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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
1.18M+ 77.34% |
$334M - $458M
|
2.7M
$1.01B
|
|
|
Aug 13, 2025
Q2 2025
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
1.07MNew |
$304M - $417M
|
1.07M
$401M
|
|
|
Aug 08, 2025
Q2 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
926K+ 61.09% |
$262M - $360M
|
2.44M
$912M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
614K+ 8.33% |
$174M - $239M
|
7.99M
$2.98B
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
558K+ 53.75% |
$158M - $217M
|
1.6M
$596M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
450K+ 444.75% |
$128M - $175M
|
552K
$206M
|
|
|
Aug 01, 2025
Q2 2025
|
Jennison Associates LLC
|
BUY
|
- |
443K+ 46.22% |
$126M - $172M
|
1.4M
$524M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
328K+ 74.89% |
$92.8M - $127M
|
765K
$286M
|
|
|
Aug 12, 2025
Q2 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
250K+ 97.31% |
$70.9M - $97.4M
|
508K
$190M
|
|
|
Aug 13, 2025
Q2 2025
|
Ghisallo Capital Management LLC
Greenwich, CT |
BUY
|
- |
174KNew |
$49.2M - $67.5M
|
174K
$64.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
168K+ 13.96% |
$47.7M - $65.5M
|
1.37M
$513M
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
164K+ 10.54% |
$46.6M - $64M
|
1.72M
$644M
|
|
|
Aug 14, 2025
Q2 2025
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
133KNew |
$37.8M - $51.9M
|
133K
$49.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
122K+ 20.02% |
$34.5M - $47.3M
|
729K
$272M
|
|
|
Aug 14, 2025
Q2 2025
|
Stephen Mandel
Lone Pine Capital LLC | Greenwich, Ct
|
BUY
|
- |
108K+ 6.14% |
$30.7M - $42.1M
|
1.87M
$699M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
102K+ 241.99% |
$29M - $39.8M
|
145K
$54M
|
|
|
Aug 14, 2025
Q2 2025
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
99.5KNew |
$28.2M - $38.7M
|
99.5K
$37.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
95.4K+ 5.84% |
$27M - $37.1M
|
1.73M
$646M
|
|
|
Aug 14, 2025
Q2 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
87.8K+ 79.57% |
$24.9M - $34.1M
|
198K
$74M
|
|
|
Aug 14, 2025
Q2 2025
|
Shellback Capital, LP
Boston, MA |
BUY
|
- |
76.5KNew |
$21.7M - $29.8M
|
76.5K
$28.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
74.3K+ 209.3% |
$21M - $28.9M
|
110K
$41M
|
|
|
Aug 14, 2025
Q2 2025
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
72.6K+ 260.31% |
$20.6M - $28.2M
|
101K
$37.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Bamco Inc
New York, NY |
BUY
|
- |
57.2K+ 34.63% |
$16.2M - $22.3M
|
222K
$83.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
53.5KNew |
$15.2M - $20.8M
|
53.5K
$20M
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
51.3K+ 1408.76% |
$14.5M - $20M
|
55K
$20.5M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
47.6K+ 2.83% |
$13.5M - $18.5M
|
1.73M
$645M
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
45.6K+ 15.35% |
$12.9M - $17.7M
|
343K
$128M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
44.2K+ 30.0% |
$12.5M - $17.2M
|
192K
$71.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
43.1K+ 616.8% |
$12.2M - $16.8M
|
50.1K
$18.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
40.2K+ 10.61% |
$11.4M - $15.6M
|
419K
$157M
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
40.2K+ 966.61% |
$11.4M - $15.6M
|
44.3K
$16.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
38.4K+ 4.16% |
$10.9M - $14.9M
|
962K
$359M
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
37.8K+ 1191.64% |
$10.7M - $14.7M
|
40.9K
$15.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
35.5K+ 487.57% |
$10.1M - $13.8M
|
42.8K
$16M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
34.1K+ 9.64% |
$9.67M - $13.3M
|
388K
$145M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
33.8K+ 19.24% |
$9.58M - $13.2M
|
210K
$78.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Azora Capital LP
Miami, FL |
BUY
|
- |
29.9K+ 6.76% |
$8.48M - $11.6M
|
472K
$176M
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
BUY
|
- |
29.8KNew |
$8.45M - $11.6M
|
29.8K
$11.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Thames Capital Management LLC
New York, NY |
BUY
|
- |
29KNew |
$8.2M - $11.3M
|
29K
$10.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Eminence Capital, LP
New York, NY |
BUY
|
- |
28.5K+ 5.44% |
$8.07M - $11.1M
|
552K
$206M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.2K+ 7.33% |
$7.99M - $11M
|
413K
$154M
|
|
|
Jul 30, 2025
Q2 2025
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
27.7K+ 22.45% |
$7.84M - $10.8M
|
151K
$56.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
24.3K+ 11.64% |
$6.89M - $9.46M
|
233K
$87.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
21.2K+ 48.68% |
$6.01M - $8.25M
|
64.8K
$24.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
21.1K+ 2.5% |
$5.96M - $8.19M
|
864K
$323M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
20.7K+ 9.86% |
$5.88M - $8.07M
|
231K
$86.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
20K+ 26.14% |
$5.67M - $7.78M
|
96.5K
$36M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
19.2K+ 31.83% |
$5.45M - $7.48M
|
79.6K
$29.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
18.7KNew |
$5.3M - $7.28M
|
18.7K
$6.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
16.5KNew |
$4.68M - $6.42M
|
16.5K
$6.16M
|