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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2+ 200.0% |
$618 - $767
|
3
$1.14K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7+ 0.06% |
$2.16K - $2.68K
|
12.5K
$4.72M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-9K- 65.43% |
$2.78M - $3.45M
|
4.76K
$1.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
75+ 8.21% |
$23.2K - $28.7K
|
988
$374K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.21KNew |
$374K - $464K
|
1.21K
$458K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
4+ 0.3% |
$1.24K - $1.53K
|
1.34K
$507K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
29+ 1.6% |
$8.96K - $11.1K
|
1.84K
$697K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.19KNew |
$368K - $457K
|
1.19K
$452K
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-3.8K- 18.88% |
$1.17M - $1.46M
|
16.3K
$6.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
8+ 24.24% |
$2.47K - $3.07K
|
41
$15.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
2+ 0.12% |
$618 - $767
|
1.69K
$640K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-720- 19.5% |
$222K - $276K
|
2.97K
$1.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2.9K- 27.1% |
$896K - $1.11M
|
7.8K
$2.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1+ 0.04% |
$309 - $383
|
2.48K
$938K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
6.99KNew |
$2.16M - $2.68M
|
6.99K
$2.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
1.13K+ 25.35% |
$350K - $435K
|
5.61K
$2.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2K+ 10.43% |
$618K - $767K
|
21.2K
$8.02M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
8New |
$2.47K - $3.07K
|
8
$3.03K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
320+ 30.98% |
$98.8K - $123K
|
1.35K
$513K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-1.78K- 55.58% |
$550K - $683K
|
1.42K
$540K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
68+ 6.52% |
$21K - $26.1K
|
1.11K
$421K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
103New |
$31.8K - $39.5K
|
103
$39K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
15+ 0.84% |
$4.63K - $5.75K
|
1.8K
$681K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
13+ 0.08% |
$4.02K - $4.98K
|
15.5K
$5.87M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.91KNew |
$590K - $732K
|
1.91K
$724K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
54+ 8.7% |
$16.7K - $20.7K
|
675
$256K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
25+ 0.14% |
$7.72K - $9.58K
|
18.1K
$6.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2New |
$618 - $767
|
2
$758
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
520+ 29.73% |
$161K - $199K
|
2.27K
$860K
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-10.7K- 17.79% |
$3.3M - $4.1M
|
49.4K
$18.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-2- 1.74% |
$618 - $767
|
113
$42.8K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
1New |
$309 - $383
|
1
$379
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.21K+ 195.14% |
$682K - $847K
|
3.34K
$1.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-35- 6.84% |
$10.8K - $13.4K
|
477
$181K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-375- 1.79% |
$116K - $144K
|
20.6K
$7.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
654New |
$202K - $251K
|
654
$248K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 16.67% |
$2.16K - $2.68K
|
49
$18.6K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-811- 15.32% |
$250K - $311K
|
4.48K
$1.7M
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
16.3K+ 10.26% |
$3.74M - $5.47M
|
175K
$66.3M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.4K- 32.69% |
$782K - $1.14M
|
7.01K
$2.66M
|
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.77K- 36.55% |
$406K - $594K
|
3.07K
$1.16M
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
3.16KNew |
$726K - $1.06M
|
3.16K
$1.2M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
212+ 0.21% |
$48.7K - $71.2K
|
101K
$38.4M
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2New |
$460 - $672
|
2
$758
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
2New |
$460 - $672
|
2
$758
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
34New |
$7.81K - $11.4K
|
34
$12.9K
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
1.1KNew |
$252K - $368K
|
1.1K
$415K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
2New |
$460 - $672
|
2
$758
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
629New |
$145K - $211K
|
629
$238K
|
|