Latest Institutional Purchases of Lpl Financial Holdings Inc. (LPLA)
This list provides information on the latest institutional transactions involving Lpl Financial Holdings Inc. (LPLA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10K+ 29.93% |
$2.83M - $3.89M
|
43.4K
$16.3M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.95KNew |
$2.25M - $3.09M
|
7.95K
$2.98M
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
5.92KNew |
$1.68M - $2.3M
|
5.92K
$2.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
3.89K+ 46.76% |
$1.1M - $1.51M
|
12.2K
$4.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
3.32K+ 5.04% |
$941K - $1.29M
|
69.2K
$25.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.84KNew |
$804K - $1.1M
|
2.84K
$1.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.78K+ 1.35% |
$787K - $1.08M
|
208K
$78M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.68K+ 18.26% |
$760K - $1.04M
|
17.4K
$6.51M
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
2.6K+ 11.82% |
$736K - $1.01M
|
24.6K
$9.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Tran Capital Management, L.P.
|
BUY
|
- |
2.55KNew |
$724K - $993K
|
2.55K
$956K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
2.4K+ 8.73% |
$680K - $934K
|
29.9K
$11.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.17K+ 17.97% |
$614K - $843K
|
14.2K
$5.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.82KNew |
$516K - $708K
|
1.82K
$681K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
1.78K+ 28.06% |
$505K - $693K
|
8.13K
$3.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
1.56K+ 6.57% |
$443K - $608K
|
25.4K
$9.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
1.3K+ 4.91% |
$368K - $506K
|
27.8K
$10.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.23KNew |
$349K - $479K
|
1.23K
$461K
|
|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.11KNew |
$315K - $432K
|
1.11K
$416K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.09K+ 45.47% |
$309K - $424K
|
3.49K
$1.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.04KNew |
$294K - $404K
|
1.04K
$389K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
992+ 12.37% |
$281K - $386K
|
9.01K
$3.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
989+ 1.81% |
$280K - $385K
|
55.6K
$20.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
957+ 44.89% |
$271K - $372K
|
3.09K
$1.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
730New |
$207K - $284K
|
730
$273K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
723+ 87.21% |
$205K - $281K
|
1.55K
$581K
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
716New |
$203K - $278K
|
716
$268K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
678New |
$192K - $264K
|
678
$254K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
667New |
$189K - $259K
|
667
$250K
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
651New |
$184K - $253K
|
651
$244K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
595New |
$169K - $231K
|
595
$223K
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
566New |
$160K - $220K
|
566
$212K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
560New |
$159K - $218K
|
560
$210K
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
421+ 58.23% |
$119K - $164K
|
1.14K
$428K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
415+ 9.96% |
$118K - $161K
|
4.58K
$1.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
381+ 5.27% |
$108K - $148K
|
7.61K
$2.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
380+ 11.37% |
$108K - $148K
|
3.72K
$1.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
337+ 10.6% |
$95.5K - $131K
|
3.52K
$1.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
232+ 16.29% |
$65.7K - $90.2K
|
1.66K
$620K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
184+ 2.14% |
$52.1K - $71.6K
|
8.79K
$3.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
183+ 22.99% |
$51.8K - $71.2K
|
979
$366K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
157+ 8.19% |
$44.5K - $61.1K
|
2.08K
$777K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
148+ 6.61% |
$41.9K - $57.6K
|
2.39K
$894K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
145+ 30.46% |
$41.1K - $56.4K
|
621
$232K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
127+ 1.89% |
$36K - $49.4K
|
6.84K
$2.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
101+ 10.3% |
$28.6K - $39.3K
|
1.08K
$405K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
94+ 5.11% |
$26.6K - $36.6K
|
1.94K
$724K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
91New |
$25.8K - $35.4K
|
91
$34.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
90+ 2.96% |
$25.5K - $35K
|
3.13K
$1.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
73+ 11.66% |
$20.7K - $28.4K
|
699
$262K
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
66+ 0.73% |
$18.7K - $25.7K
|
9.09K
$3.4M
|