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 16, 2018
Q3 2018
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-12.4KClosed |
$794K - $870K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
8.26KNew |
$527K - $578K
|
8.26K
$3.06M
|
|
|
Nov 14, 2018
Q3 2018
|
Blue Pool Management Ltd.
Causeway Bay, K3 |
SELL
|
- |
-43.3KClosed |
$2.77M - $3.03M
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Western Standard LLC
Los Angeles, CA |
SELL
|
- |
-10.8KClosed |
$690K - $756K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-239Closed |
$15.3K - $16.7K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-8.07KClosed |
$516K - $565K
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-57Closed |
$3.64K - $3.99K
|
0
$0
|
|
|
Oct 29, 2018
Q3 2018
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-49Closed |
$3.13K - $3.43K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-766Closed |
$43.3K - $55.3K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Beaconlight Capital, LLC
New York, NY |
SELL
|
- |
-259KClosed |
$14.7M - $18.7M
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Fj Capital Management LLC
Mclean, VA |
SELL
|
- |
-3.8KClosed |
$215K - $274K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-161Closed |
$9.09K - $11.6K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-91.1KClosed |
$5.14M - $6.58M
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-21.6KClosed |
$1.22M - $1.56M
|
0
$0
|
|
|
Jul 31, 2018
Q2 2018
|
Bfsg, LLC
|
SELL
|
- |
-5.29KClosed |
$299K - $382K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
SELL
|
- |
-275KClosed |
$15.7M - $18.1M
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-1KClosed |
$57.2K - $66K
|
0
$0
|
|
|
May 08, 2018
Q1 2018
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-6.13KClosed |
$350K - $404K
|
0
$0
|
|
|
May 01, 2018
Q1 2018
|
Price Capital Management, Inc.
Lafayette, LA |
SELL
|
- |
-27.6KClosed |
$1.58M - $1.82M
|
0
$0
|
|
|
Apr 16, 2018
Q1 2018
|
Santori & Peters, Inc.
|
SELL
|
- |
-65Closed |
$3.72K - $4.29K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
- |
-9.73KClosed |
$474K - $561K
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
29New |
$1.41K - $1.67K
|
29
$10.8K
|
|
|
Feb 14, 2018
Q4 2017
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
PUT |
-195KClosed |
$9.49M - $11.3M
|
0
$0
|
|
|
Feb 09, 2018
Q4 2017
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-16.7KClosed |
$813K - $964K
|
0
$0
|
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-151KClosed |
$7.34M - $8.7M
|
0
$0
|
|
|
Jan 17, 2018
Q4 2017
|
Cutler Group LP
|
SELL
|
PUT |
-100Closed |
$4.87K - $5.77K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 13, 2017
Q3 2017
|
Mckinley Capital Management LLC
|
SELL
|
- |
-2.46KClosed |
$111K - $127K
|
0
$0
|
|
|
Nov 08, 2017
Q3 2017
|
D.A. Davidson & Co.
|
SELL
|
- |
-140Closed |
$6.31K - $7.22K
|
0
$0
|
|
| Q1 2015 | |||||||
|
Aug 29, 2017
Q1 2015
|
Chuck Akre
Akre Capital Management LLC | Middleburg, Va
|
BUY
|
- |
1.47MNew |
N/A
|
1.47M
$544M
|
|