Latest Institutional Purchases of Lpl Financial Holdings Inc. (LPLA)

LPLA Quotes by TradingView

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
Aug 02, 2024 Q2 2024
Belpointe Asset Management LLC

BUY
 -
1.7K
+ 86.34%
$436K - $491K
3.67K $1.35M
Jul 12, 2024 Q2 2024
Diversify Advisory Services, LLC

Sandy, UT
BUY
 -
1.7K
New
$435K - $490K
1.7K $622K
Aug 08, 2024 Q2 2024
Thoroughbred Financial Services, LLC

BUY
 -
1.36K
New
$348K - $393K
1.36K $499K
Aug 30, 2024 Q2 2024
Brown Financial Advisors

Milford, OH
BUY
 -
1.11K
New
$285K - $321K
1.11K $408K
Jul 16, 2024 Q2 2024
Foguth Wealth Management, Llc.

Brighton, MI
BUY
 -
1.08K
New
$278K - $313K
1.08K $398K
Aug 02, 2024 Q2 2024
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
981
+ 49.82%
$252K - $283K
2.95K $1.08M
Aug 14, 2024 Q2 2024
Teza Capital Management LLC

Chicago, IL
BUY
 -
831
New
$213K - $240K
831 $305K
Aug 09, 2024 Q2 2024
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
799
New
$205K - $231K
799 $293K
Aug 14, 2024 Q2 2024
Kolinsky Wealth Management, LLC

Ramsey, NJ
BUY
 -
791
New
$203K - $228K
791 $290K
Aug 06, 2024 Q2 2024
Wedbush Securities Inc

BUY
 -
773
New
$198K - $223K
773 $284K
Aug 06, 2024 Q2 2024
Waddell & Associates, LLC

BUY
 -
746
New
$191K - $215K
746 $274K
Aug 14, 2024 Q2 2024
Corton Capital Inc.

Carrying Place, A6
BUY
 -
735
New
$188K - $212K
735 $270K
Jul 30, 2024 Q2 2024
Ifg Advisory, LLC

BUY
 -
733
New
$188K - $212K
733 $269K
Jul 31, 2024 Q2 2024
Catalytic Wealth Ria, LLC

Cambridge, MA
BUY
 -
728
New
$187K - $210K
728 $267K
Jul 12, 2024 Q2 2024
Carr Financial Group Corp

Worcester, MA
BUY
 -
725
New
$186K - $209K
725 $266K
Aug 13, 2024 Q2 2024
Chiron Investment Management, LLC

New York, NY
BUY
 -
493
+ 18.55%
$126K - $142K
3.15K $1.16M
Aug 14, 2024 Q2 2024
Capstone Investment Advisors, LLC

New York, NY
BUY
 -
480
+ 62.66%
$123K - $139K
1.25K $457K
Jul 02, 2024 Q2 2024
Transcend Capital Advisors, LLC

BUY
 -
478
+ 58.08%
$123K - $138K
1.3K $477K
Aug 06, 2024 Q2 2024
Acadian Asset Management LLC

Boston, MA
BUY
 -
398
+ 7.72%
$102K - $115K
5.55K $2.04M
Jul 19, 2024 Q2 2024
Monument Capital Management

BUY
 -
255
+ 2.79%
$65.4K - $73.6K
9.41K $3.45M
Aug 14, 2024 Q2 2024
Interval Partners, LP

New York, NY
BUY
 PUT
133
New
$34.1K - $38.4K
133 $48.8K
Jul 29, 2024 Q2 2024
Crewe Advisors LLC

BUY
 -
101
+ 360.71%
$25.9K - $29.2K
129 $47.3K
Jul 29, 2024 Q2 2024
Key F Inancial Inc

BUY
 -
100
New
$25.6K - $28.9K
100 $36.7K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
90
New
$23.1K - $26K
90 $33K
Aug 13, 2024 Q2 2024
B. Metzler Seel. Sohn & Co. Ag

Frankfurt, 2M
BUY
 -
78
+ 2.53%
$20K - $22.5K
3.16K $1.16M
Jul 12, 2024 Q2 2024
Mjp Associates Inc

BUY
 -
77
+ 5.33%
$19.7K - $22.2K
1.52K $558K
Aug 15, 2024 Q2 2024
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
76
+ 6.69%
$19.5K - $22K
1.21K $445K
Jul 12, 2024 Q2 2024
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
60
New
$15.4K - $17.3K
60 $22K
Aug 07, 2024 Q2 2024
Alaska Permanent Fund Corp

Juneau, AK
BUY
 -
38
New
$9.74K - $11K
38 $13.9K
Jul 24, 2024 Q2 2024
Edge Rock Capital LLC

BUY
 -
32
New
$8.21K - $9.24K
32 $11.7K
Jul 19, 2024 Q2 2024
Oakworth Capital, Inc.

BUY
 -
32
New
$8.21K - $9.24K
32 $11.7K
Jul 18, 2024 Q2 2024
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
30
New
$7.69K - $8.66K
30 $11K
Aug 12, 2024 Q2 2024
Esl Trust Services, LLC

BUY
 -
25
New
$6.41K - $7.22K
25 $9.17K
Aug 12, 2024 Q2 2024
Benjamin Edwards Inc

Clayton, MO
BUY
 -
24
+ 8.76%
$6.15K - $6.93K
298 $109K
Aug 14, 2024 Q2 2024
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
23
+ 176.92%
$5.9K - $6.64K
36 $13.2K
Jul 30, 2024 Q2 2024
Ifp Advisors, Inc

BUY
 -
22
+ 6.65%
$5.64K - $6.35K
353 $130K
Jan 27, 2025 Q2 2024
Northwest Financial Advisors

Herndon, VA
BUY
 -
16
+ 0.1%
$4.1K - $4.62K
15.4K $5.65M
Aug 12, 2024 Q2 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
15
+ 4.49%
$3.85K - $4.33K
349 $128K
Aug 05, 2024 Q2 2024
Mcf Advisors LLC

Covington, KY
BUY
 -
12
+ 9.52%
$3.08K - $3.47K
138 $50.6K
Jul 29, 2024 Q2 2024
Innealta Capital, LLC

Austin, TX
BUY
 -
12
New
$3.08K - $3.47K
12 $4.4K
Jul 09, 2024 Q2 2024
Lynx Investment Advisory

Washington, Dc, DC
BUY
 -
11
New
$2.82K - $3.18K
11 $4.04K
Aug 15, 2024 Q2 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
8
New
$2.05K - $2.31K
8 $2.94K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
8
New
$2.05K - $2.31K
8 $2.94K
Aug 15, 2024 Q2 2024
Front Row Advisors LLC

Tiburon, CA
BUY
 -
5
+ 18.52%
$1.28K - $1.44K
32 $11.7K
Jul 31, 2024 Q2 2024
Rakuten Securities, Inc.

Tokyo, M0
BUY
 -
5
New
$1.28K - $1.44K
5 $1.83K
Jul 30, 2024 Q2 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
5
New
$1.28K - $1.44K
5 $1.83K
Aug 09, 2024 Q2 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
4
New
$1.03K - $1.16K
4 $1.47K
Aug 08, 2024 Q2 2024
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
3
New
$769 - $866
3 $1.1K
Jul 29, 2024 Q2 2024
Riggs Asset Managment Co. Inc.

BUY
 -
2
+ 100.0%
$513 - $578
4 $1.47K

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