Latest Institutional Transactions on Lpl Financial Holdings Inc. (LPLA)

LPLA Quotes by TradingView

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 14, 2022 Q3 2022
Alpha Crest Capital Management LLC

New York, NY
BUY
 -
1.18K
+ 42.85%
$204K - $276K
3.94K $1.46M
Nov 14, 2022 Q3 2022
Zacks Investment Management

Chicago, IL
BUY
 -
930
New
$160K - $217K
930 $345K
Nov 14, 2022 Q3 2022
Stamina Capital Management LP

New York, NY
BUY
 -
11.3K
+ 47.58%
$1.95M - $2.64M
35.1K $13M
Nov 14, 2022 Q3 2022
Stamina Capital Management LP

New York, NY
BUY
 PUT
25K
New
$4.31M - $5.83M
25K $9.28M
Nov 14, 2022 Q3 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
28
New
$4.83K - $6.53K
28 $10.4K
Nov 10, 2022 Q3 2022
Legacy Wealth Planning, LLC

BUY
 -
20
+ 1.06%
$3.45K - $4.66K
1.9K $705K
Nov 10, 2022 Q3 2022
Jsf Financial, LLC

BUY
 -
2.73K
New
$472K - $638K
2.73K $1.01M
Nov 09, 2022 Q3 2022
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
32
New
$5.52K - $7.46K
32 $11.9K
Nov 09, 2022 Q3 2022
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
929
New
$160K - $217K
929 $345K
Nov 08, 2022 Q3 2022
Congress Asset Management CO

BUY
 -
1.6K
+ 11.35%
$276K - $373K
15.7K $5.82M
Nov 04, 2022 Q3 2022
Ssi Investment Management LLC

Los Angeles, CA
BUY
 -
5
+ 0.27%
$863 - $1.17K
1.89K $701K
Nov 04, 2022 Q3 2022
Western Wealth Management, LLC

BUY
 -
649
+ 40.16%
$112K - $151K
2.27K $840K
Nov 03, 2022 Q3 2022
Yhb Investment Advisors, Inc.

SELL
 -
-626
- 35.17%
$108K - $146K
1.15K $428K
Nov 03, 2022 Q3 2022
Bogart Wealth, LLC

BUY
 -
57
New
$9.83K - $13.3K
57 $21.1K
Nov 03, 2022 Q3 2022
Presidio Capital Management, LLC

BUY
 -
97
+ 8.81%
$16.7K - $22.6K
1.2K $445K
Oct 28, 2022 Q3 2022
Alta Advisers LTD

BUY
 -
300
New
$51.8K - $70K
300 $111K
Oct 27, 2022 Q3 2022
Money Concepts Capital Corp

BUY
 -
165
+ 90.66%
$28.5K - $38.5K
347 $129K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
530
New
$91.4K - $124K
530 $197K
Oct 25, 2022 Q3 2022
Cordatus Wealth Management LLC

Newtown, PA
SELL
 -
-6.12K
Closed
$1.06M - $1.43M
0 $0
Oct 25, 2022 Q3 2022
Balasa Dinverno & Foltz LLC

Itasca, IL
BUY
 -
1.54K
+ 49.58%
$266K - $359K
4.65K $1.73M
Oct 24, 2022 Q3 2022
Calamos Advisors LLC

SELL
 -
-6.6K
- 12.15%
$1.14M - $1.54M
47.7K $17.7M
Oct 21, 2022 Q3 2022
Selective Wealth Management, Inc.

BUY
 -
500
New
$86.3K - $117K
500 $186K
Oct 13, 2022 Q3 2022
Brookstone Capital Management

BUY
 -
1.06K
New
$182K - $246K
1.06K $392K
Oct 11, 2022 Q3 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
9
New
$1.55K - $2.1K
9 $3.34K
Oct 04, 2022 Q3 2022
Bowling Portfolio Management LLC

SELL
 -
-241
- 1.17%
$41.6K - $56.2K
20.4K $7.56M
Q2 2022
Aug 17, 2022 Q2 2022
Cordant, Inc.

