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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
73+ 11.66% |
$20.7K - $28.4K
|
699
$262K
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
66+ 0.73% |
$18.7K - $25.7K
|
9.09K
$3.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
63+ 34.81% |
$17.8K - $24.5K
|
244
$91.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
62+ 0.15% |
$17.6K - $24.1K
|
41.2K
$15.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
56+ 3.99% |
$15.9K - $21.8K
|
1.46K
$547K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
40+ 5.36% |
$11.3K - $15.6K
|
786
$294K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
33+ 2.03% |
$9.35K - $12.8K
|
1.66K
$622K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
24+ 2.62% |
$6.8K - $9.34K
|
939
$352K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
22+ 0.53% |
$6.23K - $8.56K
|
4.16K
$1.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
19+ 1.18% |
$5.38K - $7.39K
|
1.63K
$608K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18New |
$5.1K - $7K
|
18
$6.74K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
15+ 1.1% |
$4.25K - $5.83K
|
1.38K
$517K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
14+ 175.0% |
$3.97K - $5.45K
|
22
$8.24K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
12+ 1.26% |
$3.4K - $4.67K
|
968
$362K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
9New |
$2.55K - $3.5K
|
9
$3.37K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
7+ 0.58% |
$1.98K - $2.72K
|
1.21K
$452K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
5+ 100.0% |
$1.42K - $1.94K
|
10
$3.74K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4+ 33.33% |
$1.13K - $1.56K
|
16
$5.99K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3+ 150.0% |
$850 - $1.17K
|
5
$1.87K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
3+ 0.01% |
$850 - $1.17K
|
28.4K
$10.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 50.0% |
$567 - $778
|
6
$2.25K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 100.0% |
$567 - $778
|
4
$1.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2+ 0.25% |
$567 - $778
|
798
$299K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 16.67% |
$283 - $389
|
7
$2.62K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1New |
$283 - $389
|
1
$374
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Winslow Capital Management, LLC
Minneapolis, MN |
BUY
|
- |
1.46MNew |
$450M - $559M
|
1.46M
$546M
|
|
|
May 14, 2025
Q1 2025
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
1.05M+ 224.07% |
$325M - $404M
|
1.52M
$570M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
972K+ 1453.31% |
$300M - $373M
|
1.04M
$389M
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
BUY
|
- |
851K+ 786.21% |
$263M - $326M
|
959K
$359M
|
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
674KNew |
$208M - $258M
|
674K
$252M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
659KNew |
$203M - $252M
|
659K
$247M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
643K+ 550.55% |
$198M - $246M
|
759K
$284M
|
|
|
May 06, 2025
Q1 2025
|
John Armitage
Egerton Capital (Uk) LLP
|
BUY
|
- |
614K+ 238.08% |
$190M - $235M
|
871K
$326M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
587K+ 174.04% |
$181M - $225M
|
924K
$346M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
400K+ 35.88% |
$124M - $153M
|
1.52M
$568M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
262K+ 223.98% |
$80.9M - $100M
|
379K
$142M
|
|
|
May 14, 2025
Q1 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
213K+ 478.11% |
$65.7M - $81.6M
|
257K
$96.3M
|
|
|
May 14, 2025
Q1 2025
|
Surgo Cap Partners LP
New York, NY |
BUY
|
- |
197K+ 27.8% |
$60.9M - $75.6M
|
906K
$339M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
186KNew |
$57.5M - $71.3M
|
186K
$69.6M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
178K+ 17.31% |
$54.9M - $68.2M
|
1.21M
$451M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
173K+ 34.33% |
$53.5M - $66.3M
|
677K
$254M
|
|
|
May 14, 2025
Q1 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
158K+ 243.49% |
$48.8M - $60.6M
|
223K
$83.4M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
156K+ 1552.27% |
$48.1M - $59.6M
|
166K
$62M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
154K+ 2.14% |
$47.6M - $59.1M
|
7.37M
$2.76B
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
147KNew |
$45.6M - $56.5M
|
147K
$55.2M
|
|
|
May 15, 2025
Q1 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
135KNew |
$41.8M - $51.9M
|
135K
$50.7M
|
|
|
May 15, 2025
Q1 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
128K+ 5227.39% |
$39.5M - $49M
|
130K
$48.8M
|
|
|
May 15, 2025
Q1 2025
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
125KNew |
$38.6M - $47.9M
|
125K
$46.8M
|
|
|
May 09, 2025
Q1 2025
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
124K+ 17.59% |
$38.4M - $47.6M
|
830K
$311M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
106K+ 8.81% |
$32.6M - $40.5M
|
1.3M
$488M
|
|