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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-8.8K- 16.47% |
$1.7M - $2.48M
|
44.6K
$15M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.64K- 63.23% |
$317K - $464K
|
956
$321K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5- 1.2% |
$965 - $1.41K
|
411
$138K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-25- 12.2% |
$4.83K - $7.05K
|
180
$60.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
13.2K+ 24.36% |
$2.55M - $3.73M
|
67.5K
$22.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
882New |
$170K - $249K
|
882
$296K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-7- 53.85% |
$1.35K - $1.97K
|
6
$2.02K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
1.66K+ 96.79% |
$320K - $468K
|
3.37K
$1.13M
|
|
|
Oct 25, 2024
Q3 2024
|
Iridian Asset Management LLC
|
BUY
|
- |
36.2K+ 77.67% |
$6.99M - $10.2M
|
82.8K
$27.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-46- 3.39% |
$8.88K - $13K
|
1.31K
$440K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.54% |
$193 - $282
|
66
$22.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
300+ 1.96% |
$57.9K - $84.6K
|
15.6K
$5.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-313- 15.48% |
$60.4K - $88.3K
|
1.71K
$574K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
131+ 1.53% |
$25.3K - $37K
|
8.72K
$2.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 50.0% |
$193 - $282
|
3
$1.01K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-5.49K- 87.14% |
$1.06M - $1.55M
|
810
$272K
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
SELL
|
- |
-5.6K- 2.16% |
$1.08M - $1.58M
|
253K
$85.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-29- 1.21% |
$5.6K - $8.18K
|
2.37K
$795K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
19New |
$3.67K - $5.36K
|
19
$6.38K
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-56.1K- 65.28% |
$10.8M - $15.8M
|
29.8K
$10M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.4K- 23.23% |
$462K - $676K
|
7.92K
$2.66M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-600- 33.33% |
$116K - $169K
|
1.2K
$403K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
769+ 39.4% |
$148K - $217K
|
2.72K
$914K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-55- 8.96% |
$10.6K - $15.5K
|
559
$188K
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
3.5K+ 13.95% |
$675K - $986K
|
28.5K
$9.59M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-977- 11.22% |
$189K - $276K
|
7.73K
$2.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.15KNew |
$221K - $323K
|
1.15K
$385K
|
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
39+ 86.67% |
$7.53K - $11K
|
84
$28.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
276+ 1.03% |
$53.3K - $77.9K
|
27.1K
$9.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
9.32KNew |
$1.8M - $2.63M
|
9.32K
$3.13M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
92K+ 11516.9% |
$17.8M - $26M
|
92.8K
$31.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
43+ 3.89% |
$8.3K - $12.1K
|
1.15K
$386K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-70- 9.28% |
$13.5K - $19.7K
|
684
$230K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
303+ 1.95% |
$58.5K - $85.5K
|
15.9K
$5.33M
|
|
|
Oct 22, 2024
Q3 2024
|
Argent Capital Management LLC
|
BUY
|
- |
300+ 1.98% |
$57.9K - $84.6K
|
15.5K
$5.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
50New |
$9.65K - $14.1K
|
50
$16.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
1.03K+ 4.72% |
$198K - $289K
|
22.8K
$7.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
495+ 4.18% |
$95.5K - $140K
|
12.3K
$4.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-171- 11.54% |
$33K - $48.2K
|
1.31K
$440K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
88+ 10.27% |
$17K - $24.8K
|
945
$317K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2- 11.11% |
$386 - $564
|
16
$5.37K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
288+ 5.08% |
$55.6K - $81.2K
|
5.96K
$2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-60.5K- 15.36% |
$11.7M - $17.1M
|
334K
$112M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 33.33% |
$386 - $564
|
8
$2.69K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
5.81KNew |
$1.12M - $1.64M
|
5.81K
$1.95M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
830+ 7.71% |
$160K - $234K
|
11.6K
$3.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
187New |
$36.1K - $52.8K
|
187
$62.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-220K- 97.03% |
$42.5M - $62.2M
|
6.74K
$2.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
529+ 21.15% |
$102K - $149K
|
3.03K
$1.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-19.1K- 53.38% |
$3.69M - $5.39M
|
16.7K
$5.6M
|