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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-607- 4.89% |
$140K - $204K
|
11.8K
$3.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6New |
$1.38K - $2.02K
|
6
$1.85K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
174+ 9.13% |
$40K - $58.4K
|
2.08K
$642K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-33- 1.22% |
$7.59K - $11.1K
|
2.68K
$826K
|
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
3.16KNew |
$726K - $1.06M
|
3.16K
$976K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
24New |
$5.52K - $8.06K
|
24
$7.41K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
80.2KNew |
$18.4M - $26.9M
|
80.2K
$24.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-24.9K- 60.88% |
$5.72M - $8.36M
|
16K
$4.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-970- 22.28% |
$223K - $326K
|
3.38K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
54+ 2.23% |
$12.4K - $18.1K
|
2.48K
$766K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-26- 1.91% |
$5.98K - $8.73K
|
1.34K
$413K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3New |
$690 - $1.01K
|
3
$927
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
48New |
$11K - $16.1K
|
48
$14.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
41+ 3.13% |
$9.42K - $13.8K
|
1.35K
$418K
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-279- 6.56% |
$64.1K - $93.7K
|
3.97K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
1.36K+ 10.43% |
$313K - $458K
|
14.4K
$4.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-85.2K- 92.59% |
$19.6M - $28.6M
|
6.81K
$2.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.93K- 2.75% |
$445K - $650K
|
68.4K
$21.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
806K+ 25.99% |
$185M - $271M
|
3.91M
$1.21B
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.76KNew |
$404K - $590K
|
1.76K
$542K
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-2.31K- 72.78% |
$532K - $777K
|
865
$267K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
909+ 22.79% |
$209K - $305K
|
4.9K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.1KNew |
$254K - $371K
|
1.1K
$341K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-689- 8.1% |
$158K - $231K
|
7.81K
$2.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
857New |
$197K - $288K
|
857
$265K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
90.8K+ 166.05% |
$20.9M - $30.5M
|
145K
$44.9M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-10- 1.72% |
$2.3K - $3.36K
|
570
$176K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
524+ 1.93% |
$120K - $176K
|
27.7K
$8.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.26K- 42.31% |
$290K - $423K
|
1.72K
$531K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.5K- 27.54% |
$575K - $840K
|
6.58K
$2.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-3.72K- 84.8% |
$855K - $1.25M
|
667
$206K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 7.55% |
$919 - $1.34K
|
57
$17.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
241New |
$55.4K - $81K
|
241
$74.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
760New |
$175K - $255K
|
760
$235K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
4+ 0.39% |
$919 - $1.34K
|
1.03K
$319K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-2.98K- 18.83% |
$686K - $1M
|
12.9K
$3.97M
|
|
|
Feb 07, 2025
Q4 2024
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-73- 0.02% |
$16.8K - $24.5K
|
458K
$142M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-85- 3.03% |
$19.5K - $28.6K
|
2.72K
$841K
|
|
|
Feb 07, 2025
Q4 2024
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
8.74K+ 27.47% |
$2.01M - $2.94M
|
40.6K
$12.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
116+ 77.33% |
$26.7K - $39K
|
266
$82.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1.24K- 26.35% |
$285K - $416K
|
3.46K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-287- 24.18% |
$66K - $96.4K
|
900
$278K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
65+ 0.96% |
$14.9K - $21.8K
|
6.84K
$2.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
651New |
$150K - $219K
|
651
$201K
|
|
|
Feb 07, 2025
Q4 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
12K+ 2.31% |
$2.76M - $4.03M
|
532K
$164M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-12.5K- 2.78% |
$2.86M - $4.18M
|
435K
$134M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
663New |
$152K - $223K
|
663
$205K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
298+ 31.53% |
$68.5K - $100K
|
1.24K
$384K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.42K+ 18.91% |
$556K - $812K
|
15.2K
$4.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.72% |
$2.53K - $3.7K
|
1.54K
$476K
|