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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
56+ 3.99% |
$15.9K - $21.8K
|
1.46K
$541K
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
566New |
$160K - $220K
|
566
$210K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-10- 71.43% |
$2.83K - $3.89K
|
4
$1.48K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
678New |
$192K - $264K
|
678
$251K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-595- 9.18% |
$169K - $231K
|
5.89K
$2.18M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-49- 2.3% |
$13.9K - $19.1K
|
2.08K
$771K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-11- 0.5% |
$3.12K - $4.28K
|
2.2K
$815K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-21- 21.0% |
$5.95K - $8.17K
|
79
$29.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.23KNew |
$349K - $479K
|
1.23K
$456K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
63+ 34.81% |
$17.8K - $24.5K
|
244
$90.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
560New |
$159K - $218K
|
560
$207K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-20- 0.79% |
$5.67K - $7.78K
|
2.51K
$931K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.09K+ 45.47% |
$309K - $424K
|
3.49K
$1.29M
|
|
| Q1 2025 | |||||||
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
3.18KNew |
$983K - $1.22M
|
3.18K
$1.18M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
29+ 14.5% |
$8.96K - $11.1K
|
229
$84.8K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
1New |
$309 - $383
|
1
$370
|
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
BUY
|
- |
4.16KNew |
$1.28M - $1.59M
|
4.16K
$1.54M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-47K- 99.37% |
$14.5M - $18M
|
298
$110K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
78+ 15.12% |
$24.1K - $29.9K
|
594
$220K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
371New |
$115K - $142K
|
371
$137K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
117+ 11700.0% |
$36.1K - $44.8K
|
118
$43.7K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
74+ 0.76% |
$22.9K - $28.4K
|
9.77K
$3.62M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.45K- 35.96% |
$757K - $939K
|
4.36K
$1.62M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
256New |
$79.1K - $98.1K
|
256
$94.8K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
25.9K+ 4.46% |
$8M - $9.93M
|
608K
$225M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-622- 5.13% |
$192K - $238K
|
11.5K
$4.26M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-957- 2.32% |
$296K - $367K
|
40.3K
$14.9M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$618 - $767
|
2
$741
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
7New |
$2.16K - $2.68K
|
7
$2.59K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2New |
$618 - $767
|
2
$741
|
|
|
May 15, 2025
Q1 2025
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
7.5KNew |
$2.32M - $2.87M
|
7.5K
$2.78M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-773K- 85.96% |
$239M - $296M
|
126K
$46.8M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
859New |
$265K - $329K
|
859
$318K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.91K+ 23.16% |
$590K - $732K
|
10.2K
$3.76M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
10.1K+ 3.53% |
$3.13M - $3.89M
|
297K
$110M
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
7.15K+ 15.84% |
$2.21M - $2.74M
|
52.3K
$19.4M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-11.6K- 4.69% |
$3.59M - $4.45M
|
236K
$87.4M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-94- 8.31% |
$29K - $36K
|
1.04K
$384K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-47- 8.44% |
$14.5K - $18K
|
510
$189K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.5K+ 155.85% |
$773K - $959K
|
4.11K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
517+ 16.89% |
$160K - $198K
|
3.58K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
126+ 1.37% |
$38.9K - $48.3K
|
9.3K
$3.44M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-91- 1.48% |
$28.1K - $34.9K
|
6.06K
$2.24M
|
|
|
May 15, 2025
Q1 2025
|
2 Xideas Ag
Pfaffikon, V8 |
SELL
|
- |
-16.5K- 36.51% |
$5.08M - $6.31M
|
28.6K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
9.05K+ 0.54% |
$2.79M - $3.47M
|
1.68M
$622M
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
340+ 7.37% |
$105K - $130K
|
4.95K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
173K+ 34.33% |
$53.5M - $66.3M
|
677K
$251M
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-17- 12.88% |
$5.25K - $6.52K
|
115
$42.6K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
1+ 100.0% |
$309 - $383
|
2
$741
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
29.1KNew |
$8.98M - $11.1M
|
29.1K
$10.8M
|
|