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 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
3.89K+ 46.76% |
$1.1M - $1.51M
|
12.2K
$4.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.81KNew |
$1.08M - $1.48M
|
3.81K
$1.29M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.75K+ 232.88% |
$1.06M - $1.46M
|
5.36K
$1.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Aviva PLC
|
BUY
|
- |
3.71K+ 7.09% |
$1.05M - $1.44M
|
56K
$18.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
3.61KNew |
$1.02M - $1.41M
|
3.61K
$1.22M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.52K+ 286.96% |
$998K - $1.37M
|
4.75K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.36K+ 33.06% |
$951K - $1.31M
|
13.5K
$4.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
3.32K+ 5.04% |
$941K - $1.29M
|
69.2K
$23.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
3.3K+ 29.27% |
$934K - $1.28M
|
14.6K
$4.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3.24KNew |
$918K - $1.26M
|
3.24K
$1.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
3.18K+ 2816.81% |
$902K - $1.24M
|
3.3K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
3.16K+ 9.28% |
$895K - $1.23M
|
37.2K
$12.5M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.15K+ 31.76% |
$894K - $1.23M
|
13.1K
$4.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.12K+ 1.97% |
$885K - $1.22M
|
162K
$54.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.9KNew |
$822K - $1.13M
|
2.9K
$977K
|
|
|
Aug 05, 2025
Q2 2025
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
2.9K+ 95.74% |
$820K - $1.13M
|
5.92K
$2M
|
|
|
Aug 14, 2025
Q2 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
2.87K+ 14.87% |
$812K - $1.12M
|
22.2K
$7.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.84KNew |
$804K - $1.1M
|
2.84K
$956K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.78K+ 1.35% |
$787K - $1.08M
|
208K
$70.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
2.75K+ 11.67% |
$780K - $1.07M
|
26.3K
$8.88M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.68K+ 18.26% |
$760K - $1.04M
|
17.4K
$5.86M
|
|
|
Aug 13, 2025
Q2 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
2.67K+ 3.66% |
$757K - $1.04M
|
75.8K
$25.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
2.66K+ 13.37% |
$754K - $1.03M
|
22.6K
$7.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
2.65K+ 5.69% |
$750K - $1.03M
|
49.2K
$16.6M
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
2.6K+ 11.82% |
$736K - $1.01M
|
24.6K
$8.28M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.6K+ 121.76% |
$735K - $1.01M
|
4.73K
$1.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Tran Capital Management, L.P.
|
BUY
|
- |
2.55KNew |
$724K - $993K
|
2.55K
$861K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
2.4K+ 8.73% |
$680K - $934K
|
29.9K
$10.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.39K+ 26533.33% |
$677K - $929K
|
2.4K
$808K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.38K+ 8.89% |
$673K - $924K
|
29.1K
$9.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.29K+ 227.06% |
$649K - $891K
|
3.3K
$1.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.28KNew |
$646K - $886K
|
2.28K
$768K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.17K+ 17.97% |
$614K - $843K
|
14.2K
$4.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
2.15KNew |
$610K - $837K
|
2.15K
$725K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.12K+ 19.43% |
$601K - $826K
|
13.1K
$4.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
2.06K+ 1.11% |
$584K - $802K
|
188K
$63.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
2K+ 400.0% |
$567K - $778K
|
2.5K
$842K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
1.9KNew |
$538K - $739K
|
1.9K
$640K
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
1.9K+ 7.66% |
$538K - $739K
|
26.7K
$9M
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.89K+ 6.65% |
$536K - $736K
|
30.4K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
1.88KNew |
$533K - $732K
|
1.88K
$634K
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.88K+ 8.37% |
$533K - $732K
|
24.4K
$8.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.85K+ 17.04% |
$524K - $719K
|
12.7K
$4.28M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
1.83K+ 1052.3% |
$519K - $712K
|
2.01K
$676K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.82KNew |
$516K - $708K
|
1.82K
$613K
|
|
|
Aug 14, 2025
Q2 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.79KNew |
$508K - $697K
|
1.79K
$604K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1.79K+ 136.87% |
$508K - $697K
|
3.1K
$1.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
1.78K+ 28.06% |
$505K - $693K
|
8.13K
$2.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.72K+ 60.34% |
$488K - $670K
|
4.58K
$1.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
1.72K+ 7.95% |
$487K - $669K
|
23.3K
$7.87M
|