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 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-811- 15.32% |
$250K - $311K
|
4.48K
$1.69M
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
16.3K+ 10.26% |
$3.74M - $5.47M
|
175K
$66M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.4K- 32.69% |
$782K - $1.14M
|
7.01K
$2.64M
|
|
|
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
$1.19M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
212+ 0.21% |
$48.7K - $71.2K
|
101K
$38.2M
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2New |
$460 - $672
|
2
$754
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
2New |
$460 - $672
|
2
$754
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
34New |
$7.81K - $11.4K
|
34
$12.8K
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
1.1KNew |
$252K - $368K
|
1.1K
$413K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
2New |
$460 - $672
|
2
$754
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
629New |
$145K - $211K
|
629
$237K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
123New |
$28.3K - $41.3K
|
123
$46.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.05KNew |
$241K - $352K
|
1.05K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-48K- 20.25% |
$11M - $16.1M
|
189K
$71.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Tybourne Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-95.4K- 55.25% |
$21.9M - $32.1M
|
77.3K
$29.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Castle Hook Partners LP
New York, NY |
BUY
|
- |
76.1KNew |
$17.5M - $25.6M
|
76.1K
$28.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-140- 11.09% |
$32.2K - $47K
|
1.12K
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
1.15KNew |
$264K - $385K
|
1.15K
$432K
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
21.5KNew |
$4.93M - $7.21M
|
21.5K
$8.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
84+ 1.5% |
$19.3K - $28.2K
|
5.69K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
5+ 0.1% |
$1.15K - $1.68K
|
5.01K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13+ 8.33% |
$2.99K - $4.37K
|
169
$63.7K
|
|
|
Feb 14, 2025
Q4 2024
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
1KNew |
$230K - $336K
|
1K
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
20.8KNew |
$4.78M - $6.99M
|
20.8K
$7.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-153- 8.11% |
$35.2K - $51.4K
|
1.73K
$653K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.13K- 53.2% |
$260K - $379K
|
993
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-235- 3.05% |
$54K - $78.9K
|
7.47K
$2.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
10.7KNew |
$2.46M - $3.59M
|
10.7K
$4.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-67.1K- 97.67% |
$15.4M - $22.5M
|
1.6K
$603K
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
CALL |
-2.6K- 44.83% |
$598K - $873K
|
3.2K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
37.6K+ 101.22% |
$8.64M - $12.6M
|
74.7K
$28.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Rivermont Capital Management LP
New York, NY |
BUY
|
- |
60.1KNew |
$13.8M - $20.2M
|
60.1K
$22.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
154+ 275.0% |
$35.4K - $51.7K
|
210
$79.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
10.4KNew |
$2.4M - $3.51M
|
10.4K
$3.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
3.53KNew |
$812K - $1.19M
|
3.53K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
8.95KNew |
$2.06M - $3.01M
|
8.95K
$3.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-5.72K- 77.63% |
$1.32M - $1.92M
|
1.65K
$621K
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-203K- 58.02% |
$46.7M - $68.3M
|
147K
$55.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Solel Partners LP
Boston, MA |
BUY
|
- |
87KNew |
$20M - $29.2M
|
87K
$32.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-120K- 28.52% |
$27.5M - $40.2M
|
300K
$113M
|
|
|
Feb 14, 2025
Q4 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
3.37K+ 26.18% |
$773K - $1.13M
|
16.2K
$6.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
3.7KNew |
$850K - $1.24M
|
3.7K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
332New |
$76.3K - $112K
|
332
$125K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
650New |
$149K - $218K
|
650
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
Mig Capital, LLC
Newport Beach, CA |
BUY
|
- |
1.03KNew |
$236K - $345K
|
1.03K
$387K
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
746New |
$171K - $251K
|
746
$281K
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
629New |
$145K - $211K
|
629
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.69KNew |
$848K - $1.24M
|
3.69K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
801New |
$184K - $269K
|
801
$302K
|
|