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 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-228- 11.75% |
$58.5K - $65.9K
|
1.71K
$649K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2+ 100.0% |
$513 - $578
|
4
$1.52K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
12New |
$3.08K - $3.47K
|
12
$4.55K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
101+ 360.71% |
$25.9K - $29.2K
|
129
$48.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
100New |
$25.6K - $28.9K
|
100
$37.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-63- 28.25% |
$16.2K - $18.2K
|
160
$60.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
32New |
$8.21K - $9.24K
|
32
$12.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
15KNew |
$3.83M - $4.32M
|
15K
$5.66M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
10.5K+ 51.28% |
$2.68M - $3.02M
|
30.8K
$11.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
32New |
$8.21K - $9.24K
|
32
$12.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3- 75.0% |
$769 - $866
|
1
$379
|
|
|
Jul 19, 2024
Q2 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
13.2KNew |
$3.4M - $3.83M
|
13.2K
$5.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
BUY
|
- |
255+ 2.79% |
$65.4K - $73.6K
|
9.41K
$3.56M
|
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-23.2KClosed |
$5.95M - $6.7M
|
0
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
8New |
$2.05K - $2.31K
|
8
$3.03K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 2.78% |
$256 - $289
|
37
$14K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
30New |
$7.69K - $8.66K
|
30
$11.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1+ 0.01% |
$256 - $289
|
10.8K
$4.07M
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.08KNew |
$278K - $313K
|
1.08K
$411K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
4.34K+ 13.64% |
$1.11M - $1.25M
|
36.1K
$13.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
77+ 5.33% |
$19.7K - $22.2K
|
1.52K
$577K
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
725New |
$186K - $209K
|
725
$275K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.7KNew |
$435K - $490K
|
1.7K
$642K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
60New |
$15.4K - $17.3K
|
60
$22.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
11New |
$2.82K - $3.18K
|
11
$4.17K
|
|
| Q1 2024 | |||||||
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-3.96K- 86.84% |
$914K - $1.08M
|
600
$227K
|
|
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
919KNew |
$212M - $252M
|
919K
$348M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2.86KNew |
$660K - $783K
|
2.86K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
989New |
$228K - $271K
|
989
$375K
|
|
|
May 15, 2024
Q1 2024
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
1.87KNew |
$432K - $512K
|
1.87K
$709K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.09KNew |
$482K - $571K
|
2.09K
$791K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-3.4K- 64.03% |
$785K - $932K
|
1.91K
$724K
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
6.13KNew |
$1.41M - $1.68M
|
6.13K
$2.32M
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
21.2KNew |
$4.89M - $5.8M
|
21.2K
$8.02M
|
|
|
May 15, 2024
Q1 2024
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-22K- 50.26% |
$5.08M - $6.02M
|
21.8K
$8.25M
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
4.68K+ 25.71% |
$1.08M - $1.28M
|
22.9K
$8.66M
|
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
985New |
$227K - $270K
|
985
$373K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-469- 7.59% |
$108K - $128K
|
5.71K
$2.16M
|
|
|
May 14, 2024
Q1 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.9KNew |
$438K - $520K
|
1.9K
$720K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-30- 7.71% |
$6.92K - $8.21K
|
359
$136K
|
|
|
May 14, 2024
Q1 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
14+ 10.69% |
$3.23K - $3.83K
|
145
$54.9K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
838+ 11.18% |
$193K - $229K
|
8.34K
$3.16M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.15KNew |
$728K - $863K
|
3.15K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
37New |
$8.54K - $10.1K
|
37
$14K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
138New |
$31.8K - $37.8K
|
138
$52.3K
|
|
|
May 13, 2024
Q1 2024
|
Seven Eight Capital, LP
|
SELL
|
- |
-6.94K- 65.66% |
$1.6M - $1.9M
|
3.63K
$1.38M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
24New |
$5.54K - $6.57K
|
24
$9.09K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-18- 1.41% |
$4.15K - $4.93K
|
1.26K
$476K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.87K- 99.84% |
$431K - $511K
|
3
$1.14K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
92New |
$21.2K - $25.2K
|
92
$34.9K
|
|