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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
276K+ 27.65% |
$53.3M - $77.9M
|
1.28M
$427M
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-218- 14.46% |
$42.1K - $61.5K
|
1.29K
$432K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-428- 0.96% |
$82.6K - $121K
|
44.2K
$14.8M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
16.4KNew |
$3.17M - $4.63M
|
16.4K
$5.49M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
783New |
$151K - $221K
|
783
$262K
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
131+ 2.78% |
$25.3K - $37K
|
4.84K
$1.62M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.3K+ 15.59% |
$252K - $368K
|
9.67K
$3.24M
|
|
|
Nov 18, 2024
Q3 2024
|
Tt International Asset Management LTD
London, X0 |
BUY
|
- |
11.3KNew |
$2.17M - $3.18M
|
11.3K
$3.77M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.19K+ 10.96% |
$230K - $337K
|
12.1K
$4.05M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
12+ 0.27% |
$2.32K - $3.39K
|
4.43K
$1.48M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.39K- 8.4% |
$269K - $393K
|
15.2K
$5.09M
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-7.48K- 25.83% |
$1.44M - $2.11M
|
21.5K
$7.19M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-2.69K- 8.83% |
$519K - $759K
|
27.8K
$9.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-58- 4.9% |
$11.2K - $16.4K
|
1.13K
$377K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
61.7K+ 114.11% |
$11.9M - $17.4M
|
116K
$38.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
CALL |
17.5KNew |
$3.38M - $4.94M
|
17.5K
$5.86M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 33.33% |
$193 - $282
|
4
$1.34K
|
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-2.49K- 61.19% |
$480K - $701K
|
1.58K
$528K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.08K- 22.64% |
$208K - $304K
|
3.68K
$1.23M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
20New |
$3.86K - $5.64K
|
20
$6.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-189- 13.78% |
$36.5K - $53.3K
|
1.18K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
6.78K+ 51.61% |
$1.31M - $1.91M
|
19.9K
$6.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-167K- 21.57% |
$32.3M - $47.1M
|
608K
$204M
|
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
BUY
|
- |
1.74K+ 2.2% |
$336K - $491K
|
80.9K
$27.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-293- 14.46% |
$56.5K - $82.7K
|
1.73K
$580K
|
|
|
Nov 14, 2024
Q3 2024
|
Tybourne Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
173KNew |
$33.3M - $48.7M
|
173K
$57.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4.04K- 2.5% |
$780K - $1.14M
|
158K
$52.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-40.2K- 6.14% |
$7.76M - $11.3M
|
615K
$206M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.24K+ 112.48% |
$624K - $913K
|
6.11K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
908+ 2.08% |
$175K - $256K
|
44.6K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-6.67K- 57.14% |
$1.29M - $1.88M
|
5K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
153K+ 160.72% |
$29.6M - $43.2M
|
249K
$83.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
296+ 3.33% |
$57.1K - $83.5K
|
9.18K
$3.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-574- 12.07% |
$111K - $162K
|
4.18K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-7.51K- 18.6% |
$1.45M - $2.12M
|
32.9K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Azora Capital LP
Miami, FL |
BUY
|
- |
221K+ 52.17% |
$42.6M - $62.2M
|
644K
$216M
|
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
348+ 8.41% |
$67.2K - $98.2K
|
4.49K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Interval Partners, LP
New York, NY |
BUY
|
- |
78.7KNew |
$15.2M - $22.2M
|
78.7K
$26.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
97+ 1.05% |
$18.7K - $27.4K
|
9.33K
$3.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.39K+ 90.65% |
$655K - $957K
|
7.13K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
17.2KNew |
$3.32M - $4.86M
|
17.2K
$5.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
408+ 22.87% |
$78.7K - $115K
|
2.19K
$734K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.25K+ 6.53% |
$241K - $352K
|
20.3K
$6.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
152K+ 125.2% |
$29.3M - $42.8M
|
273K
$91.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
16.1K+ 420.44% |
$3.1M - $4.54M
|
19.9K
$6.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
14.7K+ 408.33% |
$2.84M - $4.15M
|
18.3K
$6.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
6.85K+ 4257.14% |
$1.32M - $1.93M
|
7.02K
$2.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
1.1K+ 21.57% |
$212K - $310K
|
6.2K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
1.89KNew |
$364K - $532K
|
1.89K
$632K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
3K+ 6.18% |
$579K - $846K
|
51.5K
$17.3M
|