M - $55.7M
|
589K
$218M
|
|
|
Nov 14, 2025
Q3 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-7.22K- 1.62% |
$2.4M - $2.88M
|
438K
$162M
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
198+ 5.95% |
$65.9K - $79K
|
3.52K
$1.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.19K- 10.55% |
$728K - $873K
|
18.5K
$6.87M
|
|