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 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
334+ 16.83% |
$76.8K - $112K
|
2.32K
$851K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
331+ 34.02% |
$76.1K - $111K
|
1.3K
$478K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
330New |
$75.9K - $111K
|
330
$121K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
318+ 129.27% |
$73.1K - $107K
|
564
$207K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
316+ 3.99% |
$72.6K - $106K
|
8.23K
$3.02M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
285+ 4.65% |
$65.5K - $95.7K
|
6.42K
$2.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
262+ 3.64% |
$60.2K - $88K
|
7.47K
$2.74M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
240New |
$55.2K - $80.6K
|
240
$88.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
233+ 1.42% |
$53.6K - $78.3K
|
16.6K
$6.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
210+ 5.77% |
$48.3K - $70.5K
|
3.85K
$1.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
200New |
$46K - $67.2K
|
200
$73.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
176+ 5.81% |
$40.5K - $59.1K
|
3.21K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
151+ 0.73% |
$34.7K - $50.7K
|
21K
$7.69M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
149+ 71.63% |
$34.2K - $50.1K
|
357
$131K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
95+ 9.94% |
$21.8K - $31.9K
|
1.05K
$386K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
86+ 5.07% |
$19.8K - $28.9K
|
1.78K
$654K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
83+ 2.03% |
$19.1K - $27.9K
|
4.17K
$1.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
63+ 6.93% |
$14.5K - $21.2K
|
972
$357K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
63+ 2.61% |
$14.5K - $21.2K
|
2.48K
$910K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
55+ 3.61% |
$12.6K - $18.5K
|
1.58K
$579K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
53+ 3.1% |
$12.2K - $17.8K
|
1.76K
$646K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
51+ 5.62% |
$11.7K - $17.1K
|
958
$351K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
50+ 4.62% |
$11.5K - $16.8K
|
1.13K
$415K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
40+ 190.48% |
$9.19K - $13.4K
|
61
$22.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
36+ 4.09% |
$8.27K - $12.1K
|
916
$336K
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
35+ 2.12% |
$8.04K - $11.8K
|
1.69K
$619K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
34+ 178.95% |
$7.81K - $11.4K
|
53
$19.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
25+ 0.4% |
$5.75K - $8.4K
|
6.24K
$2.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
22+ 0.24% |
$5.06K - $7.39K
|
9.35K
$3.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
22+ 1.27% |
$5.06K - $7.39K
|
1.75K
$642K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
20+ 15.87% |
$4.6K - $6.72K
|
146
$53.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
19+ 0.92% |
$4.37K - $6.38K
|
2.09K
$768K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
19New |
$4.37K - $6.38K
|
19
$6.97K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
16+ 19.05% |
$3.68K - $5.37K
|
100
$36.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
14+ 1.05% |
$3.22K - $4.7K
|
1.35K
$496K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
14+ 7.61% |
$3.22K - $4.7K
|
198
$72.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
10New |
$2.3K - $3.36K
|
10
$3.67K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
10+ 250.0% |
$2.3K - $3.36K
|
14
$5.14K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
7+ 0.81% |
$1.61K - $2.35K
|
875
$321K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4New |
$919 - $1.34K
|
4
$1.47K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 10.53% |
$919 - $1.34K
|
42
$15.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 13.79% |
$919 - $1.34K
|
33
$12.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3+ 0.12% |
$690 - $1.01K
|
2.43K
$892K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 16.67% |
$460 - $672
|
14
$5.14K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.12% |
$230 - $336
|
866
$318K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1New |
$230 - $336
|
1
$367
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$230 - $336
|
1
$367
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1New |
$230 - $336
|
1
$367
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.76% |
$230 - $336
|
133
$48.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.12% |
$230 - $336
|
864
$317K
|