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, 2025
Q1 2025
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.86K- 36.98% |
$3.04M - $3.78M
|
16.8K
$6.22M
|
|
|
May 15, 2025
Q1 2025
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-36.1K- 52.57% |
$11.2M - $13.8M
|
32.6K
$12.1M
|
|
|
May 15, 2025
Q1 2025
|
Azora Capital LP
Miami, FL |
BUY
|
- |
26.2K+ 6.31% |
$8.11M - $10.1M
|
442K
$164M
|
|
|
May 15, 2025
Q1 2025
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-3.4K- 1.23% |
$1.05M - $1.3M
|
273K
$101M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-41.7K- 85.14% |
$12.9M - $16M
|
7.28K
$2.7M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
38.1K+ 646.69% |
$11.8M - $14.6M
|
44K
$16.3M
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-1- 0.01% |
$309 - $383
|
9.33K
$3.46M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-776- 22.01% |
$240K - $297K
|
2.75K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
225+ 0.61% |
$69.5K - $86.2K
|
36.8K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
12.5KNew |
$3.86M - $4.79M
|
12.5K
$4.63M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
137New |
$42.3K - $52.5K
|
137
$50.8K
|
|
|
May 15, 2025
Q1 2025
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
12.5KNew |
$3.86M - $4.79M
|
12.5K
$4.63M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.22K+ 95.11% |
$1.3M - $1.62M
|
8.67K
$3.21M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.01K- 59.2% |
$311K - $386K
|
694
$257K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-1.47K- 4.34% |
$452K - $562K
|
32.3K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-156- 7.85% |
$48.2K - $59.8K
|
1.83K
$678K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
71+ 1.87% |
$21.9K - $27.2K
|
3.86K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
937+ 2.0% |
$289K - $359K
|
47.7K
$17.7M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.06K+ 42.71% |
$326K - $404K
|
3.53K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-8.04K- 1.68% |
$2.48M - $3.08M
|
470K
$174M
|
|
|
May 15, 2025
Q1 2025
|
Hmi Capital Management, L.P.
San Francisco, CA |
SELL
|
- |
-115K- 28.54% |
$35.4M - $43.9M
|
287K
$106M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-357- 0.84% |
$110K - $137K
|
42K
$15.6M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.02KNew |
$624K - $774K
|
2.02K
$748K
|
|
|
May 15, 2025
Q1 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
753+ 57.09% |
$233K - $289K
|
2.07K
$768K
|
|
|
May 15, 2025
Q1 2025
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
5KNew |
$1.54M - $1.92M
|
5K
$1.85M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
15.8K+ 0.52% |
$4.89M - $6.07M
|
3.07M
$1.14B
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-5.38K- 62.95% |
$1.66M - $2.06M
|
3.17K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-1.3K- 15.64% |
$402K - $498K
|
7.01K
$2.6M
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-260- 18.16% |
$80.3K - $99.7K
|
1.17K
$434K
|
|
|
May 15, 2025
Q1 2025
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
15K+ 50.0% |
$4.63M - $5.75M
|
45K
$16.7M
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
300+ 23.08% |
$92.7K - $115K
|
1.6K
$593K
|
|
|
May 15, 2025
Q1 2025
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
1.45KNew |
$449K - $557K
|
1.45K
$538K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
587K+ 174.04% |
$181M - $225M
|
924K
$342M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
178K+ 17.31% |
$54.9M - $68.2M
|
1.21M
$447M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-8.91K- 16.98% |
$2.75M - $3.42M
|
43.6K
$16.1M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
44+ 1.56% |
$13.6K - $16.9K
|
2.87K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
101+ 2.6% |
$31.2K - $38.7K
|
3.98K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Symmetry Investments LP
|
BUY
|
- |
7.5KNew |
$2.32M - $2.87M
|
7.5K
$2.78M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
17+ 1.23% |
$5.25K - $6.52K
|
1.4K
$517K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.43K- 28.77% |
$750K - $931K
|
6.01K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-64.9K- 80.92% |
$20M - $24.9M
|
15.3K
$5.67M
|
|
|
May 15, 2025
Q1 2025
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
20KNew |
$6.18M - $7.67M
|
20K
$7.41M
|
|
|
May 15, 2025
Q1 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-12.7K- 29.56% |
$3.93M - $4.87M
|
30.3K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
35+ 2.01% |
$10.8K - $13.4K
|
1.77K
$657K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
305+ 0.27% |
$94.2K - $117K
|
114K
$42.1M
|
|
|
May 15, 2025
Q1 2025
|
Bamco Inc
New York, NY |
BUY
|
- |
45.5K+ 38.05% |
$14.1M - $17.5M
|
165K
$61.2M
|
|
|
May 15, 2025
Q1 2025
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
12.5KNew |
$3.86M - $4.79M
|
12.5K
$4.63M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.77K+ 3.39% |
$1.78M - $2.21M
|
176K
$65.2M
|
|
|
May 15, 2025
Q1 2025
|
Samlyn Capital, LLC
New York, NY |
SELL
|
- |
-172K- 10.92% |
$53.1M - $65.9M
|
1.4M
$519M
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-1.08K- 24.82% |
$333K - $413K
|
3.27K
$1.21M
|