Portland, OR
SELL
 -
-29
Closed
$4.86K - $6.34K
0 $0
Aug 16, 2022 Q2 2022
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
186
New
$31.2K - $40.6K
186 $69K
Aug 16, 2022 Q2 2022
Svb Wealth LLC

Boston, MA
BUY
 -
6.3K
New
$1.06M - $1.38M
6.3K $2.34M
Aug 15, 2022 Q2 2022
Brasada Capital Management, LP

Houston, TX
BUY
 -
3.5K
New
$586K - $765K
3.5K $1.3M
Aug 15, 2022 Q2 2022
Governors Lane LP

New York, NY
SELL
 CALL
-155K
- 88.57%
$26M - $33.9M
20K $7.42M
Aug 15, 2022 Q2 2022
Standard Family Office LLC

Sioux Falls, SD
BUY
 -
24
New
$4.02K - $5.24K
24 $8.91K
Aug 15, 2022 Q2 2022
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
SELL
 -
-674
Closed
$113K - $147K
0 $0
Aug 15, 2022 Q2 2022
Alua Capital Management LP

New York, NY
SELL
 -
-205K
Closed
$34.4M - $44.8M
0 $0
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
SELL
 -
-63
Closed
$10.6K - $13.8K
0 $0
Aug 15, 2022 Q2 2022
Jt Stratford LLC

Gainesville, GA
SELL
 -
-1.68K
Closed
$282K - $368K
0 $0
Aug 15, 2022 Q2 2022
Usa Financial Portformulas Corp

Ada, MI
SELL
 -
-1.28K
Closed
$214K - $279K
0 $0
Aug 12, 2022 Q2 2022
Natixis Investment Managers International

Paris, I0
BUY
 -
1.59K
New
$266K - $347K
1.59K $590K
Aug 12, 2022 Q2 2022
Hap Trading, LLC

New York, NY
BUY
 PUT
40K
New
$6.7M - $8.74M
40K $14.8M
Aug 12, 2022 Q2 2022
Toscafund Asset Management LLP

London, X0
SELL
 -
-117K
Closed
$19.5M - $25.5M
0 $0
Aug 12, 2022 Q2 2022
Callodine Capital Management, LP

Boston, MA
SELL
 -
-25K
Closed
$4.19M - $5.46M
0 $0
Aug 12, 2022 Q2 2022
Fayez Sarofim & CO

Houston, TX
SELL
 -
-1.6K
Closed
$268K - $350K
0 $0
Aug 12, 2022 Q2 2022
Corient Capital Partners, LLC

Newport Beach, CA
BUY
 -
302
+ 17.71%
$50.6K - $66K
2.01K $745K
Aug 12, 2022 Q2 2022
Freedman Financial Associates, Inc.

Peabody, MA
SELL
 -
-7.96K
Closed
$1.33M - $1.74M
0 $0
Aug 12, 2022 Q2 2022
Rafferty Asset Management, LLC

New York, NY
SELL
 -
-14.8K
- 36.89%
$2.47M - $3.23M
25.3K $9.38M
Aug 12, 2022 Q2 2022
Agf Investments Inc.

Toronto, A6
BUY
 -
15K
+ 3.75%
$2.51M - $3.28M
415K $154M
Aug 11, 2022 Q2 2022
Bank Of Montreal

Toronto, A6
BUY
 PUT
114K
New
$19.1M - $24.9M
114K $42.2M
Aug 10, 2022 Q2 2022
Ubs Group Ag

BUY
 CALL
3K
New
$502K - $656K
3K $1.11M
Aug 09, 2022 Q2 2022
Fermata Advisors, LLC

Sonoma, CA
SELL
 -
-1.18K
Closed
$197K - $258K
0 $0
Aug 09, 2022 Q2 2022
Providence Capital Advisors, LLC

Charlotte, NC
SELL
 -
-13
Closed
$2.18K - $2.84K
0 $0

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