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 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.27K- 30.34% |
$267K - $305K
|
2.92K
$1.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
395+ 4.59% |
$82.9K - $94.7K
|
9K
$3.34M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-279- 11.62% |
$58.6K - $66.9K
|
2.12K
$787K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
21New |
$4.41K - $5.04K
|
21
$7.79K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
471New |
$98.9K - $113K
|
471
$175K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
2+ 5.0% |
$420 - $480
|
42
$15.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-6.67K- 30.34% |
$1.4M - $1.6M
|
15.3K
$5.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
15New |
$3.15K - $3.6K
|
15
$5.57K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
1.11KNew |
$234K - $267K
|
1.11K
$413K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
18New |
$3.78K - $4.32K
|
18
$6.68K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.55K- 32.66% |
$325K - $371K
|
3.19K
$1.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12- 0.83% |
$2.52K - $2.88K
|
1.44K
$533K
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-1.27K- 10.48% |
$267K - $305K
|
10.8K
$4.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
750+ 37.5% |
$157K - $180K
|
2.75K
$1.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
6+ 1.36% |
$1.26K - $1.44K
|
446
$165K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-14- 63.64% |
$2.94K - $3.36K
|
8
$2.97K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.88KNew |
$604K - $690K
|
2.88K
$1.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
322New |
$67.6K - $77.2K
|
322
$119K
|
|
|
Jan 29, 2024
Q4 2023
|
Aquila Investment Management LLC
|
SELL
|
- |
-2K- 25.0% |
$420K - $480K
|
6K
$2.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-109- 1.75% |
$22.9K - $26.1K
|
6.12K
$2.27M
|
|
|
Jan 26, 2024
Q4 2023
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-2.3K- 28.79% |
$483K - $551K
|
5.69K
$2.11M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
52New |
$10.9K - $12.5K
|
52
$19.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.22KNew |
$256K - $293K
|
1.22K
$453K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
17New |
$3.57K - $4.08K
|
17
$6.31K
|
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-32- 3.08% |
$6.72K - $7.67K
|
1.01K
$374K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-10- 58.82% |
$2.1K - $2.4K
|
7
$2.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
36New |
$7.56K - $8.63K
|
36
$13.4K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-57- 71.25% |
$12K - $13.7K
|
23
$8.53K
|
|
| Q3 2023 | |||||||
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
88New |
$19.2K - $21.8K
|
88
$32.7K
|
|
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
893KNew |
$195M - $221M
|
893K
$331M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8New |
$1.75K - $1.98K
|
8
$2.97K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
6+ 0.16% |
$1.31K - $1.49K
|
3.8K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-7- 0.21% |
$1.53K - $1.73K
|
3.4K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
20KNew |
$4.37M - $4.95M
|
20K
$7.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-35- 3.16% |
$7.65K - $8.66K
|
1.07K
$399K
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
282New |
$61.6K - $69.8K
|
282
$105K
|
|
|
Nov 14, 2023
Q3 2023
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
583+ 1.67% |
$127K - $144K
|
35.6K
$13.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
79+ 7.81% |
$17.3K - $19.6K
|
1.09K
$404K
|
|
|
Nov 14, 2023
Q3 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-570- 39.75% |
$125K - $141K
|
864
$321K
|
|
|
Nov 14, 2023
Q3 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
43.4KNew |
$9.49M - $10.8M
|
43.4K
$16.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
865+ 34.99% |
$189K - $214K
|
3.34K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-1.72K- 23.97% |
$375K - $424K
|
5.44K
$2.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Phase 2 Partners, LLC
San Francisco, CA |
SELL
|
- |
-26.4K- 41.5% |
$5.76M - $6.52M
|
37.1K
$13.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.31KNew |
$286K - $324K
|
1.31K
$486K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5+ 17.86% |
$1.09K - $1.24K
|
33
$12.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
472New |
$103K - $117K
|
472
$175K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-165- 14.97% |
$36.1K - $40.8K
|
937
$348K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
103New |
$22.5K - $25.5K
|
103
$38.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
24New |
$5.24K - $5.94K
|
24
$8.91K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
231+ 770.0% |
$50.5K - $57.2K
|
261
$96.8K
|
|