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 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.75K+ 25.57% |
$1.16M - $1.44M
|
18.4K
$6.82M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-100- 9.85% |
$30.9K - $38.3K
|
915
$339K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.21K+ 26.62% |
$1.3M - $1.61M
|
20K
$7.41M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
648+ 111.92% |
$200K - $248K
|
1.23K
$455K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-24- 3.63% |
$7.41K - $9.2K
|
638
$236K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-1.43K- 2.99% |
$443K - $550K
|
46.5K
$17.2M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
341+ 1.29% |
$105K - $131K
|
26.7K
$9.89M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
888New |
$274K - $340K
|
888
$329K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
226+ 10.53% |
$69.8K - $86.6K
|
2.37K
$879K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-96- 12.12% |
$29.7K - $36.8K
|
696
$258K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
53.8KNew |
$16.6M - $20.6M
|
53.8K
$19.9M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
73+ 46.79% |
$22.5K - $28K
|
229
$84.8K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
127+ 18.25% |
$39.2K - $48.7K
|
823
$305K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
61.6K+ 334.89% |
$19M - $23.6M
|
80K
$29.7M
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-20- 1.52% |
$6.18K - $7.67K
|
1.29K
$479K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
48+ 123.08% |
$14.8K - $18.4K
|
87
$32.2K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
172+ 11.6% |
$53.1K - $65.9K
|
1.66K
$613K
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
1+ 0.06% |
$309 - $383
|
1.54K
$571K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-66- 1.7% |
$20.4K - $25.3K
|
3.82K
$1.41M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
400K+ 35.88% |
$124M - $153M
|
1.52M
$562M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
529+ 2.22% |
$163K - $203K
|
24.4K
$9.03M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
452+ 3.49% |
$140K - $173K
|
13.4K
$4.97M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-5- 0.88% |
$1.54K - $1.92K
|
565
$209K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
51+ 1.93% |
$15.8K - $19.5K
|
2.7K
$1M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
30+ 1500.0% |
$9.27K - $11.5K
|
32
$11.9K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.24K- 81.9% |
$383K - $475K
|
274
$102K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-3.25K- 9.51% |
$1.01M - $1.25M
|
31K
$11.5M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-678- 9.44% |
$209K - $260K
|
6.5K
$2.41M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
166+ 2.69% |
$51.3K - $63.6K
|
6.33K
$2.35M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.1% |
$309 - $383
|
1.01K
$375K
|
|
|
May 02, 2025
Q1 2025
|
Tom Gayner
Markel Corp
|
BUY
|
- |
6.7K+ 1.26% |
$2.07M - $2.57M
|
539K
$200M
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
BUY
|
- |
851K+ 786.21% |
$263M - $326M
|
959K
$355M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
15.1K+ 35.88% |
$4.67M - $5.8M
|
57.3K
$21.2M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-355- 12.13% |
$110K - $136K
|
2.57K
$953K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-602- 21.8% |
$186K - $231K
|
2.16K
$800K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-63- 0.29% |
$19.5K - $24.1K
|
21.6K
$8.01M
|
|
|
May 01, 2025
Q1 2025
|
Emerald Advisers, LLC
|
SELL
|
- |
-62- 5.26% |
$19.1K - $23.8K
|
1.12K
$414K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
1.22K+ 117.53% |
$377K - $468K
|
2.26K
$837K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
902+ 48.08% |
$279K - $346K
|
2.78K
$1.03M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
9New |
$2.78K - $3.45K
|
9
$3.33K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-346- 37.49% |
$107K - $133K
|
577
$214K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-46- 4.67% |
$14.2K - $17.6K
|
940
$348K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
201+ 14.87% |
$62.1K - $77K
|
1.55K
$575K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
295+ 30.35% |
$91.1K - $113K
|
1.27K
$469K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
10.1KNew |
$3.11M - $3.86M
|
10.1K
$3.73M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-9- 19.57% |
$2.78K - $3.45K
|
37
$13.7K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-3- 0.06% |
$927 - $1.15K
|
4.71K
$1.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-164- 7.3% |
$50.7K - $62.9K
|
2.08K
$772K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-91- 1.04% |
$28.1K - $34.9K
|
8.63K
$3.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
50+ 0.54% |
$15.4K - $19.2K
|
9.4K
$3.48M
|