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 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
184+ 2.14% |
$52.1K - $71.6K
|
8.79K
$3.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
183+ 22.99% |
$51.8K - $71.2K
|
979
$369K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
157+ 8.19% |
$44.5K - $61.1K
|
2.08K
$782K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
148+ 6.61% |
$41.9K - $57.6K
|
2.39K
$899K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
145+ 30.46% |
$41.1K - $56.4K
|
621
$234K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
127+ 1.89% |
$36K - $49.4K
|
6.84K
$2.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
101+ 10.3% |
$28.6K - $39.3K
|
1.08K
$408K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
94+ 5.11% |
$26.6K - $36.6K
|
1.94K
$729K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
91New |
$25.8K - $35.4K
|
91
$34.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
90+ 2.96% |
$25.5K - $35K
|
3.13K
$1.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
73+ 11.66% |
$20.7K - $28.4K
|
699
$263K
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
66+ 0.73% |
$18.7K - $25.7K
|
9.09K
$3.42M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
63+ 34.81% |
$17.8K - $24.5K
|
244
$91.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
62+ 0.15% |
$17.6K - $24.1K
|
41.2K
$15.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
56+ 3.99% |
$15.9K - $21.8K
|
1.46K
$550K
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
48+ 7.42% |
$13.6K - $18.7K
|
695
$262K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
40+ 5.36% |
$11.3K - $15.6K
|
786
$296K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
33+ 2.03% |
$9.35K - $12.8K
|
1.66K
$626K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
24+ 2.62% |
$6.8K - $9.34K
|
939
$354K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
22+ 0.53% |
$6.23K - $8.56K
|
4.16K
$1.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
21+ 3.64% |
$5.95K - $8.17K
|
598
$225K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
19New |
$5.38K - $7.39K
|
19
$7.16K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
19+ 1.18% |
$5.38K - $7.39K
|
1.63K
$612K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18New |
$5.1K - $7K
|
18
$6.78K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
17+ 1.76% |
$4.82K - $6.61K
|
982
$370K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
15+ 1.1% |
$4.25K - $5.83K
|
1.38K
$520K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
14+ 175.0% |
$3.97K - $5.45K
|
22
$8.29K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
12+ 1.26% |
$3.4K - $4.67K
|
968
$365K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
9New |
$2.55K - $3.5K
|
9
$3.39K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
7+ 0.58% |
$1.98K - $2.72K
|
1.21K
$455K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
5+ 0.28% |
$1.42K - $1.94K
|
1.8K
$679K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
5+ 100.0% |
$1.42K - $1.94K
|
10
$3.77K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4+ 33.33% |
$1.13K - $1.56K
|
16
$6.03K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3+ 150.0% |
$850 - $1.17K
|
5
$1.88K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
3+ 0.01% |
$850 - $1.17K
|
28.4K
$10.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2+ 0.25% |
$567 - $778
|
798
$301K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 50.0% |
$567 - $778
|
6
$2.26K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2New |
$567 - $778
|
2
$754
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 100.0% |
$567 - $778
|
4
$1.51K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
1+ 1.49% |
$283 - $389
|
68
$25.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1New |
$283 - $389
|
1
$377
|
|
|
Jul 25, 2025
Q2 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
1+ 0.06% |
$283 - $389
|
1.54K
$581K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 16.67% |
$283 - $389
|
7
$2.64K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 1.47% |
$283 - $389
|
67
$25.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-2- 0.17% |
$567 - $778
|
1.2K
$453K
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-2- 0.32% |
$567 - $778
|
622
$234K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-3- 0.32% |
$850 - $1.17K
|
937
$353K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-3- 0.39% |
$850 - $1.17K
|
768
$289K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-3- 75.0% |
$850 - $1.17K
|
1
$377
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3- 0.33% |
$850 - $1.17K
|
916
$345K
|