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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
303+ 1.95% |
$58.5K - $85.5K
|
15.9K
$5.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
296+ 3.33% |
$57.1K - $83.5K
|
9.18K
$3.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
296New |
$57.1K - $83.5K
|
296
$109K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
288+ 5.08% |
$55.6K - $81.2K
|
5.96K
$2.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
276+ 1.03% |
$53.3K - $77.9K
|
27.1K
$9.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
247+ 4.57% |
$47.7K - $69.7K
|
5.65K
$2.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
PUT |
200New |
$38.6K - $56.4K
|
200
$73.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
187New |
$36.1K - $52.8K
|
187
$68.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
167New |
$32.2K - $47.1K
|
167
$61.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
162New |
$31.3K - $45.7K
|
162
$59.4K
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
151+ 68.02% |
$29.1K - $42.6K
|
373
$137K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
146New |
$28.2K - $41.2K
|
146
$53.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
140New |
$27K - $39.5K
|
140
$51.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
140New |
$27K - $39.5K
|
140
$51.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
135+ 60.0% |
$26.1K - $38.1K
|
360
$132K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
132New |
$25.5K - $37.2K
|
132
$48.4K
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
131+ 2.78% |
$25.3K - $37K
|
4.84K
$1.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
131+ 1.53% |
$25.3K - $37K
|
8.72K
$3.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
124+ 16.85% |
$23.9K - $35K
|
860
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
BUY
|
- |
118+ 2.34% |
$22.8K - $33.3K
|
5.15K
$1.89M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
104+ 4.34% |
$20.1K - $29.3K
|
2.5K
$917K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.82% |
$19.3K - $28.2K
|
12.3K
$4.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
97+ 1.05% |
$18.7K - $27.4K
|
9.33K
$3.42M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
94+ 32.3% |
$18.1K - $26.5K
|
385
$141K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
92+ 10.36% |
$17.8K - $26K
|
980
$360K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
88+ 10.27% |
$17K - $24.8K
|
945
$347K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
65+ 216.67% |
$12.5K - $18.3K
|
95
$34.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
52+ 2.1% |
$10K - $14.7K
|
2.53K
$929K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
51+ 6.2% |
$9.84K - $14.4K
|
874
$321K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
50New |
$9.65K - $14.1K
|
50
$18.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
46+ 1.04% |
$8.88K - $13K
|
4.46K
$1.63M
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
46+ 5.12% |
$8.88K - $13K
|
945
$347K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
44+ 1.08% |
$8.49K - $12.4K
|
4.11K
$1.51M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
37+ 3.22% |
$7.14K - $10.4K
|
1.19K
$435K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
37+ 3.61% |
$7.14K - $10.4K
|
1.06K
$390K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
34+ 2.4% |
$6.56K - $9.59K
|
1.45K
$533K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
31+ 4.84% |
$5.98K - $8.75K
|
672
$247K
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
30+ 0.2% |
$5.79K - $8.46K
|
15.1K
$5.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
28+ 21.88% |
$5.4K - $7.9K
|
156
$57.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
28+ 19.86% |
$5.4K - $7.9K
|
169
$62K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
26+ 108.33% |
$5.02K - $7.33K
|
50
$18.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
21+ 4.62% |
$4.05K - $5.92K
|
476
$175K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
20New |
$3.86K - $5.64K
|
20
$7.34K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
20New |
$3.86K - $5.64K
|
20
$7.34K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
19+ 14.5% |
$3.67K - $5.36K
|
150
$55K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
19New |
$3.67K - $5.36K
|
19
$6.97K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
18New |
$3.47K - $5.08K
|
18
$6.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
16New |
$3.09K - $4.51K
|
16
$5.87K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13+ 0.09% |
$2.51K - $3.67K
|
14.5K
$5.3M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
12+ 0.27% |
$2.32K - $3.39K
|
4.43K
$1.62M
|