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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-3.49K- 31.61% |
$896K - $1.01M
|
7.56K
$2.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
23+ 176.92% |
$5.9K - $6.64K
|
36
$12.1K
|
|
|
Aug 13, 2024
Q2 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
500+ 17.86% |
$128K - $144K
|
3.3K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
493+ 18.55% |
$126K - $142K
|
3.15K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
17.8KNew |
$4.57M - $5.14M
|
17.8K
$5.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-20K- 1.25% |
$5.14M - $5.79M
|
1.58M
$530M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
1+ 0.13% |
$256 - $289
|
799
$268K
|
|
|
Aug 13, 2024
Q2 2024
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-227- 3.85% |
$58.2K - $65.6K
|
5.68K
$1.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-6- 0.46% |
$1.54K - $1.73K
|
1.31K
$440K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.14K+ 26.28% |
$548K - $617K
|
10.3K
$3.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-56.3K- 29.01% |
$14.4M - $16.3M
|
138K
$46.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-150- 6.78% |
$38.5K - $43.3K
|
2.06K
$693K
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
78+ 2.53% |
$20K - $22.5K
|
3.16K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
2.98K+ 244.54% |
$763K - $860K
|
4.19K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.6K- 60.17% |
$409K - $461K
|
1.06K
$355K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-775K- 12.74% |
$199M - $224M
|
5.3M
$1.78B
|
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-70- 0.69% |
$17.9K - $20.2K
|
10K
$3.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
5.28KNew |
$1.35M - $1.52M
|
5.28K
$1.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-186- 1.54% |
$47.7K - $53.7K
|
11.9K
$3.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-50- 4.59% |
$12.8K - $14.4K
|
1.04K
$349K
|
|
|
Aug 12, 2024
Q2 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-58.4K- 36.39% |
$15M - $16.9M
|
102K
$34.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
7.7KNew |
$1.97M - $2.22M
|
7.7K
$2.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-54- 5.66% |
$13.8K - $15.6K
|
900
$302K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
2.98KNew |
$764K - $861K
|
2.98K
$1M
|
|
|
Aug 12, 2024
Q2 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
2.62KNew |
$672K - $757K
|
2.62K
$880K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
25New |
$6.41K - $7.22K
|
25
$8.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
15+ 4.49% |
$3.85K - $4.33K
|
349
$117K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
24+ 8.76% |
$6.15K - $6.93K
|
298
$100K
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-403- 4.97% |
$103K - $116K
|
7.7K
$2.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
3.1KNew |
$796K - $896K
|
3.1K
$1.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
799New |
$205K - $231K
|
799
$268K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4New |
$1.03K - $1.16K
|
4
$1.34K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-68.6K- 72.93% |
$17.6M - $19.8M
|
25.5K
$8.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
2.18KNew |
$559K - $630K
|
2.18K
$732K
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
2.7K+ 541.88% |
$693K - $781K
|
3.2K
$1.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-747- 18.52% |
$192K - $216K
|
3.29K
$1.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
2.62K+ 23.85% |
$671K - $756K
|
13.6K
$4.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3New |
$769 - $866
|
3
$1.01K
|
|
|
Aug 08, 2024
Q2 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
262+ 4.46% |
$67.2K - $75.7K
|
6.13K
$2.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-114- 2.29% |
$29.2K - $32.9K
|
4.87K
$1.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-34- 3.58% |
$8.72K - $9.82K
|
915
$307K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.36KNew |
$348K - $393K
|
1.36K
$457K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-116- 10.41% |
$29.7K - $33.5K
|
998
$335K
|
|
|
Aug 07, 2024
Q2 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
3.34KNew |
$855K - $964K
|
3.34K
$1.12M
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
38New |
$9.74K - $11K
|
38
$12.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
5.29KNew |
$1.36M - $1.53M
|
5.29K
$1.78M
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
746New |
$191K - $215K
|
746
$251K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-71- 18.39% |
$18.2K - $20.5K
|
315
$106K
|
|
|
Aug 06, 2024
Q2 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
398+ 7.72% |
$102K - $115K
|
5.55K
$1.86M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
773New |
$198K - $223K
|
773
$260K
|