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 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
12New |
$2.32K - $3.39K
|
12
$4.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.46% |
$1.35K - $1.97K
|
1.53K
$561K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
7+ 46.67% |
$1.35K - $1.97K
|
22
$8.07K
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
6+ 0.51% |
$1.16K - $1.69K
|
1.19K
$435K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
6+ 12.5% |
$1.16K - $1.69K
|
54
$19.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
5New |
$965 - $1.41K
|
5
$1.83K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4+ 50.0% |
$772 - $1.13K
|
12
$4.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 66.67% |
$772 - $1.13K
|
10
$3.67K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3+ 0.19% |
$579 - $846
|
1.6K
$588K
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3+ 0.19% |
$579 - $846
|
1.58K
$578K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2+ 8.0% |
$386 - $564
|
27
$9.91K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2New |
$386 - $564
|
2
$734
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2New |
$386 - $564
|
2
$734
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
2+ 0.13% |
$386 - $564
|
1.54K
$565K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
2+ 1.77% |
$386 - $564
|
115
$42.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 33.33% |
$193 - $282
|
4
$1.47K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1+ 0.29% |
$193 - $282
|
351
$129K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 100.0% |
$193 - $282
|
2
$734
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.54% |
$193 - $282
|
66
$24.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 50.0% |
$193 - $282
|
3
$1.1K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Viking Global Investors LP
|
BUY
|
- |
130KNew |
$33.3M - $37.5M
|
130K
$47.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Castle Hook Partners LP
New York, NY |
BUY
|
- |
76.1K+ 57.84% |
$19.5M - $22M
|
208K
$76.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
71KNew |
$18.2M - $20.5M
|
71K
$26M
|
|
|
Aug 14, 2024
Q2 2024
|
Rivermont Capital Management LP
New York, NY |
BUY
|
- |
31KNew |
$7.95M - $8.95M
|
31K
$11.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
20.9KNew |
$5.36M - $6.04M
|
20.9K
$7.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
17.8KNew |
$4.57M - $5.14M
|
17.8K
$6.53M
|
|
|
Jul 23, 2024
Q2 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
15KNew |
$3.83M - $4.32M
|
15K
$5.49M
|
|
|
Jul 19, 2024
Q2 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
13.2KNew |
$3.4M - $3.83M
|
13.2K
$4.86M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
10.5K+ 51.28% |
$2.68M - $3.02M
|
30.8K
$11.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
9.5K+ 7.77% |
$2.44M - $2.74M
|
132K
$48.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
7.7KNew |
$1.97M - $2.22M
|
7.7K
$2.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
7.52KNew |
$1.93M - $2.17M
|
7.52K
$2.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Palestra Capital Management LLC
New York, NY |
BUY
|
- |
6.16K+ 75.15% |
$1.58M - $1.78M
|
14.4K
$5.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
5.28KNew |
$1.35M - $1.52M
|
5.28K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
5KNew |
$1.28M - $1.44M
|
5K
$1.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
4.36K+ 568.97% |
$1.12M - $1.26M
|
5.13K
$1.88M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
4.34K+ 13.64% |
$1.11M - $1.25M
|
36.1K
$13.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
3.34KNew |
$855K - $964K
|
3.34K
$1.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
3.1KNew |
$796K - $896K
|
3.1K
$1.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
2.98KNew |
$764K - $861K
|
2.98K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
2.98K+ 244.54% |
$763K - $860K
|
4.19K
$1.54M
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
2.7K+ 541.88% |
$693K - $781K
|
3.2K
$1.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
2.62K+ 23.85% |
$671K - $756K
|
13.6K
$4.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
2.41KNew |
$618K - $696K
|
2.41K
$884K
|
|
|
Nov 08, 2024
Q2 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
2.3KNew |
$589K - $663K
|
2.3K
$843K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.14K+ 26.28% |
$548K - $617K
|
10.3K
$3.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.07KNew |
$530K - $597K
|
2.07K
$758K
|
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
BUY
|
- |
2KNew |
$513K - $578K
|
2K
$734K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.83K+ 40.06% |
$470K - $530K
|
6.41K
$2.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.81K+ 31.73% |
$464K - $523K
|
7.52K
$2.76M
|
|