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
|
Donoghue Forlines LLC
|
BUY
|
- |
591+ 9.14% |
$183K - $227K
|
7.05K
$2.64M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
588+ 52.83% |
$182K - $225K
|
1.7K
$637K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
576+ 30.97% |
$178K - $221K
|
2.44K
$912K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
562+ 11.42% |
$174K - $215K
|
5.48K
$2.05M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
529+ 2.22% |
$163K - $203K
|
24.4K
$9.12M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
526+ 0.52% |
$162K - $202K
|
101K
$37.9M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
522+ 3.68% |
$161K - $200K
|
14.7K
$5.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
520+ 29.73% |
$161K - $199K
|
2.27K
$849K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
517+ 16.89% |
$160K - $198K
|
3.58K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
500New |
$154K - $192K
|
500
$187K
|
|
|
May 14, 2025
Q1 2025
|
Lts One Management LP
|
BUY
|
- |
500New |
$154K - $192K
|
500
$187K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
CALL |
500New |
$154K - $192K
|
500
$187K
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
463New |
$143K - $177K
|
463
$173K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
453+ 3.43% |
$140K - $174K
|
13.7K
$5.12M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
452+ 3.49% |
$140K - $173K
|
13.4K
$5.02M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
445+ 70.19% |
$137K - $171K
|
1.08K
$404K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
415+ 1.5% |
$128K - $159K
|
28.2K
$10.5M
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
384+ 0.89% |
$119K - $147K
|
43.8K
$16.4M
|
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
380+ 158.33% |
$117K - $146K
|
620
$232K
|
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
376New |
$116K - $144K
|
376
$141K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
375New |
$116K - $144K
|
375
$140K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
371New |
$115K - $142K
|
371
$139K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
351+ 17.65% |
$108K - $135K
|
2.34K
$876K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
349+ 14.78% |
$108K - $134K
|
2.71K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
347+ 19.76% |
$107K - $133K
|
2.1K
$787K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
341+ 1.29% |
$105K - $131K
|
26.7K
$10M
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
340+ 7.37% |
$105K - $130K
|
4.95K
$1.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
312New |
$96.4K - $120K
|
312
$117K
|
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
310+ 3.75% |
$95.7K - $119K
|
8.58K
$3.21M
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
305+ 0.27% |
$94.2K - $117K
|
114K
$42.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
305+ 8.67% |
$94.2K - $117K
|
3.82K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
300+ 23.08% |
$92.7K - $115K
|
1.6K
$599K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
297+ 29.26% |
$91.7K - $114K
|
1.31K
$491K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
295+ 30.35% |
$91.1K - $113K
|
1.27K
$474K
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
288+ 8.9% |
$89K - $110K
|
3.53K
$1.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
284+ 2.4% |
$87.7K - $109K
|
12.1K
$4.54M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
276New |
$85.2K - $106K
|
276
$103K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
276+ 1.91% |
$85.2K - $106K
|
14.7K
$5.5M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
260+ 7.51% |
$80.3K - $99.7K
|
3.72K
$1.39M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
256New |
$79.1K - $98.1K
|
256
$95.8K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
226+ 10.53% |
$69.8K - $86.6K
|
2.37K
$888K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
225+ 0.61% |
$69.5K - $86.2K
|
36.8K
$13.8M
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
220+ 0.46% |
$68K - $84.3K
|
48K
$18M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
213+ 3.76% |
$65.8K - $81.6K
|
5.88K
$2.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
203New |
$62.7K - $77.8K
|
203
$76K
|
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
190+ 3.59% |
$58.7K - $72.8K
|
5.48K
$2.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
185New |
$57.1K - $70.9K
|
185
$69.3K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
172+ 11.6% |
$53.1K - $65.9K
|
1.66K
$620K
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
170+ 10.83% |
$52.5K - $65.2K
|
1.74K
$651K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
166+ 2.69% |
$51.3K - $63.6K
|
6.33K
$2.37M
|