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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
78.5KNew |
$15.2M - $22.1M
|
78.5K
$26.5M
|
|
|
Feb 07, 2025
Q3 2024
|
Wealth High Governance Capital Ltda
Sao Paulo, D5 |
BUY
|
- |
50KNew |
$9.65M - $14.1M
|
50K
$16.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
26KNew |
$5.02M - $7.33M
|
26K
$8.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Winmill & Co. Inc
Millbrook, NY |
BUY
|
- |
24.2K+ 98.13% |
$4.67M - $6.83M
|
48.9K
$16.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
CALL |
17.5KNew |
$3.38M - $4.94M
|
17.5K
$5.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
16.2KNew |
$3.12M - $4.56M
|
16.2K
$5.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
13.4K+ 13400.0% |
$2.59M - $3.78M
|
13.5K
$4.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
12.9K+ 450.35% |
$2.49M - $3.63M
|
15.7K
$5.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.3KNew |
$2.18M - $3.19M
|
11.3K
$3.81M
|
|
|
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
10.6KNew |
$2.04M - $2.98M
|
10.6K
$3.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
7.22KNew |
$1.39M - $2.04M
|
7.22K
$2.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
4.45K+ 1335.74% |
$858K - $1.25M
|
4.78K
$1.61M
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
4.14KNew |
$799K - $1.17M
|
4.14K
$1.39M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
4.13K+ 106.38% |
$798K - $1.17M
|
8.02K
$2.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
3.95KNew |
$762K - $1.11M
|
3.95K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
3.37KNew |
$650K - $951K
|
3.37K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
3.2K+ 213.33% |
$618K - $903K
|
4.7K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.27KNew |
$437K - $639K
|
2.27K
$764K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.15KNew |
$415K - $606K
|
2.15K
$724K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
2.12KNew |
$410K - $599K
|
2.12K
$716K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2KNew |
$386K - $564K
|
2K
$674K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.78KNew |
$343K - $502K
|
1.78K
$600K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
1.66K+ 96.79% |
$320K - $468K
|
3.37K
$1.14M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
1.64KNew |
$317K - $463K
|
1.64K
$554K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
1.18K+ 59.81% |
$228K - $334K
|
3.16K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1.1KNew |
$212K - $310K
|
1.1K
$371K
|
|
|
Nov 12, 2024
Q3 2024
|
Foresight Global Investors, Inc.
Purchase, NY |
BUY
|
- |
1.1K+ 19.82% |
$212K - $310K
|
6.65K
$2.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
916New |
$177K - $258K
|
916
$309K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
830+ 7.71% |
$160K - $234K
|
11.6K
$3.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
680+ 3.51% |
$131K - $192K
|
20.1K
$6.77M
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
500+ 500.0% |
$96.5K - $141K
|
600
$202K
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
400New |
$77.2K - $113K
|
400
$135K
|
|
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
343+ 33.5% |
$66.2K - $96.8K
|
1.37K
$461K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
337New |
$65K - $95.1K
|
337
$114K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
296New |
$57.1K - $83.5K
|
296
$99.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
PUT |
200New |
$38.6K - $56.4K
|
200
$67.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
167New |
$32.2K - $47.1K
|
167
$56.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
162New |
$31.3K - $45.7K
|
162
$54.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
146New |
$28.2K - $41.2K
|
146
$49.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
132New |
$25.5K - $37.2K
|
132
$44.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
50New |
$9.65K - $14.1K
|
50
$16.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
26+ 108.33% |
$5.02K - $7.33K
|
50
$16.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
20New |
$3.86K - $5.64K
|
20
$6.74K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
20New |
$3.86K - $5.64K
|
20
$6.74K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
18New |
$3.47K - $5.08K
|
18
$6.07K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
16New |
$3.09K - $4.51K
|
16
$5.39K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
12New |
$2.32K - $3.39K
|
12
$4.04K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
5New |
$965 - $1.41K
|
5
$1.68K
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2New |
$386 - $564
|
2
$674
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 33.33% |
$193 - $282
|
4
$1.35K
|