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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-15.6K- 1.57% |
$3.01M - $4.4M
|
977K
$363M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
18.6K+ 2.38% |
$3.59M - $5.24M
|
801K
$297M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.37K+ 45.55% |
$265K - $387K
|
4.39K
$1.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
540+ 2076.92% |
$104K - $152K
|
566
$210K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-93- 8.37% |
$17.9K - $26.2K
|
1.02K
$378K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-6.82K- 15.8% |
$1.32M - $1.92M
|
36.3K
$13.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
1.34K+ 3.22% |
$259K - $378K
|
43K
$16M
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
5.65K+ 12.8% |
$1.09M - $1.59M
|
49.8K
$18.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.1K+ 4.23% |
$213K - $311K
|
27.2K
$10.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-847- 42.01% |
$163K - $239K
|
1.17K
$434K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-40- 36.36% |
$7.72K - $11.3K
|
70
$26K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.11K+ 27.86% |
$214K - $312K
|
5.08K
$1.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
16New |
$3.09K - $4.51K
|
16
$5.94K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-5.82K- 9.75% |
$1.12M - $1.64M
|
53.8K
$20M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.3K- 3.74% |
$2.37M - $3.47M
|
317K
$118M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.61K+ 116.9% |
$310K - $453K
|
2.98K
$1.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
4.14KNew |
$799K - $1.17M
|
4.14K
$1.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
898+ 20.92% |
$173K - $253K
|
5.19K
$1.93M
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-899- 91.73% |
$174K - $254K
|
81
$30.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
520+ 100.39% |
$100K - $147K
|
1.04K
$385K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-91- 6.26% |
$17.6K - $25.7K
|
1.36K
$506K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 66.67% |
$772 - $1.13K
|
10
$3.71K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
104+ 4.34% |
$20.1K - $29.3K
|
2.5K
$927K
|
|
|
Nov 04, 2024
Q3 2024
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-576- 0.13% |
$111K - $162K
|
458K
$170M
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
1.31KNew |
$253K - $370K
|
1.31K
$487K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
132New |
$25.5K - $37.2K
|
132
$49K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5- 27.78% |
$965 - $1.41K
|
13
$4.82K
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-2.31K- 66.67% |
$445K - $651K
|
1.15K
$428K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
18New |
$3.47K - $5.08K
|
18
$6.68K
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
25.4K+ 2.89% |
$4.91M - $7.18M
|
907K
$336M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-32- 17.68% |
$6.18K - $9.03K
|
149
$55.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
37+ 3.22% |
$7.14K - $10.4K
|
1.19K
$440K
|
|
|
Nov 01, 2024
Q3 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
38.6K+ 8.01% |
$7.45M - $10.9M
|
520K
$193M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
5New |
$965 - $1.41K
|
5
$1.86K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.1K- 14.48% |
$405K - $593K
|
12.4K
$4.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.14K- 31.1% |
$220K - $322K
|
2.53K
$939K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
124+ 16.85% |
$23.9K - $35K
|
860
$319K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
167New |
$32.2K - $47.1K
|
167
$62K
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
8.94KNew |
$1.73M - $2.52M
|
8.94K
$3.32M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-3- 0.3% |
$579 - $846
|
1.01K
$375K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-7- 7.78% |
$1.35K - $1.97K
|
83
$30.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-5- 9.26% |
$965 - $1.41K
|
49
$18.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-808- 32.15% |
$156K - $228K
|
1.71K
$633K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
4.13K+ 106.38% |
$798K - $1.17M
|
8.02K
$2.98M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.08K- 36.45% |
$209K - $306K
|
1.89K
$701K
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
400New |
$77.2K - $113K
|
400
$148K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5- 1.2% |
$965 - $1.41K
|
411
$153K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-25- 12.2% |
$4.83K - $7.05K
|
180
$66.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-7- 53.85% |
$1.35K - $1.97K
|
6
$2.23K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
1.66K+ 96.79% |
$320K - $468K
|
3.37K
$1.25M
|