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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
972+ 35.72% |
$223K - $327K
|
3.69K
$1.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
51+ 5.62% |
$11.7K - $17.1K
|
958
$355K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
801New |
$184K - $269K
|
801
$297K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-15.3K- 21.9% |
$3.51M - $5.13M
|
54.5K
$20.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
512+ 6.9% |
$118K - $172K
|
7.93K
$2.94M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
240New |
$55.2K - $80.6K
|
240
$89.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-6.68K- 42.25% |
$1.53M - $2.24M
|
9.13K
$3.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-421- 4.79% |
$96.8K - $141K
|
8.37K
$3.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-441- 5.73% |
$101K - $148K
|
7.26K
$2.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.76% |
$230 - $336
|
133
$49.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-49- 3.8% |
$11.3K - $16.5K
|
1.24K
$460K
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-2.3K- 3.69% |
$529K - $773K
|
60K
$22.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-4- 8.33% |
$919 - $1.34K
|
44
$16.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-8- 38.1% |
$1.84K - $2.69K
|
13
$4.82K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
1.37KNew |
$314K - $459K
|
1.37K
$507K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
662New |
$152K - $222K
|
662
$246K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.4K- 2.08% |
$322K - $471K
|
66.1K
$24.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-405- 17.78% |
$93.1K - $136K
|
1.87K
$695K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.37K+ 168.89% |
$314K - $460K
|
2.18K
$808K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
986New |
$227K - $331K
|
986
$366K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-5- 0.43% |
$1.15K - $1.68K
|
1.16K
$429K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.84K- 5.08% |
$423K - $618K
|
34.4K
$12.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
6.46KNew |
$1.49M - $2.17M
|
6.46K
$2.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
63+ 2.61% |
$14.5K - $21.2K
|
2.48K
$920K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
898New |
$206K - $302K
|
898
$333K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-253- 1.99% |
$58.2K - $85K
|
12.5K
$4.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-64- 0.97% |
$14.7K - $21.5K
|
6.57K
$2.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
12.9K+ 18.47% |
$2.96M - $4.33M
|
82.7K
$30.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.26K- 20.86% |
$748K - $1.09M
|
12.4K
$4.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-30- 2.37% |
$6.9K - $10.1K
|
1.24K
$459K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
14+ 1.05% |
$3.22K - $4.7K
|
1.35K
$502K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
83+ 2.03% |
$19.1K - $27.9K
|
4.17K
$1.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
14.7K+ 9865.1% |
$3.38M - $4.94M
|
14.8K
$5.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
40+ 190.48% |
$9.19K - $13.4K
|
61
$22.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
774New |
$178K - $260K
|
774
$287K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
796New |
$183K - $267K
|
796
$295K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-4.56K- 55.53% |
$1.05M - $1.53M
|
3.65K
$1.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-17- 0.09% |
$3.91K - $5.71K
|
18K
$6.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3+ 0.12% |
$690 - $1.01K
|
2.43K
$902K
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
4.47KNew |
$1.03M - $1.5M
|
4.47K
$1.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
50+ 4.62% |
$11.5K - $16.8K
|
1.13K
$420K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
19New |
$4.37K - $6.38K
|
19
$7.05K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
14+ 7.61% |
$3.22K - $4.7K
|
198
$73.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
847New |
$195K - $285K
|
847
$314K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
262+ 3.64% |
$60.2K - $88K
|
7.47K
$2.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-444- 5.57% |
$102K - $149K
|
7.53K
$2.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
3.32KNew |
$764K - $1.12M
|
3.32K
$1.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
331+ 34.02% |
$76.1K - $111K
|
1.3K
$484K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-11- 1.18% |
$2.53K - $3.7K
|
922
$342K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.38K+ 4.64% |
$318K - $465K
|
31.2K
$11.6M
|