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, 2023
Q1 2023
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
- |
55KNew |
$10.6M - $14.1M
|
55K
$18.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Australian Super Pty LTD
|
BUY
|
- |
52.1KNew |
$10M - $13.3M
|
52.1K
$17.6M
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
24.8K+ 300.71% |
$4.77M - $6.35M
|
33.1K
$11.2M
|
|
|
May 15, 2023
Q1 2023
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
20KNew |
$3.84M - $5.11M
|
20K
$6.74M
|
|
|
May 04, 2023
Q1 2023
|
Segantii Capital Management LTD
|
BUY
|
- |
16.5KNew |
$3.17M - $4.22M
|
16.5K
$5.56M
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
7.23KNew |
$1.39M - $1.85M
|
7.23K
$2.43M
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
5.97KNew |
$1.15M - $1.52M
|
5.97K
$2.01M
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
4.23KNew |
$812K - $1.08M
|
4.23K
$1.43M
|
|
|
Apr 28, 2023
Q1 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
3.64K+ 45.61% |
$698K - $929K
|
11.6K
$3.91M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.05KNew |
$586K - $781K
|
3.05K
$1.03M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
3KNew |
$576K - $767K
|
3K
$1.01M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.99KNew |
$574K - $764K
|
2.99K
$1.01M
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
2.52KNew |
$484K - $645K
|
2.52K
$850K
|
|
|
May 15, 2023
Q1 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.33K+ 88.63% |
$448K - $596K
|
4.96K
$1.67M
|
|
|
Apr 26, 2023
Q1 2023
|
Act Advisors, Llc.
|
BUY
|
- |
1.9K+ 189.71% |
$365K - $485K
|
2.9K
$977K
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
BUY
|
- |
1.81KNew |
$348K - $463K
|
1.81K
$610K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
1.75K+ 106.39% |
$336K - $447K
|
3.39K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
1.7KNew |
$326K - $434K
|
1.7K
$573K
|
|
|
May 15, 2023
Q1 2023
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
1.7KNew |
$326K - $434K
|
1.7K
$573K
|
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.44KNew |
$276K - $367K
|
1.44K
$484K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
545New |
$105K - $139K
|
545
$184K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
203New |
$39K - $51.9K
|
203
$68.4K
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
75New |
$14.4K - $19.2K
|
75
$25.3K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
73New |
$14K - $18.7K
|
73
$24.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
50New |
$9.6K - $12.8K
|
50
$16.8K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
27New |
$5.18K - $6.9K
|
27
$9.1K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
12New |
$2.3K - $3.07K
|
12
$4.04K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
5New |
$960 - $1.28K
|
5
$1.68K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
4+ 5.8% |
$768 - $1.02K
|
73
$24.6K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$576 - $767
|
3
$1.01K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
794KNew |
$164M - $214M
|
794K
$268M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
600KNew |
$124M - $162M
|
600K
$202M
|
|
|
Feb 10, 2023
Q4 2022
|
Ing Groep Nv
|
BUY
|
- |
18.9KNew |
$3.91M - $5.1M
|
18.9K
$6.37M
|
|
|
Jan 04, 2023
Q4 2022
|
Abner Herrman & Brock LLC
|
BUY
|
- |
13.8K+ 555.56% |
$2.85M - $3.71M
|
16.2K
$5.47M
|
|
|
Feb 10, 2023
Q4 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
13.3K+ 409.17% |
$2.74M - $3.57M
|
16.5K
$5.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
13.2K+ 17.13% |
$2.72M - $3.55M
|
90K
$30.3M
|
|
|
Jan 27, 2023
Q4 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
11.4K+ 921.65% |
$2.36M - $3.08M
|
12.6K
$4.26M
|
|
|
Jan 30, 2023
Q4 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
11.1KNew |
$2.29M - $2.98M
|
11.1K
$3.73M
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
6KNew |
$1.24M - $1.62M
|
6K
$2.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.25KNew |
$672K - $875K
|
3.25K
$1.09M
|
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
3.16KNew |
$654K - $853K
|
3.16K
$1.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
2KNew |
$414K - $539K
|
2K
$674K
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
1.54KNew |
$319K - $416K
|
1.54K
$520K
|
|
|
Feb 14, 2023
Q4 2022
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
1.49KNew |
$308K - $402K
|
1.49K
$502K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.26KNew |
$261K - $340K
|
1.26K
$425K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.22KNew |
$253K - $329K
|
1.22K
$412K
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
1.04KNew |
$216K - $281K
|
1.04K
$351K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
561New |
$116K - $151K
|
561
$189K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
474+ 17.12% |
$98.1K - $128K
|
3.24K
$1.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
100New |
$20.7K - $27K
|
100
$33.7K
|
|