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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-46- 3.39% |
$8.88K - $13K
|
1.31K
$486K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.54% |
$193 - $282
|
66
$24.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
131+ 1.53% |
$25.3K - $37K
|
8.72K
$3.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 50.0% |
$193 - $282
|
3
$1.11K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
19New |
$3.67K - $5.36K
|
19
$7.05K
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-600- 33.33% |
$116K - $169K
|
1.2K
$445K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
92K+ 11516.9% |
$17.8M - $26M
|
92.8K
$34.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
303+ 1.95% |
$58.5K - $85.5K
|
15.9K
$5.89M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
50New |
$9.65K - $14.1K
|
50
$18.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
1.03K+ 4.72% |
$198K - $289K
|
22.8K
$8.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
495+ 4.18% |
$95.5K - $140K
|
12.3K
$4.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-171- 11.54% |
$33K - $48.2K
|
1.31K
$486K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
88+ 10.27% |
$17K - $24.8K
|
945
$351K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2- 11.11% |
$386 - $564
|
16
$5.94K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
288+ 5.08% |
$55.6K - $81.2K
|
5.96K
$2.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-60.5K- 15.36% |
$11.7M - $17.1M
|
334K
$124M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
5.81KNew |
$1.12M - $1.64M
|
5.81K
$2.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
830+ 7.71% |
$160K - $234K
|
11.6K
$4.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
187New |
$36.1K - $52.8K
|
187
$69.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-220K- 97.03% |
$42.5M - $62.2M
|
6.74K
$2.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.03KNew |
$199K - $290K
|
1.03K
$382K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
2+ 1.77% |
$386 - $564
|
115
$42.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
7+ 46.67% |
$1.35K - $1.97K
|
22
$8.16K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-38- 88.37% |
$7.33K - $10.7K
|
5
$1.86K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 5.26% |
$193 - $282
|
18
$6.68K
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3+ 0.19% |
$579 - $846
|
1.58K
$584K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
337New |
$65K - $95.1K
|
337
$125K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2KNew |
$386K - $564K
|
2K
$742K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-817- 17.86% |
$158K - $230K
|
3.76K
$1.39M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
1.64KNew |
$317K - $463K
|
1.64K
$610K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
146New |
$28.2K - $41.2K
|
146
$54.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
500+ 500.0% |
$96.5K - $141K
|
600
$223K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-44- 1.69% |
$8.49K - $12.4K
|
2.56K
$951K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-5.21K- 78.3% |
$1.01M - $1.47M
|
1.44K
$536K
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-22- 1.36% |
$4.25K - $6.21K
|
1.59K
$590K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
6+ 12.5% |
$1.16K - $1.69K
|
54
$20K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
732+ 15.11% |
$141K - $206K
|
5.58K
$2.07M
|
|
| Q2 2024 | |||||||
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
16+ 0.1% |
$4.1K - $4.62K
|
15.4K
$5.72M
|
|
|
Nov 08, 2024
Q2 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
2.3KNew |
$589K - $663K
|
2.3K
$852K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.11KNew |
$285K - $321K
|
1.11K
$412K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.31K- 59.29% |
$336K - $379K
|
900
$334K
|
|
|
Aug 15, 2024
Q2 2024
|
Bullseye Asset Management LLC
Denver, CO |
SELL
|
- |
-1K- 4.44% |
$256K - $289K
|
21.5K
$7.99M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-606- 1.61% |
$155K - $175K
|
37.1K
$13.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
76+ 6.69% |
$19.5K - $22K
|
1.21K
$450K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8New |
$2.05K - $2.31K
|
8
$2.97K
|
|
|
Aug 15, 2024
Q2 2024
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-34- 1.49% |
$8.72K - $9.82K
|
2.25K
$834K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
5+ 18.52% |
$1.28K - $1.44K
|
32
$11.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
133New |
$34.1K - $38.4K
|
133
$49.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Castle Hook Partners LP
New York, NY |
BUY
|
- |
76.1K+ 57.84% |
$19.5M - $22M
|
208K
$77.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-441- 4.32% |
$113K - $127K
|
9.77K
$3.62M
|
|