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 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
22+ 1.27% |
$5.06K - $7.39K
|
1.75K
$649K
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
BUY
|
- |
3.68K+ 23.81% |
$846K - $1.24M
|
19.1K
$7.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-1.02K- 26.2% |
$234K - $342K
|
2.87K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-52- 2.06% |
$12K - $17.5K
|
2.48K
$918K
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
4.46KNew |
$1.03M - $1.5M
|
4.46K
$1.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-700- 6.14% |
$161K - $235K
|
10.7K
$3.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-40K- 27.07% |
$9.2M - $13.4M
|
108K
$40M
|
|
|
Jan 13, 2025
Q4 2024
|
Tt International Asset Management LTD
London, X0 |
BUY
|
- |
777+ 6.9% |
$179K - $261K
|
12K
$4.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
151+ 0.73% |
$34.7K - $50.7K
|
21K
$7.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-73- 10.67% |
$16.8K - $24.5K
|
611
$227K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
55+ 3.61% |
$12.6K - $18.5K
|
1.58K
$586K
|
|
|
Jan 13, 2025
Q4 2024
|
Reinhart Partners, Inc.
|
SELL
|
- |
-91.4K- 72.07% |
$21M - $30.7M
|
35.4K
$13.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.12% |
$230 - $336
|
864
$321K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
621New |
$143K - $209K
|
621
$230K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-18- 47.37% |
$4.14K - $6.05K
|
20
$7.42K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2- 16.67% |
$460 - $672
|
10
$3.71K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
1.09K+ 121.96% |
$251K - $367K
|
1.99K
$739K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-169- 0.59% |
$38.8K - $56.8K
|
28.3K
$10.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
636New |
$146K - $214K
|
636
$236K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 10.53% |
$919 - $1.34K
|
42
$15.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.01% |
$230 - $336
|
7.73K
$2.87M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
10+ 250.0% |
$2.3K - $3.36K
|
14
$5.19K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
641+ 15.24% |
$147K - $215K
|
4.85K
$1.8M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.72K+ 47.93% |
$394K - $576K
|
5.29K
$1.96M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 13.79% |
$919 - $1.34K
|
33
$12.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
25+ 0.4% |
$5.75K - $8.4K
|
6.24K
$2.31M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-318- 29.61% |
$73.1K - $107K
|
756
$281K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
285+ 4.65% |
$65.5K - $95.7K
|
6.42K
$2.38M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
1.61KNew |
$370K - $541K
|
1.61K
$597K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
318+ 129.27% |
$73.1K - $107K
|
564
$209K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 16.67% |
$460 - $672
|
14
$5.19K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
149+ 71.63% |
$34.2K - $50.1K
|
357
$132K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
276K+ 27.65% |
$53.3M - $77.9M
|
1.28M
$473M
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-428- 0.96% |
$82.6K - $121K
|
44.2K
$16.4M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
131+ 2.78% |
$25.3K - $37K
|
4.84K
$1.79M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.3K+ 15.59% |
$252K - $368K
|
9.67K
$3.59M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.19K+ 10.96% |
$230K - $337K
|
12.1K
$4.48M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.39K- 8.4% |
$269K - $393K
|
15.2K
$5.64M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-2.69K- 8.83% |
$519K - $759K
|
27.8K
$10.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-58- 4.9% |
$11.2K - $16.4K
|
1.13K
$418K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
61.7K+ 114.11% |
$11.9M - $17.4M
|
116K
$43M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
CALL |
17.5KNew |
$3.38M - $4.94M
|
17.5K
$6.49M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 33.33% |
$193 - $282
|
4
$1.48K
|
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-2.49K- 61.19% |
$480K - $701K
|
1.58K
$585K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.08K- 22.64% |
$208K - $304K
|
3.68K
$1.37M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
20New |
$3.86K - $5.64K
|
20
$7.42K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-189- 13.78% |
$36.5K - $53.3K
|
1.18K
$439K
|
|
|
Nov 14, 2024
Q3 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
6.78K+ 51.61% |
$1.31M - $1.91M
|
19.9K
$7.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-167K- 21.57% |
$32.3M - $47.1M
|
608K
$226M
|
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
BUY
|
- |
1.74K+ 2.2% |
$336K - $491K
|
80.9K
$30M
|
|