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
Aug 09, 2022 Q2 2022
Swiss National Bank

Zurich, V8
SELL
 -
-190K
Closed
$31.7M - $41.4M
0 $0
Aug 08, 2022 Q2 2022
Rock Creek Group, LP

BUY
 -
286
New
$47.9K - $62.5K
286 $106K
Aug 05, 2022 Q2 2022
Better Money Decisions, LLC

BUY
 -
179
New
$30K - $39.1K
179 $66.4K
Aug 05, 2022 Q2 2022
Old Mission Capital LLC

SELL
 -
-6.4K
Closed
$1.07M - $1.4M
0 $0
Aug 03, 2022 Q2 2022
Distillate Capital Partners LLC

SELL
 -
-130
- 0.38%
$21.8K - $28.4K
33.8K $12.6M
Aug 03, 2022 Q2 2022
Lisanti Capital Growth, LLC

BUY
 -
34.8K
New
$5.83M - $7.61M
34.8K $12.9M
Aug 03, 2022 Q2 2022
Sciencast Management LP

SELL
 -
-9.66K
Closed
$1.62M - $2.11M
0 $0
Aug 02, 2022 Q2 2022
Bw Gestao De Investimentos Ltda.

SELL
 -
-63.4K
Closed
$10.6M - $13.9M
0 $0
Aug 02, 2022 Q2 2022
Bartlett & Co. LLC

BUY
 -
12
New
$2.01K - $2.62K
12 $4.45K
Jul 28, 2022 Q2 2022
Farmers & Merchants Investments Inc

SELL
 -
-12
- 19.67%
$2.01K - $2.62K
49 $18.2K
Jul 26, 2022 Q2 2022
Venture Visionary Partners LLC

BUY
 -
619
New
$104K - $135K
619 $230K
Jul 22, 2022 Q2 2022
High Tower Trust Services, Lta

BUY
 -
3.94K
New
$659K - $860K
3.94K $1.46M
Jul 22, 2022 Q2 2022
Samson Rock Capital LLP

SELL
 -
-6.28K
Closed
$1.05M - $1.37M
0 $0
Jul 22, 2022 Q2 2022
Urban Wealth Management, LLC

BUY
 -
21
New
$3.52K - $4.59K
21 $7.79K
Jul 20, 2022 Q2 2022
Exchange Traded Concepts, LLC

BUY
 -
2.62K
New
$439K - $573K
2.62K $973K
Jul 20, 2022 Q2 2022
Ibm Retirement Fund

SELL
 -
-1.26K
Closed
$211K - $275K
0 $0
Jul 20, 2022 Q2 2022
O'Shares Investment Advisers, LLC

SELL
 -
-3.56K
Closed
$596K - $778K
0 $0
Jul 19, 2022 Q2 2022
Tributary Capital Management, LLC

SELL
 -
-5.7K
Closed
$955K - $1.25M
0 $0
Jul 11, 2022 Q2 2022
Center Star Asset Management, LLC

BUY
 PUT
700
+ 26.92%
$117K - $153K
3.3K $1.22M
Jul 11, 2022 Q2 2022
Wedge Capital Management L L P

SELL
 -
-1.57K
Closed
$263K - $343K
0 $0
Jul 08, 2022 Q2 2022
Redpoint Investment Management Pty LTD

BUY
 -
1.83K
New
$306K - $400K
1.83K $679K
Q1 2022
Jun 21, 2022 Q1 2022
Kalos Management, Inc.

