Purchases and Sales Made in Q2 2025 in Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA) during Q2 2025. The information is specifically focused on institutions that hold shares of LPL Financial Holdings Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10K+ 29.93% |
$2.83M - $3.89M
|
43.4K
$16.3M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.95KNew |
$2.25M - $3.09M
|
7.95K
$2.98M
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
5.92KNew |
$1.68M - $2.3M
|
5.92K
$2.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.04KNew |
$1.14M - $1.57M
|
4.04K
$1.51M
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
3.89K+ 46.76% |
$1.1M - $1.51M
|
12.2K
$4.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
3.32K+ 5.04% |
$941K - $1.29M
|
69.2K
$25.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.84KNew |
$804K - $1.1M
|
2.84K
$1.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.78K+ 1.35% |
$787K - $1.08M
|
208K
$78M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.68K+ 18.26% |
$760K - $1.04M
|
17.4K
$6.51M
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
2.6K+ 11.82% |
$736K - $1.01M
|
24.6K
$9.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Tran Capital Management, L.P.
|
BUY
|
- |
2.55KNew |
$724K - $993K
|
2.55K
$956K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
2.4K+ 8.73% |
$680K - $934K
|
29.9K
$11.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.17K+ 17.97% |
$614K - $843K
|
14.2K
$5.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.82KNew |
$516K - $708K
|
1.82K
$681K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1.79K+ 136.87% |
$508K - $697K
|
3.1K
$1.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
1.78K+ 28.06% |
$505K - $693K
|
8.13K
$3.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
1.56K+ 6.57% |
$443K - $608K
|
25.4K
$9.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
1.3K+ 4.91% |
$368K - $506K
|
27.8K
$10.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.23KNew |
$349K - $479K
|
1.23K
$461K
|
|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.11KNew |
$315K - $432K
|
1.11K
$416K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.09K+ 45.47% |
$309K - $424K
|
3.49K
$1.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.04KNew |
$294K - $404K
|
1.04K
$389K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
992+ 12.37% |
$281K - $386K
|
9.01K
$3.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
989+ 1.81% |
$280K - $385K
|
55.6K
$20.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
957+ 44.89% |
$271K - $372K
|
3.09K
$1.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
730New |
$207K - $284K
|
730
$273K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
723+ 87.21% |
$205K - $281K
|
1.55K
$581K
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
716New |
$203K - $278K
|
716
$268K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
678New |
$192K - $264K
|
678
$254K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
667New |
$189K - $259K
|
667
$250K
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
651New |
$184K - $253K
|
651
$244K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
595New |
$169K - $231K
|
595
$223K
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
566New |
$160K - $220K
|
566
$212K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
560New |
$159K - $218K
|
560
$210K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
490+ 213.97% |
$139K - $191K
|
719
$269K
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
421+ 58.23% |
$119K - $164K
|
1.14K
$428K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
415+ 9.96% |
$118K - $161K
|
4.58K
$1.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
394+ 11.33% |
$112K - $153K
|
3.87K
$1.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
381+ 5.27% |
$108K - $148K
|
7.61K
$2.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
380+ 11.37% |
$108K - $148K
|
3.72K
$1.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
337+ 10.6% |
$95.5K - $131K
|
3.52K
$1.32M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
238+ 20.93% |
$67.4K - $92.6K
|
1.38K
$515K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
232+ 16.29% |
$65.7K - $90.2K
|
1.66K
$620K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
184+ 2.14% |
$52.1K - $71.6K
|
8.79K
$3.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
183+ 22.99% |
$51.8K - $71.2K
|
979
$366K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
157+ 8.19% |
$44.5K - $61.1K
|
2.08K
$777K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
148+ 6.61% |
$41.9K - $57.6K
|
2.39K
$894K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
145+ 30.46% |
$41.1K - $56.4K
|
621
$232K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
127+ 1.89% |
$36K - $49.4K
|
6.84K
$2.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
101+ 10.3% |
$28.6K - $39.3K
|
1.08K
$405K
|