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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
2+ 5.0% |
$420 - $480
|
42
$15.5K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
893KNew |
$195M - $221M
|
893K
$329M
|
|
|
Nov 14, 2023
Q3 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
43.4KNew |
$9.49M - $10.8M
|
43.4K
$16M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
20KNew |
$4.37M - $4.95M
|
20K
$7.38M
|
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
13.6KNew |
$2.96M - $3.36M
|
13.6K
$5.01M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.56KNew |
$2.09M - $2.37M
|
9.56K
$3.53M
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
8.52KNew |
$1.86M - $2.11M
|
8.52K
$3.15M
|
|
|
Oct 12, 2023
Q3 2023
|
Yarbrough Capital, LLC
|
BUY
|
- |
1.48K+ 78.78% |
$324K - $367K
|
3.36K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.31KNew |
$286K - $324K
|
1.31K
$484K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.07KNew |
$234K - $266K
|
1.07K
$396K
|
|
|
Nov 14, 2023
Q3 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
865+ 34.99% |
$189K - $214K
|
3.34K
$1.23M
|
|
|
Nov 09, 2023
Q3 2023
|
Foundry Partners, LLC
|
BUY
|
- |
848New |
$185K - $210K
|
848
$313K
|
|
|
Nov 14, 2023
Q3 2023
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
583+ 1.67% |
$127K - $144K
|
35.6K
$13.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
509+ 4.41% |
$111K - $126K
|
12K
$4.45M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
492+ 12.76% |
$107K - $122K
|
4.35K
$1.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
472New |
$103K - $117K
|
472
$174K
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
282New |
$61.6K - $69.8K
|
282
$104K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
231+ 770.0% |
$50.5K - $57.2K
|
261
$96.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
103New |
$22.5K - $25.5K
|
103
$38K
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
88New |
$19.2K - $21.8K
|
88
$32.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
79+ 7.81% |
$17.3K - $19.6K
|
1.09K
$402K
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
75+ 1.03% |
$16.4K - $18.6K
|
7.32K
$2.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
74+ 164.44% |
$16.2K - $18.3K
|
119
$43.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
58New |
$12.7K - $14.4K
|
58
$21.4K
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
44New |
$9.61K - $10.9K
|
44
$16.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
42New |
$9.18K - $10.4K
|
42
$15.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
32+ 19.51% |
$6.99K - $7.92K
|
196
$72.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
24New |
$5.24K - $5.94K
|
24
$8.86K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
21New |
$4.59K - $5.2K
|
21
$7.75K
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
BUY
|
- |
20+ 0.38% |
$4.37K - $4.95K
|
5.31K
$1.96M
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
11+ 44.0% |
$2.4K - $2.72K
|
36
$13.3K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8New |
$1.75K - $1.98K
|
8
$2.95K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
6+ 0.16% |
$1.31K - $1.49K
|
3.8K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5+ 17.86% |
$1.09K - $1.24K
|
33
$12.2K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
158K+ 600.0% |
$28.5M - $34.4M
|
184K
$67.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
68.7KNew |
$12.4M - $15M
|
68.7K
$25.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
52.2KNew |
$9.44M - $11.4M
|
52.2K
$19.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
17.4K+ 239.42% |
$3.15M - $3.79M
|
24.7K
$9.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
13KNew |
$2.35M - $2.83M
|
13K
$4.79M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
9.34K+ 29.2% |
$1.69M - $2.03M
|
41.3K
$15.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
8.3K+ 101.32% |
$1.5M - $1.81M
|
16.5K
$6.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
6.27K+ 11.98% |
$1.14M - $1.37M
|
58.6K
$21.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
5.8KNew |
$1.05M - $1.26M
|
5.8K
$2.14M
|
|
|
Jul 20, 2023
Q2 2023
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
2.3KNew |
$416K - $501K
|
2.3K
$849K
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
1.05KNew |
$189K - $228K
|
1.05K
$386K
|
|
|
Jul 11, 2023
Q2 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
1K+ 100.0% |
$181K - $218K
|
2K
$738K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
226New |
$40.9K - $49.2K
|
226
$83.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
85+ 3.41% |
$15.4K - $18.5K
|
2.58K
$951K
|
|
|
Jul 12, 2023
Q2 2023
|
Community Trust & Investment CO
|
BUY
|
- |
76+ 0.19% |
$13.8K - $16.6K
|
39.4K
$14.5M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
51+ 1.86% |
$9.23K - $11.1K
|
2.79K
$1.03M
|
|