Alpharetta, GA
SELL
 -
-12.8K
Closed
$1.84M - $2.44M
0 $0
May 16, 2022 Q1 2022
Delos Wealth Advisors, LLC

Dallas, TX
SELL
 -
-12
Closed
$1.72K - $2.29K
0 $0
May 16, 2022 Q1 2022
Power Corp Of Canada

Montreal, Quebec, Z4
BUY
 -
5.98K
New
$859K - $1.14M
5.98K $2.22M
May 16, 2022 Q1 2022
Paloma Partners Management CO

Greenwich, CT
SELL
 -
-5.77K
Closed
$829K - $1.1M
0 $0
May 16, 2022 Q1 2022
Offit Capital Advisors LLC

SELL
 -
-175
- 2.18%
$25.1K - $33.4K
7.84K $2.91M
May 12, 2022 Q1 2022
Capitolis Advisors LLC

New York, NY
SELL
 -
-39.3K
Closed
$5.64M - $7.49M
0 $0
May 05, 2022 Q1 2022
Washington Trust Advisors, Inc.

SELL
 -
-67
Closed
$9.63K - $12.8K
0 $0
May 04, 2022 Q1 2022
Widmann Financial Services, Inc.

SELL
 -
-31
Closed
$4.45K - $5.91K
0 $0
May 03, 2022 Q1 2022
Modera Wealth Management, LLC

SELL
 -
-1.94K
Closed
$279K - $371K
0 $0
Apr 29, 2022 Q1 2022
Total Clarity Wealth Management, Inc.

SELL
 -
-50
Closed
$7.18K - $9.54K
0 $0
Apr 25, 2022 Q1 2022
Westside Investment Management, Inc.

SELL
 -
-12
Closed
$1.72K - $2.29K
0 $0
Apr 04, 2022 Q1 2022
Advocacy Wealth Management Services, LLC

BUY
 -
103
New
$14.8K - $19.6K
103 $38.2K
Q4 2021
Aug 13, 2024 Q4 2021
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-20
Closed
$3.05K - $3.5K
0 $0
Apr 21, 2022 Q4 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-178
Closed
$27.2K - $31.2K
0 $0
Feb 18, 2022 Q4 2021
Castle Ark Alternatives, LLC

Chicago, IL
SELL
 -
-64.1K
Closed
$9.78M - $11.2M
0 $0
Feb 15, 2022 Q4 2021
Nfj Investment Group, LLC

Dallas, TX
SELL
 -
-3.02K
Closed
$461K - $529K
0 $0
Feb 15, 2022 Q4 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-177
Closed
$27K - $31K
0 $0
Feb 14, 2022 Q4 2021
Hg Vora Capital Management, LLC

New York, NY
SELL
 -
-800K
Closed
$122M - $140M
0 $0
Feb 14, 2022 Q4 2021
Alyeska Investment Group, L.P.

Chicago, IL
BUY
 -
67.4K
New
$10.3M - $11.8M
67.4K $25M
Feb 11, 2022 Q4 2021
Consolidated Planning Corp

Atlanta, GA
SELL
 -
-43
Closed
$6.56K - $7.53K
0 $0
Feb 11, 2022 Q4 2021
Gw&K Investment Management, LLC

Boston, MA
SELL
 -
-950
Closed
$145K - $166K
0 $0
Feb 11, 2022 Q4 2021
Sovarnum Capital L.P.

New York, NY
SELL
 -
-15K
Closed
$2.29M - $2.63M
0 $0
Feb 11, 2022 Q4 2021
First National Bank Of Omaha

Omaha, NE
SELL
 -
-1.53K
Closed
$234K - $268K
0 $0
Feb 10, 2022 Q4 2021
Alphasimplex Group, LLC

Boston, MA
SELL
 -
-2K
Closed
$306K - $350K
0 $0
Feb 09, 2022 Q4 2021
L & S Advisors Inc

Los Angeles, CA
SELL
 -
-2.2K
Closed
$336K - $385K
0 $0
Feb 08, 2022 Q4 2021
Nvwm, LLC

BUY
 -
25
+ 86.21%
$3.82K - $4.38K
54 $20K
Feb 07, 2022 Q4 2021
D'Orazio & Associates, Inc.

Falls Church, VA
SELL
 -
-56
Closed
$8.55K - $9.8K
0 $0
Feb 04, 2022 Q4 2021
Joseph P. Lucia & Associates, LLC

SELL
 -
-18
Closed
$2.75K - $3.15K
0 $0

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