Latest Institutional Transactions on Lpl Financial Holdings Inc. (LPLA)

LPLA Quotes by TradingView

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
Feb 18, 2022 Q4 2021
Castle Ark Alternatives, LLC

Chicago, IL
SELL
 -
-64.1K
Closed
$9.78M - $11.2M
0 $0
Feb 15, 2022 Q4 2021
Nfj Investment Group, LLC

Dallas, TX
SELL
 -
-3.02K
Closed
$461K - $529K
0 $0
Feb 15, 2022 Q4 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-177
Closed
$27K - $31K
0 $0
Feb 14, 2022 Q4 2021
Hg Vora Capital Management, LLC

New York, NY
SELL
 -
-800K
Closed
$122M - $140M
0 $0
Feb 14, 2022 Q4 2021
Jacobi Capital Management LLC

SELL
 -
-941
Closed
$144K - $165K
0 $0
Feb 14, 2022 Q4 2021
Alyeska Investment Group, L.P.

Chicago, IL
BUY
 -
67.4K
New
$10.3M - $11.8M
67.4K $22.6M
Feb 11, 2022 Q4 2021
Consolidated Planning Corp

Atlanta, GA
SELL
 -
-43
Closed
$6.56K - $7.53K
0 $0
Feb 11, 2022 Q4 2021
Gw&K Investment Management, LLC

Boston, MA
SELL
 -
-950
Closed
$145K - $166K
0 $0
Feb 11, 2022 Q4 2021
Sovarnum Capital L.P.

New York, NY
SELL
 -
-15K
Closed
$2.29M - $2.63M
0 $0
Feb 11, 2022 Q4 2021
First National Bank Of Omaha

Omaha, NE
SELL
 -
-1.53K
Closed
$234K - $268K
0 $0
Feb 09, 2022 Q4 2021
L & S Advisors Inc

Los Angeles, CA
SELL
 -
-2.2K
Closed
$336K - $385K
0 $0
Feb 08, 2022 Q4 2021
Nvwm, LLC

BUY
 -
25
+ 86.21%
$3.82K - $4.38K
54 $18.1K
Feb 07, 2022 Q4 2021
D'Orazio & Associates, Inc.

Falls Church, VA
SELL
 -
-56
Closed
$8.55K - $9.8K
0 $0
Feb 04, 2022 Q4 2021
Joseph P. Lucia & Associates, LLC

SELL
 -
-18
Closed
$2.75K - $3.15K
0 $0
Jan 31, 2022 Q4 2021
Cnb Bank

Clearfield, PA
BUY
 -
19
New
$2.9K - $3.33K
19 $6.38K
Jan 28, 2022 Q4 2021
Guidance Point Advisors, LLC

SELL
 -
-75
Closed
$11.4K - $13.1K
0 $0
Jan 13, 2022 Q4 2021
Pacifica Partners Inc.

SELL
 -
-14
Closed
$2.14K - $2.45K
0 $0
Jan 04, 2022 Q4 2021
Park National Corp

SELL
 -
-1.29K
Closed
$196K - $225K
0 $0
Q3 2021
Nov 24, 2021 Q3 2021
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-6
Closed
$765 - $967
0 $0
Nov 15, 2021 Q3 2021
Kemnay Advisory Services Inc.

New York, NY
SELL
 -
-5.49K
Closed
$700K - $884K
0 $0
Nov 15, 2021 Q3 2021
Joel Greenblatt Gotham Asset Management, LLC | New York, Ny
SELL
 -
-1.93K
Closed
$246K - $310K
0 $0
Nov 15, 2021 Q3 2021
York Capital Management Global Advisors, LLC

New York, NY
SELL
 -
-28.8K
Closed
$3.68M - $4.64M
0 $0
Nov 12, 2021 Q3 2021
Loring Wolcott & Coolidge Fiduciary Advisors LLP

SELL
 -
-14
Closed
$1.79K - $2.26K
0 $0
Nov 12, 2021 Q3 2021
Qtron Investments LLC

