Latest Institutional Transactions on Lpl Financial Holdings Inc. (LPLA)
This table provides information on the latest institutional transactions involving Lpl Financial Holdings Inc. (LPLA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
123New |
$28.3K - $41.3K
|
123
$46.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.05KNew |
$241K - $352K
|
1.05K
$397K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.48K- 5.34% |
$340K - $497K
|
26.3K
$9.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Bullseye Asset Management LLC
Denver, CO |
SELL
|
- |
-279- 1.3% |
$64.1K - $93.7K
|
21.2K
$8.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
33.4K+ 13.18% |
$7.68M - $11.2M
|
287K
$109M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-48K- 20.25% |
$11M - $16.1M
|
189K
$71.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-200K- 80.3% |
$45.9M - $67.1M
|
49K
$18.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Tybourne Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-95.4K- 55.25% |
$21.9M - $32.1M
|
77.3K
$29.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.14K+ 34.95% |
$491K - $718K
|
8.25K
$3.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-411- 21.75% |
$94.5K - $138K
|
1.48K
$561K
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
701+ 13.61% |
$161K - $235K
|
5.85K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-254- 14.78% |
$58.4K - $85.3K
|
1.47K
$556K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-46.4K- 29.43% |
$10.7M - $15.6M
|
111K
$42.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Castle Hook Partners LP
New York, NY |
BUY
|
- |
76.1KNew |
$17.5M - $25.6M
|
76.1K
$28.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
43KNew |
$9.88M - $14.4M
|
43K
$16.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-350- 10.26% |
$80.4K - $118K
|
3.06K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.9K- 24.57% |
$3.89M - $5.69M
|
52K
$19.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-73.5K- 60.3% |
$16.9M - $24.7M
|
48.4K
$18.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-15- 0.16% |
$3.45K - $5.04K
|
9.17K
$3.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.45K- 82.42% |
$792K - $1.16M
|
735
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Azora Capital LP
Miami, FL |
SELL
|
- |
-227K- 35.33% |
$52.3M - $76.4M
|
416K
$158M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-6.56K- 0.39% |
$1.51M - $2.2M
|
1.67M
$634M
|
|
|
Feb 14, 2025
Q4 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-220- 16.28% |
$50.6K - $73.9K
|
1.13K
$429K
|
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
123+ 2.74% |
$28.3K - $41.3K
|
4.61K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-140- 11.09% |
$32.2K - $47K
|
1.12K
$426K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
29+ 6.09% |
$6.67K - $9.74K
|
505
$192K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
3+ 0.03% |
$690 - $1.01K
|
9.33K
$3.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.29K+ 57.97% |
$297K - $435K
|
3.53K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
5New |
$1.15K - $1.68K
|
5
$1.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
1.15KNew |
$264K - $385K
|
1.15K
$435K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
10.3K+ 143.9% |
$2.36M - $3.45M
|
17.4K
$6.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.6K- 4.97% |
$4.05M - $5.93M
|
337K
$128M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
151+ 5.64% |
$34.7K - $50.7K
|
2.83K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-68- 1.2% |
$15.6K - $22.8K
|
5.58K
$2.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-14.7K- 68.09% |
$3.38M - $4.93M
|
6.88K
$2.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
733New |
$168K - $246K
|
733
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
21.5KNew |
$4.93M - $7.21M
|
21.5K
$8.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
84+ 1.5% |
$19.3K - $28.2K
|
5.69K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
5+ 0.1% |
$1.15K - $1.68K
|
5.01K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-315- 7.67% |
$72.4K - $106K
|
3.79K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-70- 5.92% |
$16.1K - $23.5K
|
1.11K
$422K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-86.5K- 31.72% |
$19.9M - $29.1M
|
186K
$70.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
693+ 8.95% |
$159K - $233K
|
8.44K
$3.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-64- 7.32% |
$14.7K - $21.5K
|
810
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13+ 8.33% |
$2.99K - $4.37K
|
169
$64.1K
|
|
|
Feb 14, 2025
Q4 2024
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
1KNew |
$230K - $336K
|
1K
$379K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-38.9K- 18.18% |
$8.94M - $13.1M
|
175K
$66.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-237- 4.6% |
$54.5K - $79.6K
|
4.92K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-50- 1.36% |
$11.5K - $16.8K
|
3.64K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
61.6K+ 14.33% |
$14.1M - $20.7M
|
491K
$186M
|