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 12, 2025
Q1 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
4.98KNew |
$1.54M - $1.91M
|
4.98K
$1.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.83K+ 265.26% |
$1.49M - $1.85M
|
6.66K
$2.49M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.56K+ 13.05% |
$1.41M - $1.75M
|
39.5K
$14.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4.32K+ 198.3% |
$1.33M - $1.66M
|
6.5K
$2.43M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.22K+ 95.11% |
$1.3M - $1.62M
|
8.67K
$3.24M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.21K+ 26.62% |
$1.3M - $1.61M
|
20K
$7.49M
|
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
BUY
|
- |
4.16KNew |
$1.28M - $1.59M
|
4.16K
$1.56M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.75K+ 25.57% |
$1.16M - $1.44M
|
18.4K
$6.89M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.73K+ 29.01% |
$1.15M - $1.43M
|
16.6K
$6.21M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.72K+ 2.17% |
$1.15M - $1.43M
|
175K
$65.7M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
3.64KNew |
$1.13M - $1.4M
|
3.64K
$1.36M
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
3.62K+ 6.63% |
$1.12M - $1.39M
|
58.3K
$21.8M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.19K+ 18.83% |
$984K - $1.22M
|
20.1K
$7.53M
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
3.18KNew |
$983K - $1.22M
|
3.18K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
3.03KNew |
$934K - $1.16M
|
3.03K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
3.01K+ 26.15% |
$930K - $1.15M
|
14.5K
$5.44M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.96K+ 2.56% |
$913K - $1.13M
|
118K
$44.3M
|
|
|
May 14, 2025
Q1 2025
|
Silvant Capital Management LLC
|
BUY
|
- |
2.96K+ 23.18% |
$913K - $1.13M
|
15.7K
$5.88M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.96KNew |
$913K - $1.13M
|
2.96K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
2.88KNew |
$888K - $1.1M
|
2.88K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.86K+ 330.17% |
$882K - $1.09M
|
3.72K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
2.8K+ 16.97% |
$865K - $1.07M
|
19.3K
$7.23M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.54KNew |
$784K - $973K
|
2.54K
$951K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.52K+ 83.22% |
$778K - $966K
|
5.55K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.5K+ 155.85% |
$773K - $959K
|
4.11K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
2.42KNew |
$748K - $928K
|
2.42K
$907K
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
2.41KNew |
$743K - $922K
|
2.41K
$901K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.39K+ 0.55% |
$738K - $915K
|
437K
$164M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.35K+ 64.25% |
$726K - $900K
|
6.01K
$2.25M
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
2.25KNew |
$696K - $864K
|
2.25K
$843K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.21K+ 45.19% |
$684K - $848K
|
7.11K
$2.66M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.19K+ 14.08% |
$675K - $838K
|
17.7K
$6.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
2.16KNew |
$668K - $830K
|
2.16K
$810K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
2.16K+ 16.57% |
$666K - $826K
|
15.2K
$5.67M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.02KNew |
$624K - $774K
|
2.02K
$756K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2K+ 10.43% |
$618K - $767K
|
21.2K
$7.93M
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.94KNew |
$600K - $745K
|
1.94K
$728K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.91K+ 23.16% |
$590K - $732K
|
10.2K
$3.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.91KNew |
$590K - $732K
|
1.91K
$715K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
CALL |
1.9KNew |
$587K - $728K
|
1.9K
$711K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.7K+ 100.24% |
$526K - $652K
|
3.4K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.61K+ 4.86% |
$498K - $618K
|
34.7K
$13M
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1.61K+ 1246.51% |
$497K - $616K
|
1.74K
$650K
|
|
|
May 13, 2025
Q1 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
1.58K+ 3.08% |
$486K - $604K
|
52.6K
$19.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.57KNew |
$484K - $601K
|
1.57K
$587K
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.49K+ 15.22% |
$460K - $570K
|
11.3K
$4.22M
|
|
|
May 15, 2025
Q1 2025
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
1.45KNew |
$449K - $557K
|
1.45K
$544K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.41K+ 18.6% |
$436K - $540K
|
8.99K
$3.37M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.41K+ 73.1% |
$434K - $539K
|
3.33K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.4K+ 33.07% |
$433K - $537K
|
5.64K
$2.11M
|