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 07, 2025
Q2 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
1.69K+ 9.54% |
$479K - $658K
|
19.4K
$6.55M
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
1.67K+ 11.49% |
$473K - $650K
|
16.2K
$5.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.67K+ 30.02% |
$472K - $648K
|
7.21K
$2.43M
|
|
|
Aug 13, 2025
Q2 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
1.65K+ 2.87% |
$466K - $640K
|
58.9K
$19.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
1.62KNew |
$460K - $632K
|
1.62K
$547K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.62K+ 957.99% |
$459K - $630K
|
1.79K
$603K
|
|
|
Aug 13, 2025
Q2 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.6KNew |
$453K - $622K
|
1.6K
$539K
|
|
|
Aug 14, 2025
Q2 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
1.6K+ 138.9% |
$452K - $621K
|
2.75K
$925K
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
BUY
|
- |
1.58K+ 10.73% |
$447K - $614K
|
16.3K
$5.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
1.56K+ 6.57% |
$443K - $608K
|
25.4K
$8.55M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.56K+ 20.52% |
$442K - $607K
|
9.16K
$3.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.55KNew |
$439K - $603K
|
1.55K
$522K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.52K+ 23.38% |
$430K - $591K
|
8.02K
$2.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
PUT |
1.5KNew |
$425K - $583K
|
1.5K
$505K
|
|
|
Aug 05, 2025
Q2 2025
|
Lynwood Price Capital Management LP
Austin, TX |
BUY
|
- |
1.5K+ 2.86% |
$425K - $583K
|
54K
$18.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Pettee Investors, Inc.
|
BUY
|
- |
1.49KNew |
$422K - $580K
|
1.49K
$502K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.49K+ 26.37% |
$421K - $578K
|
7.13K
$2.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.41KNew |
$400K - $550K
|
1.41K
$476K
|
|
|
Aug 08, 2025
Q2 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
1.4K+ 9.33% |
$397K - $545K
|
16.4K
$5.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.4KNew |
$397K - $545K
|
1.4K
$472K
|
|
|
Aug 13, 2025
Q2 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
1.36K+ 24.25% |
$386K - $531K
|
6.99K
$2.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
1.35K+ 8.37% |
$382K - $525K
|
17.5K
$5.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.34K+ 166.42% |
$379K - $520K
|
2.14K
$722K
|
|
|
Aug 05, 2025
Q2 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
1.33K+ 13.19% |
$377K - $518K
|
11.4K
$3.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
1.3K+ 4.91% |
$368K - $506K
|
27.8K
$9.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
1.27K+ 11.76% |
$361K - $495K
|
12.1K
$4.08M
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.26KNew |
$358K - $491K
|
1.26K
$426K
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.23KNew |
$349K - $479K
|
1.23K
$415K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.2K+ 20.49% |
$341K - $468K
|
7.08K
$2.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.2KNew |
$341K - $468K
|
1.2K
$405K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
1.15KNew |
$326K - $447K
|
1.15K
$387K
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.15KNew |
$325K - $446K
|
1.15K
$387K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.13K+ 20.61% |
$320K - $440K
|
6.61K
$2.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.12KNew |
$318K - $436K
|
1.12K
$378K
|
|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.11KNew |
$315K - $432K
|
1.11K
$374K
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
1.1KNew |
$312K - $428K
|
1.1K
$371K
|
|
|
Aug 13, 2025
Q2 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
1.1KNew |
$312K - $428K
|
1.1K
$371K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.09K+ 45.47% |
$309K - $424K
|
3.49K
$1.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.07K+ 102.58% |
$304K - $418K
|
2.12K
$715K
|
|
|
Aug 05, 2025
Q2 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.06K+ 54.27% |
$299K - $410K
|
3K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.05KNew |
$298K - $410K
|
1.05K
$355K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.04KNew |
$294K - $404K
|
1.04K
$350K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.04K+ 6.17% |
$294K - $403K
|
17.8K
$6.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.01K+ 96.48% |
$287K - $394K
|
2.07K
$696K
|
|
|
Aug 14, 2025
Q2 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
1KNew |
$283K - $389K
|
1K
$337K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
992+ 12.37% |
$281K - $386K
|
9.01K
$3.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
989+ 1.81% |
$280K - $385K
|
55.6K
$18.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
957+ 44.89% |
$271K - $372K
|
3.09K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
- |
949+ 4.1% |
$269K - $369K
|
24.1K
$8.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
911New |
$258K - $354K
|
911
$307K
|