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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
62+ 13.9% |
$12.8K - $16.7K
|
508
$171K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
33New |
$6.83K - $8.9K
|
33
$11.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
26New |
$5.38K - $7.01K
|
26
$8.76K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
24New |
$4.97K - $6.47K
|
24
$8.09K
|
|
|
Feb 10, 2023
Q4 2022
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
20+ 1.45% |
$4.14K - $5.39K
|
1.4K
$470K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
17New |
$3.52K - $4.58K
|
17
$5.73K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
17New |
$3.52K - $4.58K
|
17
$5.73K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
12New |
$2.48K - $3.24K
|
12
$4.04K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
10New |
$2.07K - $2.7K
|
10
$3.37K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
5New |
$1.03K - $1.35K
|
5
$1.68K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
3New |
$621 - $809
|
3
$1.01K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
2+ 0.06% |
$414 - $539
|
3.25K
$1.1M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1New |
$207 - $270
|
1
$337
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Stamina Capital Management LP
New York, NY |
BUY
|
PUT |
25KNew |
$4.31M - $5.83M
|
25K
$8.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
12.6KNew |
$2.17M - $2.93M
|
12.6K
$4.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Stamina Capital Management LP
New York, NY |
BUY
|
- |
11.3K+ 47.58% |
$1.95M - $2.64M
|
35.1K
$11.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
9.06KNew |
$1.56M - $2.11M
|
9.06K
$3.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
3.82KNew |
$659K - $891K
|
3.82K
$1.29M
|
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
BUY
|
- |
2.73KNew |
$472K - $638K
|
2.73K
$921K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2.51K+ 1.24% |
$433K - $586K
|
206K
$69.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Asset Management CO
|
BUY
|
- |
1.6K+ 11.35% |
$276K - $373K
|
15.7K
$5.29M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.54K+ 49.58% |
$266K - $359K
|
4.65K
$1.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
1.49KNew |
$258K - $348K
|
1.49K
$503K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
1.18K+ 42.85% |
$204K - $276K
|
3.94K
$1.33M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
1.06KNew |
$182K - $246K
|
1.06K
$356K
|
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
993New |
$171K - $232K
|
993
$335K
|
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
930New |
$160K - $217K
|
930
$313K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
649+ 40.16% |
$112K - $151K
|
2.27K
$763K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
530New |
$91.4K - $124K
|
530
$179K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
500New |
$86.3K - $117K
|
500
$168K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
300New |
$51.8K - $70K
|
300
$101K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
165+ 90.66% |
$28.5K - $38.5K
|
347
$117K
|
|
|
Nov 03, 2022
Q3 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
97+ 8.81% |
$16.7K - $22.6K
|
1.2K
$404K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
57New |
$9.83K - $13.3K
|
57
$19.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
32New |
$5.52K - $7.46K
|
32
$10.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
28New |
$4.83K - $6.53K
|
28
$9.44K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
20+ 1.06% |
$3.45K - $4.66K
|
1.9K
$641K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
19New |
$3.28K - $4.43K
|
19
$6.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
12New |
$2.07K - $2.8K
|
12
$4.04K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9New |
$1.55K - $2.1K
|
9
$3.03K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
8New |
$1.38K - $1.87K
|
8
$2.7K
|
|
|
Nov 04, 2022
Q3 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.27% |
$863 - $1.17K
|
1.89K
$637K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
114KNew |
$19.1M - $24.9M
|
114K
$38.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
40KNew |
$6.7M - $8.74M
|
40K
$13.5M
|
|
|
Aug 03, 2022
Q2 2022
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
34.8KNew |
$5.83M - $7.61M
|
34.8K
$11.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
15K+ 3.75% |
$2.51M - $3.28M
|
415K
$140M
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
3.94KNew |
$659K - $860K
|
3.94K
$1.33M
|
|
|
Aug 15, 2022
Q2 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
3.5KNew |
$586K - $765K
|
3.5K
$1.18M
|
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.62KNew |
$439K - $573K
|
2.62K
$884K
|
|
|
Jul 08, 2022
Q2 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
1.83KNew |
$306K - $400K
|
1.83K
$616K
|
|