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 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
560New |
$159K - $218K
|
560
$189K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
543New |
$154K - $211K
|
543
$183K
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
535+ 12.07% |
$152K - $208K
|
4.97K
$1.67M
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
535New |
$152K - $208K
|
535
$180K
|
|
|
Aug 08, 2025
Q2 2025
|
Candriam S.C.A.
|
BUY
|
- |
533+ 8.41% |
$151K - $207K
|
6.87K
$2.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
520+ 13.0% |
$147K - $202K
|
4.52K
$1.52M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
501New |
$142K - $195K
|
501
$169K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
497+ 182.05% |
$141K - $193K
|
770
$259K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
490+ 213.97% |
$139K - $191K
|
719
$242K
|
|
|
Aug 07, 2025
Q2 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
480+ 0.42% |
$136K - $187K
|
115K
$38.7M
|
|
|
Aug 13, 2025
Q2 2025
|
F
|
BUY
|
- |
468+ 5.46% |
$133K - $182K
|
9.05K
$3.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
456+ 153.02% |
$129K - $177K
|
754
$254K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
434+ 16.01% |
$123K - $169K
|
3.15K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
429+ 22.93% |
$122K - $167K
|
2.3K
$775K
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
421+ 58.23% |
$119K - $164K
|
1.14K
$386K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
416+ 3.1% |
$118K - $162K
|
13.8K
$4.66M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
415+ 9.96% |
$118K - $161K
|
4.58K
$1.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
394+ 11.33% |
$112K - $153K
|
3.87K
$1.31M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
391+ 30.86% |
$111K - $152K
|
1.66K
$559K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
382+ 12.85% |
$108K - $149K
|
3.36K
$1.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
382+ 38.66% |
$108K - $149K
|
1.37K
$462K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
381+ 5.27% |
$108K - $148K
|
7.61K
$2.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
380+ 11.37% |
$108K - $148K
|
3.72K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
378+ 219.77% |
$107K - $147K
|
550
$185K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
376+ 8.21% |
$107K - $146K
|
4.96K
$1.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis
Paris, I0 |
BUY
|
- |
361+ 74.74% |
$102K - $140K
|
844
$284K
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
353+ 7.59% |
$100K - $137K
|
5K
$1.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
337+ 10.6% |
$95.5K - $131K
|
3.52K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
335+ 6.46% |
$94.9K - $130K
|
5.52K
$1.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
331+ 21.91% |
$93.8K - $129K
|
1.84K
$621K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
314+ 135.34% |
$89K - $122K
|
546
$184K
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
303+ 38.31% |
$85.8K - $118K
|
1.09K
$369K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
303+ 31.93% |
$85.8K - $118K
|
1.25K
$422K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
295+ 46.9% |
$83.6K - $115K
|
924
$311K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
291+ 0.55% |
$82.4K - $113K
|
52.9K
$17.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
263New |
$74.5K - $102K
|
263
$88.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
261+ 30.38% |
$73.9K - $102K
|
1.12K
$377K
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
252+ 25.07% |
$71.4K - $98K
|
1.26K
$424K
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
248+ 3.85% |
$70.3K - $96.5K
|
6.69K
$2.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
238+ 19.4% |
$67.4K - $92.6K
|
1.47K
$494K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
238+ 20.93% |
$67.4K - $92.6K
|
1.38K
$463K
|
|
|
Aug 13, 2025
Q2 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
235+ 0.99% |
$66.6K - $91.4K
|
24K
$8.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
232+ 16.29% |
$65.7K - $90.2K
|
1.66K
$558K
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
231+ 21.41% |
$65.4K - $89.8K
|
1.31K
$441K
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
223+ 1.81% |
$63.2K - $86.7K
|
12.5K
$4.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
187New |
$53K - $72.7K
|
187
$63K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
184+ 2.14% |
$52.1K - $71.6K
|
8.79K
$2.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
183+ 22.99% |
$51.8K - $71.2K
|
979
$330K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
181+ 6.71% |
$51.3K - $70.4K
|
2.88K
$971K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
175New |
$49.6K - $68.1K
|
175
$59K
|