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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
16.6K+ 6.3% |
$5.12M - $6.36M
|
280K
$105M
|
|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
16.1K+ 80.55% |
$4.98M - $6.19M
|
36.2K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Interval Partners, LP
New York, NY |
BUY
|
CALL |
16KNew |
$4.94M - $6.13M
|
16K
$5.99M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
15.8K+ 0.52% |
$4.89M - $6.07M
|
3.07M
$1.15B
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
15.3K+ 226.86% |
$4.72M - $5.85M
|
22K
$8.24M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
15.1K+ 35.88% |
$4.67M - $5.8M
|
57.3K
$21.4M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
15K+ 9.87% |
$4.64M - $5.76M
|
167K
$62.6M
|
|
|
May 15, 2025
Q1 2025
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
15K+ 50.0% |
$4.63M - $5.75M
|
45K
$16.8M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
15K+ 34.76% |
$4.63M - $5.74M
|
58.1K
$21.7M
|
|
|
May 15, 2025
Q1 2025
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
12.5KNew |
$3.86M - $4.79M
|
12.5K
$4.68M
|
|
|
May 15, 2025
Q1 2025
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
12.5K+ 140.65% |
$3.86M - $4.79M
|
21.4K
$8.01M
|
|
|
May 15, 2025
Q1 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
12.5KNew |
$3.86M - $4.79M
|
12.5K
$4.68M
|
|
|
May 15, 2025
Q1 2025
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
12.5KNew |
$3.86M - $4.79M
|
12.5K
$4.68M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
12.4KNew |
$3.84M - $4.76M
|
12.4K
$4.65M
|
|
|
May 14, 2025
Q1 2025
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
11.5K+ 23.54% |
$3.54M - $4.39M
|
60.1K
$22.5M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
11K+ 19.28% |
$3.41M - $4.23M
|
68.3K
$25.6M
|
|
|
May 13, 2025
Q1 2025
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
10.8KNew |
$3.35M - $4.16M
|
10.8K
$4.06M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
10.1K+ 3.53% |
$3.13M - $3.89M
|
297K
$111M
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
10.1KNew |
$3.12M - $3.87M
|
10.1K
$3.78M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
10.1KNew |
$3.11M - $3.86M
|
10.1K
$3.77M
|
|
|
May 15, 2025
Q1 2025
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
10KNew |
$3.09M - $3.83M
|
10K
$3.74M
|
|
|
May 12, 2025
Q1 2025
|
Ovata Capital Management LTD
|
BUY
|
- |
10KNew |
$3.09M - $3.83M
|
10K
$3.74M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
9.36KNew |
$2.89M - $3.59M
|
9.36K
$3.5M
|
|
|
May 14, 2025
Q1 2025
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
BUY
|
- |
9.31KNew |
$2.87M - $3.57M
|
9.31K
$3.48M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
9.05K+ 0.54% |
$2.79M - $3.47M
|
1.68M
$629M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
8.94K+ 13.6% |
$2.76M - $3.43M
|
74.7K
$28M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.7K+ 992.47% |
$2.69M - $3.34M
|
9.58K
$3.59M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.42K+ 8.05% |
$2.6M - $3.23M
|
113K
$42.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
8.41K+ 37.59% |
$2.6M - $3.22M
|
30.8K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
8.4KNew |
$2.59M - $3.22M
|
8.4K
$3.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
7.79K+ 213.51% |
$2.41M - $2.99M
|
11.4K
$4.28M
|
|
|
May 15, 2025
Q1 2025
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
7.5KNew |
$2.32M - $2.87M
|
7.5K
$2.81M
|
|
|
May 15, 2025
Q1 2025
|
Symmetry Investments LP
|
BUY
|
- |
7.5KNew |
$2.32M - $2.87M
|
7.5K
$2.81M
|
|
|
May 14, 2025
Q1 2025
|
Siren, L.L.C.
New York, NY |
BUY
|
- |
7.5KNew |
$2.32M - $2.87M
|
7.5K
$2.81M
|
|
|
May 14, 2025
Q1 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
7.3KNew |
$2.25M - $2.8M
|
7.3K
$2.73M
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
7.15K+ 15.84% |
$2.21M - $2.74M
|
52.3K
$19.6M
|
|
|
May 06, 2025
Q1 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
7.11K+ 25.94% |
$2.2M - $2.73M
|
34.5K
$12.9M
|
|
|
May 13, 2025
Q1 2025
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
7KNew |
$2.16M - $2.68M
|
7K
$2.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
6.99KNew |
$2.16M - $2.68M
|
6.99K
$2.62M
|
|
|
May 02, 2025
Q1 2025
|
Tom Gayner
Markel Corp
|
BUY
|
- |
6.7K+ 1.26% |
$2.07M - $2.57M
|
539K
$202M
|
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
6.61KNew |
$2.04M - $2.54M
|
6.61K
$2.48M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.26K+ 41.32% |
$1.93M - $2.4M
|
21.4K
$8.01M
|
|
|
May 15, 2025
Q1 2025
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
6.1K+ 87.59% |
$1.88M - $2.34M
|
13.1K
$4.89M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.77K+ 3.39% |
$1.78M - $2.21M
|
176K
$65.8M
|
|
|
May 14, 2025
Q1 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
5.28KNew |
$1.63M - $2.03M
|
5.28K
$1.98M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
5.18KNew |
$1.6M - $1.99M
|
5.18K
$1.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
5.08KNew |
$1.57M - $1.95M
|
5.08K
$1.9M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.03K+ 9.08% |
$1.55M - $1.93M
|
60.4K
$22.6M
|
|
|
May 15, 2025
Q1 2025
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
5KNew |
$1.54M - $1.92M
|
5K
$1.87M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
5KNew |
$1.54M - $1.92M
|
5K
$1.87M
|