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, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
28New |
$4.83K - $6.53K
|
28
$10.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
20+ 1.06% |
$3.45K - $4.66K
|
1.9K
$697K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
19New |
$3.28K - $4.43K
|
19
$6.97K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
12New |
$2.07K - $2.8K
|
12
$4.4K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9New |
$1.55K - $2.1K
|
9
$3.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
8New |
$1.38K - $1.87K
|
8
$2.94K
|
|
|
Nov 04, 2022
Q3 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.27% |
$863 - $1.17K
|
1.89K
$693K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
114KNew |
$19.1M - $24.9M
|
114K
$41.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
40KNew |
$6.7M - $8.74M
|
40K
$14.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
34.8KNew |
$5.83M - $7.61M
|
34.8K
$12.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
15K+ 3.75% |
$2.51M - $3.28M
|
415K
$152M
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.3KNew |
$1.06M - $1.38M
|
6.3K
$2.31M
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
3.94KNew |
$659K - $860K
|
3.94K
$1.44M
|
|
|
Aug 15, 2022
Q2 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
3.5KNew |
$586K - $765K
|
3.5K
$1.28M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
CALL |
3KNew |
$502K - $656K
|
3K
$1.1M
|
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.62KNew |
$439K - $573K
|
2.62K
$962K
|
|
|
Jul 08, 2022
Q2 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
1.83KNew |
$306K - $400K
|
1.83K
$671K
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
1.59KNew |
$266K - $347K
|
1.59K
$583K
|
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
700+ 26.92% |
$117K - $153K
|
3.3K
$1.21M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
619New |
$104K - $135K
|
619
$227K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
302+ 17.71% |
$50.6K - $66K
|
2.01K
$736K
|
|
|
Aug 08, 2022
Q2 2022
|
Rock Creek Group, LP
|
BUY
|
- |
286New |
$47.9K - $62.5K
|
286
$105K
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
186New |
$31.2K - $40.6K
|
186
$68.2K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
179New |
$30K - $39.1K
|
179
$65.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
24New |
$4.02K - $5.24K
|
24
$8.81K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
21New |
$3.52K - $4.59K
|
21
$7.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
12New |
$2.01K - $2.62K
|
12
$4.4K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
5.98KNew |
$859K - $1.14M
|
5.98K
$2.19M
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
103New |
$14.8K - $19.6K
|
103
$37.8K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
67.4KNew |
$10.3M - $11.8M
|
67.4K
$24.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
25+ 86.21% |
$3.82K - $4.38K
|
54
$19.8K
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
19New |
$2.9K - $3.33K
|
19
$6.97K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$3.19M - $4.03M
|
25K
$9.17M
|
|
|
Oct 18, 2021
Q3 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
1.32KNew |
$169K - $213K
|
1.32K
$486K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
147New |
$18.8K - $23.7K
|
147
$53.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
9New |
$1.15K - $1.45K
|
9
$3.3K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
34.5KNew |
$4.65M - $5.41M
|
34.5K
$12.7M
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
4.24KNew |
$571K - $664K
|
4.24K
$1.56M
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
109New |
$14.7K - $17.1K
|
109
$40K
|
|
|
Jul 15, 2021
Q2 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
14+ 8.38% |
$1.88K - $2.19K
|
181
$66.4K
|
|
|
Aug 04, 2021
Q2 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
13New |
$1.75K - $2.04K
|
13
$4.77K
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
4K+ 133.33% |
$412K - $585K
|
7K
$2.57M
|
|
|
May 12, 2021
Q1 2021
|
Gables Capital Management Inc.
|
BUY
|
- |
88+ 28.21% |
$9.07K - $12.9K
|
400
$147K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Parian Global Management LP
Pound Ridge, NY |
BUY
|
- |
130KNew |
$9.9M - $13.6M
|
130K
$47.7M
|
|
| Q1 2020 | |||||||
|
Apr 13, 2020
Q1 2020
|
Center Star Asset Management, LLC
|
BUY
|
- |
511New |
$19.9K - $50.5K
|
511
$187K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
CALL |
28.4KNew |
$2.05M - $2.68M
|
28.4K
$10.4M
|
|
|
Feb 14, 2020
Q4 2019
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
23New |
$1.66K - $2.17K
|
23
$8.44K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Samlyn Capital, LLC
New York, NY |
BUY
|
CALL |
917K+ 264.86% |
$64.8M - $80.2M
|
1.26M
$464M
|
|
|
Nov 13, 2019
Q3 2019
|
Ack Asset Management LLC
Greenwich, CT |
BUY
|
- |
3.76KNew |
$266K - $329K
|
3.76K
$1.38M
|
|
|
Nov 18, 2019
Q3 2019
|
Covington Capital Management
|
BUY
|
- |
133New |
$9.4K - $11.6K
|
133
$48.8K
|
|