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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Amundi
Paris, I0 |
BUY
|
- |
15K+ 15.12% |
$4.24M - $5.82M
|
114K
$38.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
14.7KNew |
$4.16M - $5.71M
|
14.7K
$4.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
14.7K+ 5.24% |
$4.15M - $5.7M
|
295K
$99.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
13.8K+ 20.27% |
$3.92M - $5.39M
|
82.2K
$27.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
11.3K+ 0.37% |
$3.21M - $4.4M
|
3.08M
$1.04B
|
|
|
Aug 13, 2025
Q2 2025
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
10.9K+ 201.14% |
$3.1M - $4.25M
|
16.4K
$5.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.9K+ 5.81% |
$3.08M - $4.23M
|
198K
$66.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.6K+ 1.23% |
$3M - $4.13M
|
871K
$293M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.4K+ 11.91% |
$2.96M - $4.06M
|
98.1K
$33.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
10.3K+ 17.67% |
$2.92M - $4M
|
68.5K
$23.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
10.1KNew |
$2.85M - $3.92M
|
10.1K
$3.39M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10K+ 29.93% |
$2.83M - $3.89M
|
43.4K
$14.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
9.96K+ 5.77% |
$2.82M - $3.87M
|
183K
$61.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.59K+ 70.2% |
$2.72M - $3.73M
|
23.3K
$7.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.47K+ 5.07% |
$2.68M - $3.68M
|
196K
$66.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
9.26K+ 5.27% |
$2.62M - $3.6M
|
185K
$62.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
9.23K+ 32.79% |
$2.61M - $3.59M
|
37.4K
$12.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
8.45K+ 84.0% |
$2.39M - $3.29M
|
18.5K
$6.24M
|
|
|
Aug 13, 2025
Q2 2025
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
8.32K+ 6.06% |
$2.36M - $3.24M
|
146K
$49.1M
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
8.27K+ 1.4% |
$2.34M - $3.22M
|
597K
$201M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.21K+ 6.94% |
$2.32M - $3.19M
|
126K
$42.6M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
8.14KNew |
$2.31M - $3.17M
|
8.14K
$2.74M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.95KNew |
$2.25M - $3.09M
|
7.95K
$2.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.94K+ 37.09% |
$2.25M - $3.09M
|
29.3K
$9.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
7.6K+ 21.87% |
$2.15M - $2.95M
|
42.3K
$14.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.27KNew |
$2.06M - $2.83M
|
7.27K
$2.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7.1KNew |
$2.01M - $2.76M
|
7.1K
$2.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
6.54K+ 1232.39% |
$1.85M - $2.55M
|
7.08K
$2.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.18K+ 1.04% |
$1.75M - $2.4M
|
602K
$203M
|
|
|
Jul 28, 2025
Q2 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
5.96KNew |
$1.69M - $2.32M
|
5.96K
$2.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
5.92KNew |
$1.68M - $2.3M
|
5.92K
$2M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
5.88K+ 51.13% |
$1.66M - $2.29M
|
17.4K
$5.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
5.87K+ 198.78% |
$1.66M - $2.28M
|
8.83K
$2.98M
|
|
|
Aug 01, 2025
Q2 2025
|
Tom Gayner
Markel Corp
|
BUY
|
- |
5.5K+ 1.02% |
$1.56M - $2.14M
|
545K
$184M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.42KNew |
$1.54M - $2.11M
|
5.42K
$1.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.33K+ 1.03% |
$1.51M - $2.07M
|
523K
$176M
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
5.3K+ 309.94% |
$1.5M - $2.06M
|
7.01K
$2.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
4.92K+ 0.13% |
$1.39M - $1.91M
|
3.68M
$1.24B
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
4.83K+ 10.36% |
$1.37M - $1.88M
|
51.5K
$17.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
4.8KNew |
$1.36M - $1.87M
|
4.8K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
4.79KNew |
$1.36M - $1.86M
|
4.79K
$1.61M
|
|
|
Aug 04, 2025
Q2 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
4.76K+ 95.72% |
$1.35M - $1.85M
|
9.74K
$3.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
4.56K+ 4.51% |
$1.29M - $1.78M
|
106K
$35.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
4.43KNew |
$1.25M - $1.72M
|
4.43K
$1.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4.37KNew |
$1.24M - $1.7M
|
4.37K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
4.25K+ 3.74% |
$1.21M - $1.65M
|
118K
$39.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
4.2KNew |
$1.19M - $1.63M
|
4.2K
$1.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.14K+ 59.22% |
$1.17M - $1.61M
|
11.1K
$3.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Castle Hook Partners LP
New York, NY |
BUY
|
- |
4.05KNew |
$1.15M - $1.57M
|
4.05K
$1.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.04KNew |
$1.14M - $1.57M
|
4.04K
$1.36M
|