Boston, MA
SELL
 -
-2.13K
Closed
$271K - $343K
0 $0
Nov 12, 2021 Q3 2021
Four Thought Financial, LLC

Venice, FL
SELL
 -
-124
Closed
$15.8K - $20K
0 $0
Nov 12, 2021 Q3 2021
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
9
New
$1.15K - $1.45K
9 $3.02K
Nov 05, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
25K
New
$3.19M - $4.03M
25K $8.4M
Oct 27, 2021 Q3 2021
Solstein Capital, LLC

Menlo Park, CA
SELL
 -
-65
Closed
$8.29K - $10.5K
0 $0
Oct 25, 2021 Q3 2021
Spx Equities Gestao De Recursos Ltda

Rio De Janeiro, D5
SELL
 -
-100K
Closed
$12.8M - $16.2M
0 $0
Oct 25, 2021 Q3 2021
Exos Asset Management LLC

New York, NY
SELL
 -
-393
Closed
$50.1K - $63.3K
0 $0
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
147
New
$18.8K - $23.7K
147 $49.4K
Oct 20, 2021 Q3 2021
Summer Haven Investment Management, LLC

SELL
 -
-5.56K
Closed
$709K - $896K
0 $0
Oct 18, 2021 Q3 2021
Symmetry Partners, LLC

BUY
 -
1.32K
New
$169K - $213K
1.32K $445K
Q2 2021
Aug 17, 2021 Q2 2021
Itau Unibanco Holding S.A.

Sao Paulo, D5
SELL
 -
-14.3K
Closed
$1.92M - $2.24M
0 $0
Aug 17, 2021 Q2 2021
Logan Capital Management Inc

Newtown Square, PA
BUY
 PUT
4.24K
New
$571K - $664K
4.24K $1.42M
Aug 16, 2021 Q2 2021
Caxton Associates LP

New York, NY
SELL
 -
-2.08K
Closed
$280K - $326K
0 $0
Aug 16, 2021 Q2 2021
Pathstone Family Office, LLC

Englewood, NJ
BUY
 PUT
34.5K
New
$4.65M - $5.41M
34.5K $11.6M
Aug 16, 2021 Q2 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-50
Closed
$6.73K - $7.83K
0 $0
Aug 16, 2021 Q2 2021
Lee Capital Holdings LLC

New York, NY
SELL
 -
-7.42K
Closed
$998K - $1.16M
0 $0
Aug 16, 2021 Q2 2021
Castellan Group

Louisville, KY
SELL
 -
-12.4K
Closed
$1.67M - $1.95M
0 $0
Aug 13, 2021 Q2 2021
Advisor Resource Council

BUY
 -
109
New
$14.7K - $17.1K
109 $36.6K
Aug 13, 2021 Q2 2021
Mackay Shields LLC

SELL
 -
-70.4K
Closed
$9.48M - $11M
0 $0
Aug 13, 2021 Q2 2021
Wolverine Asset Management LLC

SELL
 -
-389
Closed
$52.4K - $61K
0 $0
Aug 13, 2021 Q2 2021
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-300
Closed
$40.4K - $47K
0 $0
Aug 13, 2021 Q2 2021
Eam Investors, LLC

Solana Beach, CA
SELL
 -
-21.2K
Closed
$2.85M - $3.32M
0 $0
Aug 12, 2021 Q2 2021
Saltoro Capital, LP

Dallas, TX
SELL
 -
-5.4K
Closed
$727K - $846K
0 $0
Aug 06, 2021 Q2 2021
Stuart Chaussee & Associates, Inc.

SELL
 -
-19
Closed
$2.56K - $2.98K
0 $0
Aug 04, 2021 Q2 2021
Lee Financial CO

Dallas, TX
BUY
 -
13
New
$1.75K - $2.04K
13 $4.37K
Jul 22, 2021 Q2 2021
Valeo Financial Advisors, LLC

SELL
 -
-68
Closed
$9.15K - $10.7K
0 $0

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