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 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.44KNew |
$276K - $367K
|
1.44K
$532K
|
|
|
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
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
1.7KNew |
$326K - $434K
|
1.7K
$630K
|
|
|
May 15, 2023
Q1 2023
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
- |
55KNew |
$10.6M - $14.1M
|
55K
$20.4M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
1.75K+ 106.39% |
$336K - $447K
|
3.39K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.33K+ 88.63% |
$448K - $596K
|
4.96K
$1.84M
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
24.8K+ 300.71% |
$4.77M - $6.35M
|
33.1K
$12.3M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.05KNew |
$586K - $781K
|
3.05K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
86.4K+ 169.03% |
$16.6M - $22.1M
|
137K
$50.9M
|
|
|
May 15, 2023
Q1 2023
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
20KNew |
$3.84M - $5.11M
|
20K
$7.41M
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
7.23KNew |
$1.39M - $1.85M
|
7.23K
$2.68M
|
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-341- 10.6% |
$65.5K - $87.1K
|
2.88K
$1.07M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
203New |
$39K - $51.9K
|
203
$75.2K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
73New |
$14K - $18.7K
|
73
$27K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-500- 49.36% |
$96K - $128K
|
513
$190K
|
|
|
May 10, 2023
Q1 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-9.03K- 66.57% |
$1.73M - $2.31M
|
4.54K
$1.68M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
BUY
|
- |
1.81KNew |
$348K - $463K
|
1.81K
$671K
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.47K- 5.42% |
$474K - $632K
|
43.1K
$16M
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
2.52KNew |
$484K - $645K
|
2.52K
$934K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.99KNew |
$574K - $764K
|
2.99K
$1.11M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
5New |
$960 - $1.28K
|
5
$1.85K
|
|
|
May 05, 2023
Q1 2023
|
Ctc Capital Management, LLC
|
SELL
|
- |
-50- 4.17% |
$9.6K - $12.8K
|
1.15K
$426K
|
|
|
May 04, 2023
Q1 2023
|
Chase Investment Counsel Corp
|
SELL
|
- |
-10.8K- 53.31% |
$2.08M - $2.76M
|
9.48K
$3.51M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
32+ 10.39% |
$6.14K - $8.18K
|
340
$126K
|
|
|
May 04, 2023
Q1 2023
|
Segantii Capital Management LTD
|
BUY
|
- |
16.5KNew |
$3.17M - $4.22M
|
16.5K
$6.11M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
12New |
$2.3K - $3.07K
|
12
$4.45K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$576 - $767
|
3
$1.11K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
4+ 5.8% |
$768 - $1.02K
|
73
$27K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-11- 23.91% |
$2.11K - $2.81K
|
35
$13K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
545New |
$105K - $139K
|
545
$202K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
5.97KNew |
$1.15M - $1.52M
|
5.97K
$2.21M
|
|
|
Apr 28, 2023
Q1 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
3.64K+ 45.61% |
$698K - $929K
|
11.6K
$4.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Act Advisors, Llc.
|
BUY
|
- |
1.9K+ 189.71% |
$365K - $485K
|
2.9K
$1.07M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
50New |
$9.6K - $12.8K
|
50
$18.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-537- 80.63% |
$103K - $137K
|
129
$47.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Australian Super Pty LTD
|
BUY
|
- |
52.1KNew |
$10M - $13.3M
|
52.1K
$19.3M
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
75New |
$14.4K - $19.2K
|
75
$27.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-6K- 60.0% |
$1.15M - $1.53M
|
4K
$1.48M
|
|
|
Apr 19, 2023
Q1 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-1.75K- 42.24% |
$336K - $447K
|
2.39K
$887K
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-112- 5.33% |
$21.5K - $28.6K
|
1.99K
$737K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
15New |
$2.88K - $3.83K
|
15
$5.56K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
3KNew |
$576K - $767K
|
3K
$1.11M
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-551- 31.52% |
$106K - $141K
|
1.2K
$443K
|
|
| Q4 2022 | |||||||
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
5New |
$1.03K - $1.35K
|
5
$1.85K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-1.09K- 34.28% |
$226K - $294K
|
2.09K
$774K
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-58.3K- 61.29% |
$12.1M - $15.7M
|
36.8K
$13.7M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-293- 13.1% |
$60.6K - $79K
|
1.94K
$720K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.26KNew |
$261K - $340K
|
1.26K
$468K
|
|
|
Feb 14, 2023
Q4 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-15- 0.69% |
$3.1K - $4.04K
|
2.15K
$797K
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-5- 20.83% |
$1.03K - $1.35K
|
19
$7.04K
|
|