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 |
|---|---|---|---|---|---|---|---|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
29+ 14.5% |
$8.96K - $11.1K
|
229
$86.3K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
1New |
$309 - $383
|
1
$377
|
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
BUY
|
- |
4.16KNew |
$1.28M - $1.59M
|
4.16K
$1.57M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-47K- 99.37% |
$14.5M - $18M
|
298
$112K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
78+ 15.12% |
$24.1K - $29.9K
|
594
$224K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
371New |
$115K - $142K
|
371
$140K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
117+ 11700.0% |
$36.1K - $44.8K
|
118
$44.5K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
74+ 0.76% |
$22.9K - $28.4K
|
9.77K
$3.68M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.45K- 35.96% |
$757K - $939K
|
4.36K
$1.64M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
256New |
$79.1K - $98.1K
|
256
$96.5K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
25.9K+ 4.46% |
$8M - $9.93M
|
608K
$229M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-622- 5.13% |
$192K - $238K
|
11.5K
$4.33M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-957- 2.32% |
$296K - $367K
|
40.3K
$15.2M
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
7New |
$2.16K - $2.68K
|
7
$2.64K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2New |
$618 - $767
|
2
$754
|
|
|
May 15, 2025
Q1 2025
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
7.5KNew |
$2.32M - $2.87M
|
7.5K
$2.83M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-773K- 85.96% |
$239M - $296M
|
126K
$47.6M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
859New |
$265K - $329K
|
859
$324K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.91K+ 23.16% |
$590K - $732K
|
10.2K
$3.83M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
10.1K+ 3.53% |
$3.13M - $3.89M
|
297K
$112M
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
7.15K+ 15.84% |
$2.21M - $2.74M
|
52.3K
$19.7M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-11.6K- 4.69% |
$3.59M - $4.45M
|
236K
$88.9M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-94- 8.31% |
$29K - $36K
|
1.04K
$391K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-47- 8.44% |
$14.5K - $18K
|
510
$192K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.5K+ 155.85% |
$773K - $959K
|
4.11K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
517+ 16.89% |
$160K - $198K
|
3.58K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
126+ 1.37% |
$38.9K - $48.3K
|
9.3K
$3.5M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-91- 1.48% |
$28.1K - $34.9K
|
6.06K
$2.28M
|
|
|
May 15, 2025
Q1 2025
|
2 Xideas Ag
Pfaffikon, V8 |
SELL
|
- |
-16.5K- 36.51% |
$5.08M - $6.31M
|
28.6K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
9.05K+ 0.54% |
$2.79M - $3.47M
|
1.68M
$633M
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
340+ 7.37% |
$105K - $130K
|
4.95K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
173K+ 34.33% |
$53.5M - $66.3M
|
677K
$255M
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-17- 12.88% |
$5.25K - $6.52K
|
115
$43.3K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
1+ 100.0% |
$309 - $383
|
2
$754
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
29.1KNew |
$8.98M - $11.1M
|
29.1K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.86K- 36.98% |
$3.04M - $3.78M
|
16.8K
$6.33M
|
|
|
May 15, 2025
Q1 2025
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-36.1K- 52.57% |
$11.2M - $13.8M
|
32.6K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Azora Capital LP
Miami, FL |
BUY
|
- |
26.2K+ 6.31% |
$8.11M - $10.1M
|
442K
$167M
|
|
|
May 15, 2025
Q1 2025
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-3.4K- 1.23% |
$1.05M - $1.3M
|
273K
$103M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-41.7K- 85.14% |
$12.9M - $16M
|
7.28K
$2.74M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
38.1K+ 646.69% |
$11.8M - $14.6M
|
44K
$16.6M
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-1- 0.01% |
$309 - $383
|
9.33K
$3.52M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-776- 22.01% |
$240K - $297K
|
2.75K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
225+ 0.61% |
$69.5K - $86.2K
|
36.8K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
12.5KNew |
$3.86M - $4.79M
|
12.5K
$4.71M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
137New |
$42.3K - $52.5K
|
137
$51.6K
|
|
|
May 15, 2025
Q1 2025
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
12.5KNew |
$3.86M - $4.79M
|
12.5K
$4.71M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.22K+ 95.11% |
$1.3M - $1.62M
|
8.67K
$3.26M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.01K- 59.2% |
$311K - $386K
|
694
$261K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-1.47K- 4.34% |
$452K - $562K
|
32.3K
$12.2M
|