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 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-197- 5.42% |
$35.6K - $42.9K
|
3.44K
$1.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
9.34K+ 29.2% |
$1.69M - $2.03M
|
41.3K
$13.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-2.27K- 91.39% |
$411K - $495K
|
214
$71.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
5New |
$905 - $1.09K
|
5
$1.68K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-157- 14.39% |
$28.4K - $34.2K
|
934
$314K
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
5.8KNew |
$1.05M - $1.26M
|
5.8K
$1.95M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-2.83K- 31.89% |
$512K - $616K
|
6.04K
$2.03M
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
1New |
$181 - $218
|
1
$336
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
13KNew |
$2.35M - $2.83M
|
13K
$4.36M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-174- 14.18% |
$31.5K - $37.9K
|
1.05K
$354K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-927- 33.23% |
$168K - $202K
|
1.86K
$626K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1+ 0.17% |
$181 - $218
|
573
$192K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-155- 1.04% |
$28K - $33.8K
|
14.7K
$4.93M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
SELL
|
- |
-35- 8.31% |
$6.33K - $7.63K
|
386
$130K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
8+ 800.0% |
$1.45K - $1.74K
|
9
$3.02K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
85+ 3.41% |
$15.4K - $18.5K
|
2.58K
$866K
|
|
|
Jul 20, 2023
Q2 2023
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
2.3KNew |
$416K - $501K
|
2.3K
$773K
|
|
|
Jul 14, 2023
Q2 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
21New |
$3.8K - $4.58K
|
21
$7.05K
|
|
|
Jul 12, 2023
Q2 2023
|
Community Trust & Investment CO
|
BUY
|
- |
76+ 0.19% |
$13.8K - $16.6K
|
39.4K
$13.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
1K+ 100.0% |
$181K - $218K
|
2K
$672K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 5.88% |
$181 - $218
|
16
$5.37K
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
4.23KNew |
$812K - $1.08M
|
4.23K
$1.42M
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-10.1KClosed |
$1.94M - $2.58M
|
0
$0
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-12Closed |
$2.3K - $3.07K
|
0
$0
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
5.61KNew |
$1.08M - $1.43M
|
5.61K
$1.88M
|
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-27.2K- 29.94% |
$5.22M - $6.95M
|
63.6K
$21.4M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
27New |
$5.18K - $6.9K
|
27
$9.07K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-847- 34.04% |
$163K - $216K
|
1.64K
$551K
|
|
|
May 15, 2023
Q1 2023
|
Engle Capital Management, L.P.
Greenwich, CT |
SELL
|
- |
-25K- 31.25% |
$4.8M - $6.39M
|
55K
$18.5M
|
|
|
May 15, 2023
Q1 2023
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
1.7KNew |
$326K - $434K
|
1.7K
$571K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-28- 2.75% |
$5.38K - $7.16K
|
990
$333K
|
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.44KNew |
$276K - $367K
|
1.44K
$482K
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-7.7K- 71.3% |
$1.48M - $1.97M
|
3.1K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
5.38KNew |
$1.03M - $1.37M
|
5.38K
$1.81M
|
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
1.7KNew |
$326K - $434K
|
1.7K
$571K
|
|
|
May 15, 2023
Q1 2023
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
- |
55KNew |
$10.6M - $14.1M
|
55K
$18.5M
|
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
760New |
$146K - $194K
|
760
$255K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
1.75K+ 106.39% |
$336K - $447K
|
3.39K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.33K+ 88.63% |
$448K - $596K
|
4.96K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
24.8K+ 300.71% |
$4.77M - $6.35M
|
33.1K
$11.1M
|
|
|
May 15, 2023
Q1 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
59.7KNew |
$11.5M - $15.2M
|
59.7K
$20M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-887- 38.72% |
$170K - $227K
|
1.4K
$472K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.05KNew |
$586K - $781K
|
3.05K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
86.4K+ 169.03% |
$16.6M - $22.1M
|
137K
$46.2M
|
|
|
May 15, 2023
Q1 2023
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
20KNew |
$3.84M - $5.11M
|
20K
$6.72M
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
7.23KNew |
$1.39M - $1.85M
|
7.23K
$2.43M
|
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-341- 10.6% |
$65.5K - $87.1K
|
2.88K
$966K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
203New |
$39K - $51.9K
|
203
$68.2K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
73New |
$14K - $18.7K
|
73
$24.5K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-500- 49.36% |
$96K - $128K
|
513
$172K
|
|