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 09, 2024
Q1 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
3.22KNew |
$743K - $882K
|
3.22K
$1.08M
|
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
48.6KNew |
$11.2M - $13.3M
|
48.6K
$16.3M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-3- 50.0% |
$692 - $821
|
3
$1.01K
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
770New |
$178K - $211K
|
770
$259K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-50- 4.13% |
$11.5K - $13.7K
|
1.16K
$390K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
4New |
$923 - $1.1K
|
4
$1.34K
|
|
|
May 08, 2024
Q1 2024
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
- |
12.9KNew |
$2.98M - $3.53M
|
12.9K
$4.33M
|
|
|
May 08, 2024
Q1 2024
|
Schwab Charitable Fund
|
BUY
|
- |
1KNew |
$231K - $274K
|
1K
$336K
|
|
|
May 07, 2024
Q1 2024
|
12 West Capital Management LP
New York, NY |
BUY
|
- |
30.3KNew |
$6.99M - $8.3M
|
30.3K
$10.2M
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
751New |
$173K - $206K
|
751
$252K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
4New |
$923 - $1.1K
|
4
$1.34K
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
2.18KNew |
$503K - $597K
|
2.18K
$732K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
157+ 11.17% |
$36.2K - $43K
|
1.56K
$525K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
685New |
$158K - $188K
|
685
$230K
|
|
|
Apr 30, 2024
Q1 2024
|
Silvant Capital Management LLC
|
BUY
|
- |
2.52K+ 24.67% |
$582K - $690K
|
12.7K
$4.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$231 - $274
|
1
$336
|
|
|
Apr 29, 2024
Q1 2024
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-49- 4.84% |
$11.3K - $13.4K
|
963
$323K
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
3.22KNew |
$743K - $881K
|
3.22K
$1.08M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
324+ 64.8% |
$74.8K - $88.7K
|
824
$277K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.67KNew |
$386K - $458K
|
1.67K
$562K
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
796New |
$184K - $218K
|
796
$267K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
7+ 15.56% |
$1.62K - $1.92K
|
52
$17.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-6.44K- 31.9% |
$1.49M - $1.76M
|
13.8K
$4.62M
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-858- 34.2% |
$198K - $235K
|
1.65K
$555K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-87- 5.42% |
$20.1K - $23.8K
|
1.52K
$510K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.37KNew |
$777K - $922K
|
3.37K
$1.13M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5New |
$1.15K - $1.37K
|
5
$1.68K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
7New |
$1.62K - $1.92K
|
7
$2.35K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
23New |
$5.31K - $6.3K
|
23
$7.73K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.22% |
$231 - $274
|
452
$152K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
1.37KNew |
$315K - $374K
|
1.37K
$459K
|
|
| Q4 2023 | |||||||
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
3.74KNew |
$786K - $898K
|
3.74K
$1.26M
|
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.09KNew |
$229K - $262K
|
1.09K
$366K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
154+ 41.62% |
$32.3K - $36.9K
|
524
$176K
|
|
|
Feb 15, 2024
Q4 2023
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
1.11KNew |
$233K - $266K
|
1.11K
$373K
|
|
|
Feb 14, 2024
Q4 2023
|
Hst Ventures, LLC
|
SELL
|
- |
-10.4K- 54.01% |
$2.18M - $2.49M
|
8.84K
$2.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Thames Capital Management LLC
New York, NY |
SELL
|
- |
-10.8K- 46.14% |
$2.28M - $2.6M
|
12.7K
$4.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-30.8K- 50.81% |
$6.46M - $7.37M
|
29.8K
$10M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
18.8KNew |
$3.95M - $4.51M
|
18.8K
$6.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.01KNew |
$631K - $721K
|
3.01K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-122- 2.01% |
$25.6K - $29.3K
|
5.93K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-30.7K- 28.97% |
$6.44M - $7.35M
|
75.2K
$25.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
17.2KNew |
$3.62M - $4.13M
|
17.2K
$5.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
6KNew |
$1.26M - $1.44M
|
6K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
9.63KNew |
$2.02M - $2.31M
|
9.63K
$3.24M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-2.4K- 97.84% |
$504K - $575K
|
53
$17.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
1.36KNew |
$285K - $325K
|
1.36K
$456K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
84New |
$17.6K - $20.1K
|
84
$28.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3.49KNew |
$732K - $837K
|
3.49K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
996New |
$209K - $239K
|
996
$335K
|
|