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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
39+ 2.11% |
$11K - $15.2K
|
1.89K
$635K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
38+ 3.19% |
$10.8K - $14.8K
|
1.23K
$415K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
37New |
$10.5K - $14.4K
|
37
$12.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
37+ 1.78% |
$10.5K - $14.4K
|
2.12K
$714K
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
37+ 1.42% |
$10.5K - $14.4K
|
2.65K
$892K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
35+ 29.41% |
$9.92K - $13.6K
|
154
$51.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
33+ 2.03% |
$9.35K - $12.8K
|
1.66K
$560K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
31+ 4.01% |
$8.78K - $12.1K
|
804
$271K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
30+ 93.75% |
$8.5K - $11.7K
|
62
$20.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
29+ 3.09% |
$8.22K - $11.3K
|
967
$326K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
27+ 9.85% |
$7.65K - $10.5K
|
301
$101K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
25+ 1.18% |
$7.08K - $9.72K
|
2.15K
$725K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
24+ 2.62% |
$6.8K - $9.34K
|
939
$316K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
23New |
$6.52K - $8.95K
|
23
$7.75K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
22+ 0.53% |
$6.23K - $8.56K
|
4.16K
$1.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
21+ 3.64% |
$5.95K - $8.17K
|
598
$202K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
20+ 3.6% |
$5.67K - $7.78K
|
575
$194K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
20+ 48.78% |
$5.67K - $7.78K
|
61
$20.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
19New |
$5.38K - $7.39K
|
19
$6.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
19+ 1.18% |
$5.38K - $7.39K
|
1.63K
$548K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
18+ 138.46% |
$5.1K - $7K
|
31
$10.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
18+ 3.77% |
$5.1K - $7K
|
495
$167K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18New |
$5.1K - $7K
|
18
$6.07K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
17New |
$4.82K - $6.61K
|
17
$5.73K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
17+ 1.76% |
$4.82K - $6.61K
|
982
$331K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
16+ 6.99% |
$4.53K - $6.22K
|
245
$82.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
15+ 1.34% |
$4.25K - $5.83K
|
1.14K
$383K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
15+ 100.0% |
$4.25K - $5.83K
|
30
$10.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
15+ 1.1% |
$4.25K - $5.83K
|
1.38K
$465K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
14New |
$3.97K - $5.45K
|
14
$4.72K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
14+ 7.57% |
$3.97K - $5.45K
|
199
$67.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
14+ 175.0% |
$3.97K - $5.45K
|
22
$7.41K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
12New |
$3.4K - $4.67K
|
12
$4.04K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
12+ 1.88% |
$3.4K - $4.67K
|
650
$219K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
12+ 1.26% |
$3.4K - $4.67K
|
968
$326K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11New |
$3.12K - $4.28K
|
11
$3.71K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
11+ 1100.0% |
$3.12K - $4.28K
|
12
$4.04K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
11+ 1.63% |
$3.12K - $4.28K
|
686
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
10+ 0.11% |
$2.83K - $3.89K
|
9.34K
$3.15M
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
9+ 0.76% |
$2.55K - $3.5K
|
1.2K
$403K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
9New |
$2.55K - $3.5K
|
9
$3.03K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
8+ 3.67% |
$2.27K - $3.11K
|
226
$76.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
8New |
$2.27K - $3.11K
|
8
$2.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 5.19% |
$1.98K - $2.72K
|
142
$47.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 3.8% |
$1.98K - $2.72K
|
191
$64.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
7+ 7.22% |
$1.98K - $2.72K
|
104
$35K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
7+ 0.58% |
$1.98K - $2.72K
|
1.21K
$407K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
6New |
$1.7K - $2.33K
|
6
$2.02K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
6New |
$1.7K - $2.33K
|
6
$2.02K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5+ 4.24% |
$1.42K - $1.94K
|
123
$41.4K
|