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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
64+ 66.67% |
$19.8K - $24.5K
|
160
$59.9K
|
|
|
May 12, 2025
Q1 2025
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-13.8K- 71.77% |
$4.27M - $5.3M
|
5.44K
$2.03M
|
|
|
May 12, 2025
Q1 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
4.98KNew |
$1.54M - $1.91M
|
4.98K
$1.86M
|
|
|
May 12, 2025
Q1 2025
|
Ovata Capital Management LTD
|
BUY
|
- |
10KNew |
$3.09M - $3.83M
|
10K
$3.74M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.14K+ 5.36% |
$353K - $439K
|
22.5K
$8.41M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-26- 3.4% |
$8.03K - $9.97K
|
739
$277K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.26K+ 41.32% |
$1.93M - $2.4M
|
21.4K
$8.01M
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
681New |
$210K - $261K
|
681
$255K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-5- 2.78% |
$1.54K - $1.92K
|
175
$65.5K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
375New |
$116K - $144K
|
375
$140K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
260+ 7.51% |
$80.3K - $99.7K
|
3.72K
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.39K+ 0.55% |
$738K - $915K
|
437K
$164M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
15+ 62.5% |
$4.63K - $5.75K
|
39
$14.6K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
20+ 0.29% |
$6.18K - $7.67K
|
6.86K
$2.57M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
526+ 0.52% |
$162K - $202K
|
101K
$37.9M
|
|
|
May 12, 2025
Q1 2025
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-63.7K- 34.05% |
$19.7M - $24.4M
|
123K
$46.2M
|
|
|
May 12, 2025
Q1 2025
|
Burkehill Global Management, LP
New York, NY |
BUY
|
- |
85KNew |
$26.3M - $32.6M
|
85K
$31.8M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
186KNew |
$57.5M - $71.3M
|
186K
$69.6M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.44K- 9.46% |
$444K - $551K
|
13.8K
$5.15M
|
|
|
May 12, 2025
Q1 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.76K- 2.57% |
$542K - $673K
|
66.6K
$24.9M
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-391K- 10.02% |
$121M - $150M
|
3.51M
$1.32B
|
|
|
May 12, 2025
Q1 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-5.4K- 4.51% |
$1.67M - $2.07M
|
114K
$42.8M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
11+ 183.33% |
$3.4K - $4.22K
|
17
$6.36K
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
384+ 0.89% |
$119K - $147K
|
43.8K
$16.4M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.21K+ 45.19% |
$684K - $848K
|
7.11K
$2.66M
|
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
380+ 158.33% |
$117K - $146K
|
620
$232K
|
|
|
May 09, 2025
Q1 2025
|
Pamalican Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
50KNew |
$15.4M - $19.2M
|
50K
$18.7M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
2.88KNew |
$888K - $1.1M
|
2.88K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.1K+ 18.61% |
$339K - $421K
|
6.99K
$2.62M
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
962New |
$297K - $369K
|
962
$360K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 100.0% |
$309 - $383
|
2
$749
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-28.6K- 41.64% |
$8.85M - $11M
|
40.1K
$15M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
13New |
$4.02K - $4.98K
|
13
$4.87K
|
|
|
May 09, 2025
Q1 2025
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
124K+ 17.59% |
$38.4M - $47.6M
|
830K
$311M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
8+ 22.86% |
$2.47K - $3.07K
|
43
$16.1K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-164- 21.13% |
$50.7K - $62.9K
|
612
$229K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-214- 3.57% |
$66.1K - $82K
|
5.77K
$2.16M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-15.2K- 21.56% |
$4.68M - $5.81M
|
55.1K
$20.6M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-26- 3.23% |
$8.03K - $9.97K
|
778
$291K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
791New |
$244K - $303K
|
791
$296K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.09K+ 0.52% |
$336K - $417K
|
209K
$78.3M
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-4- 0.61% |
$1.24K - $1.53K
|
647
$242K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
154K+ 2.14% |
$47.6M - $59.1M
|
7.37M
$2.76B
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.54KNew |
$784K - $973K
|
2.54K
$951K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
14+ 26.42% |
$4.32K - $5.37K
|
67
$25.1K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
20New |
$6.18K - $7.67K
|
20
$7.49K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-12K- 96.8% |
$3.7M - $4.59M
|
396
$148K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
18.3K+ 5.44% |
$5.64M - $7M
|
354K
$133M
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
1+ 0.06% |
$309 - $383
|
1.58K
$591K
|