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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
4.68K+ 25.71% |
$1.08M - $1.28M
|
22.9K
$7.71M
|
|
|
May 10, 2024
Q1 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
4.5K+ 105.63% |
$1.04M - $1.23M
|
8.76K
$2.95M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.15KNew |
$728K - $863K
|
3.15K
$1.06M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2.86KNew |
$660K - $783K
|
2.86K
$963K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.09KNew |
$482K - $571K
|
2.09K
$703K
|
|
|
May 14, 2024
Q1 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.9KNew |
$438K - $520K
|
1.9K
$640K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.67KNew |
$386K - $458K
|
1.67K
$564K
|
|
|
May 08, 2024
Q1 2024
|
Schwab Charitable Fund
|
BUY
|
- |
1KNew |
$231K - $274K
|
1K
$337K
|
|
|
May 15, 2024
Q1 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
989New |
$228K - $271K
|
989
$333K
|
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
985New |
$227K - $270K
|
985
$332K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
838+ 11.18% |
$193K - $229K
|
8.34K
$2.81M
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
770New |
$178K - $211K
|
770
$259K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
324+ 64.8% |
$74.8K - $88.7K
|
824
$278K
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
166+ 2.9% |
$38.3K - $45.4K
|
5.9K
$1.99M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
157+ 11.17% |
$36.2K - $43K
|
1.56K
$527K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
92New |
$21.2K - $25.2K
|
92
$31K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
37New |
$8.54K - $10.1K
|
37
$12.5K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
24New |
$5.54K - $6.57K
|
24
$8.09K
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
15+ 0.33% |
$3.46K - $4.11K
|
4.6K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
14+ 10.69% |
$3.23K - $3.83K
|
145
$48.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
7+ 15.56% |
$1.62K - $1.92K
|
52
$17.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
7New |
$1.62K - $1.92K
|
7
$2.36K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5New |
$1.15K - $1.37K
|
5
$1.68K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
4New |
$923 - $1.1K
|
4
$1.35K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
4New |
$923 - $1.1K
|
4
$1.35K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$231 - $274
|
1
$337
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
18.8KNew |
$3.95M - $4.51M
|
18.8K
$6.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
17.2KNew |
$3.62M - $4.13M
|
17.2K
$5.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Gcm Grosvenor Holdings, LLC
Chicago, IL |
BUY
|
- |
13K+ 12.35% |
$2.73M - $3.12M
|
118K
$39.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
9.63KNew |
$2.02M - $2.31M
|
9.63K
$3.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
6KNew |
$1.26M - $1.44M
|
6K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3.49KNew |
$732K - $837K
|
3.49K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.01KNew |
$631K - $721K
|
3.01K
$1.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.88KNew |
$604K - $690K
|
2.88K
$970K
|
|
|
Feb 14, 2024
Q4 2023
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
1.36KNew |
$285K - $325K
|
1.36K
$457K
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.22KNew |
$256K - $293K
|
1.22K
$411K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
1.11KNew |
$234K - $267K
|
1.11K
$375K
|
|
|
Feb 15, 2024
Q4 2023
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
1.11KNew |
$233K - $266K
|
1.11K
$374K
|
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.09KNew |
$229K - $262K
|
1.09K
$368K
|
|
|
Feb 01, 2024
Q4 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
750+ 37.5% |
$157K - $180K
|
2.75K
$927K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
395+ 4.59% |
$82.9K - $94.7K
|
9K
$3.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
322New |
$67.6K - $77.2K
|
322
$109K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
154+ 41.62% |
$32.3K - $36.9K
|
524
$177K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
84New |
$17.6K - $20.1K
|
84
$28.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
52New |
$10.9K - $12.5K
|
52
$17.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
36New |
$7.56K - $8.63K
|
36
$12.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
21New |
$4.41K - $5.04K
|
21
$7.08K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
18New |
$3.78K - $4.32K
|
18
$6.07K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
17New |
$3.57K - $4.08K
|
17
$5.73K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
15New |
$3.15K - $3.6K
|
15
$5.05K
|
|