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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
909+ 22.79% |
$209K - $305K
|
4.9K
$1.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.1KNew |
$254K - $371K
|
1.1K
$410K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-689- 8.1% |
$158K - $231K
|
7.81K
$2.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
857New |
$197K - $288K
|
857
$318K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
281+ 6.35% |
$64.6K - $94.4K
|
4.71K
$1.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
676New |
$155K - $227K
|
676
$251K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4- 0.17% |
$919 - $1.34K
|
2.4K
$892K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.66K+ 149.64% |
$380K - $556K
|
2.76K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
13.9K+ 4.33% |
$3.2M - $4.68M
|
336K
$125M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-300- 21.43% |
$69K - $101K
|
1.1K
$408K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-85.7K- 71.47% |
$19.7M - $28.8M
|
34.2K
$12.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
702New |
$161K - $236K
|
702
$260K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
261+ 69.97% |
$60K - $87.7K
|
634
$235K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-93- 13.84% |
$21.4K - $31.2K
|
579
$215K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
336+ 2.17% |
$77.2K - $113K
|
15.8K
$5.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
286+ 1.34% |
$65.7K - $96.1K
|
21.7K
$8.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-86- 5.38% |
$19.8K - $28.9K
|
1.51K
$562K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
625+ 11.31% |
$144K - $210K
|
6.15K
$2.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
907KNew |
$208M - $305M
|
907K
$336M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
577+ 2.84% |
$133K - $194K
|
20.9K
$7.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
23+ 3.42% |
$5.29K - $7.73K
|
696
$258K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.38KNew |
$317K - $463K
|
1.38K
$512K
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
700+ 2.41% |
$161K - $235K
|
29.8K
$11.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-51- 0.83% |
$11.7K - $17.1K
|
6.07K
$2.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
84.3KNew |
$19.4M - $28.3M
|
84.3K
$31.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
5.61KNew |
$1.29M - $1.89M
|
5.61K
$2.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
134+ 7.99% |
$30.8K - $45K
|
1.81K
$672K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 8.0% |
$1.84K - $2.69K
|
108
$40.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
2.28K+ 58.81% |
$525K - $767K
|
6.17K
$2.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-16- 35.56% |
$3.68K - $5.37K
|
29
$10.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.46K- 33.32% |
$336K - $491K
|
2.93K
$1.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
70+ 7.41% |
$16.1K - $23.5K
|
1.02K
$377K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-193- 0.95% |
$44.4K - $64.8K
|
20.1K
$7.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Poplar Forest Capital LLC
|
SELL
|
- |
-7.3K- 21.91% |
$1.68M - $2.45M
|
26K
$9.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
692New |
$159K - $232K
|
692
$257K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
30+ 62.5% |
$6.9K - $10.1K
|
78
$28.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
641New |
$147K - $215K
|
641
$238K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-9- 5.23% |
$2.07K - $3.02K
|
163
$60.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
26+ 7.22% |
$5.98K - $8.73K
|
386
$143K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
43+ 45.26% |
$9.88K - $14.4K
|
138
$51.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
46New |
$10.6K - $15.5K
|
46
$17.1K
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
2K+ 1.7% |
$460K - $672K
|
120K
$44.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-4.2K- 20.29% |
$965K - $1.41M
|
16.5K
$6.12M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.72KNew |
$395K - $578K
|
1.72K
$638K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-127- 44.88% |
$29.2K - $42.7K
|
156
$57.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
818+ 77.32% |
$188K - $275K
|
1.88K
$696K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-4- 80.0% |
$919 - $1.34K
|
1
$371
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
69+ 1.23% |
$15.9K - $23.2K
|
5.66K
$2.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.53K- 43.97% |
$351K - $513K
|
1.95K
$722K
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
2+ 0.13% |
$460 - $672
|
1.54K
$572K
|