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
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
1.36K+ 61.57% |
$419K - $520K
|
3.56K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.35K+ 291.38% |
$418K - $518K
|
1.82K
$680K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.26K+ 21.96% |
$390K - $485K
|
7.02K
$2.63M
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1.26K+ 25120.0% |
$388K - $481K
|
1.26K
$472K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.23K+ 278.56% |
$381K - $473K
|
1.68K
$628K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
1.22K+ 117.53% |
$377K - $468K
|
2.26K
$845K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.21KNew |
$374K - $464K
|
1.21K
$453K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
1.21K+ 47.8% |
$372K - $462K
|
3.73K
$1.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.19KNew |
$368K - $457K
|
1.19K
$447K
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.19K+ 71.51% |
$368K - $456K
|
2.85K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
1.18K+ 6.53% |
$365K - $453K
|
19.3K
$7.22M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.14K+ 5.36% |
$353K - $439K
|
22.5K
$8.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
1.13K+ 25.35% |
$350K - $435K
|
5.61K
$2.1M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
1.11K+ 5.29% |
$342K - $424K
|
22K
$8.24M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.1K+ 16.04% |
$341K - $423K
|
7.99K
$2.99M
|
|
|
May 08, 2025
Q1 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
1.1K+ 110.0% |
$340K - $422K
|
2.1K
$786K
|
|
|
May 13, 2025
Q1 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
1.1K+ 4.88% |
$339K - $421K
|
23.6K
$8.83M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.1K+ 18.61% |
$339K - $421K
|
6.99K
$2.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.09K+ 2319.15% |
$337K - $418K
|
1.14K
$426K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.09K+ 0.52% |
$336K - $417K
|
209K
$78.3M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.06K+ 42.71% |
$326K - $404K
|
3.53K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.04K+ 8.27% |
$322K - $400K
|
13.7K
$5.11M
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.04KNew |
$320K - $397K
|
1.04K
$387K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
1.03K+ 63.98% |
$318K - $395K
|
2.64K
$988K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.02KNew |
$314K - $389K
|
1.02K
$380K
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.01KNew |
$312K - $387K
|
1.01K
$378K
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
991New |
$306K - $380K
|
991
$371K
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
962New |
$297K - $369K
|
962
$360K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
949New |
$293K - $364K
|
949
$355K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
941+ 4.68% |
$291K - $361K
|
21K
$7.87M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
937+ 2.0% |
$289K - $359K
|
47.7K
$17.9M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
902+ 48.08% |
$279K - $346K
|
2.78K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
888New |
$274K - $340K
|
888
$332K
|
|
|
May 15, 2025
Q1 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
886+ 42.99% |
$274K - $340K
|
2.95K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
859New |
$265K - $329K
|
859
$322K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
852New |
$263K - $327K
|
852
$319K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
829+ 12.24% |
$256K - $318K
|
7.6K
$2.85M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
794+ 21.82% |
$245K - $304K
|
4.43K
$1.66M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
791New |
$244K - $303K
|
791
$296K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
791New |
$244K - $303K
|
791
$296K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
788+ 58.94% |
$243K - $302K
|
2.13K
$796K
|
|
|
May 15, 2025
Q1 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
753+ 57.09% |
$233K - $289K
|
2.07K
$776K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
753New |
$233K - $289K
|
753
$282K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
733+ 38.87% |
$226K - $281K
|
2.62K
$980K
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
701+ 4.54% |
$217K - $269K
|
16.1K
$6.04M
|
|
|
May 14, 2025
Q1 2025
|
Bain Capital Public Equity, LP
Boston, MA |
BUY
|
- |
692New |
$214K - $265K
|
692
$259K
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
681New |
$210K - $261K
|
681
$255K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
654New |
$202K - $251K
|
654
$245K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
648+ 111.92% |
$200K - $248K
|
1.23K
$459K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
CALL |
600+ 60.0% |
$185K - $230K
|
1.6K
$599K
|