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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
1.31KNew |
$253K - $370K
|
1.31K
$482K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.3K+ 15.59% |
$252K - $368K
|
9.67K
$3.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.25K+ 6.53% |
$241K - $352K
|
20.3K
$7.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
1.2K+ 6.15% |
$232K - $339K
|
20.7K
$7.59M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.19K+ 10.96% |
$230K - $337K
|
12.1K
$4.43M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
1.18K+ 59.81% |
$228K - $334K
|
3.16K
$1.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.11K+ 27.86% |
$214K - $312K
|
5.08K
$1.86M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.1K+ 4.23% |
$213K - $311K
|
27.2K
$9.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
1.1K+ 21.57% |
$212K - $310K
|
6.2K
$2.27M
|
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1.1KNew |
$212K - $310K
|
1.1K
$404K
|
|
|
Nov 12, 2024
Q3 2024
|
Foresight Global Investors, Inc.
Purchase, NY |
BUY
|
- |
1.1K+ 19.82% |
$212K - $310K
|
6.65K
$2.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.09K+ 63.67% |
$211K - $308K
|
2.81K
$1.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.03KNew |
$199K - $290K
|
1.03K
$378K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
1.03K+ 4.72% |
$198K - $289K
|
22.8K
$8.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
952+ 25.39% |
$184K - $269K
|
4.7K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
951+ 4.65% |
$184K - $268K
|
21.4K
$7.85M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
923+ 7.78% |
$178K - $260K
|
12.8K
$4.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
923+ 57.69% |
$178K - $260K
|
2.52K
$926K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
918+ 15.67% |
$177K - $259K
|
6.78K
$2.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
916New |
$177K - $258K
|
916
$336K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
908+ 2.08% |
$175K - $256K
|
44.6K
$16.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
898+ 20.92% |
$173K - $253K
|
5.19K
$1.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
830+ 7.71% |
$160K - $234K
|
11.6K
$4.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
821+ 23.02% |
$158K - $232K
|
4.39K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
800+ 48.16% |
$154K - $226K
|
2.46K
$903K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
743+ 44.62% |
$143K - $210K
|
2.41K
$883K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
732+ 15.11% |
$141K - $206K
|
5.58K
$2.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
680+ 3.51% |
$131K - $192K
|
20.1K
$7.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
648+ 13.07% |
$125K - $183K
|
5.61K
$2.06M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
632+ 17.83% |
$122K - $178K
|
4.18K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
623+ 0.42% |
$120K - $176K
|
148K
$54.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
592+ 7.14% |
$114K - $167K
|
8.89K
$3.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
563+ 11.19% |
$109K - $159K
|
5.59K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
550+ 3.97% |
$106K - $155K
|
14.4K
$5.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
540+ 2076.92% |
$104K - $152K
|
566
$208K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
520+ 100.39% |
$100K - $147K
|
1.04K
$381K
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
500+ 0.99% |
$96.5K - $141K
|
51K
$18.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
500+ 500.0% |
$96.5K - $141K
|
600
$220K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
495+ 4.18% |
$95.5K - $140K
|
12.3K
$4.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
423+ 11.87% |
$81.6K - $119K
|
3.99K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
422+ 14.12% |
$81.4K - $119K
|
3.41K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
421+ 8.63% |
$81.3K - $119K
|
5.3K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
408+ 22.87% |
$78.7K - $115K
|
2.19K
$804K
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
400New |
$77.2K - $113K
|
400
$147K
|
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
393+ 14.11% |
$75.8K - $111K
|
3.18K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
385+ 28.75% |
$74.3K - $109K
|
1.72K
$633K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
365+ 7.08% |
$70.4K - $103K
|
5.52K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
358+ 44.03% |
$69.1K - $101K
|
1.17K
$430K
|
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
348+ 8.41% |
$67.2K - $98.2K
|
4.49K
$1.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
337New |
$65K - $95.1K
|
337
$124K
|