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
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-133K- 82.63% |
$41M - $50.9M
|
27.9K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.04K+ 8.27% |
$322K - $400K
|
13.7K
$5.06M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-470K- 99.64% |
$145M - $180M
|
1.71K
$634K
|
|
|
May 15, 2025
Q1 2025
|
Junto Capital Management LP
New York, NY |
SELL
|
- |
-8.62K- 2.12% |
$2.66M - $3.31M
|
397K
$147M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
48.1K+ 2526.21% |
$14.9M - $18.4M
|
50K
$18.5M
|
|
|
May 15, 2025
Q1 2025
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-2.02K- 6.32% |
$625K - $776K
|
30K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Interval Partners, LP
New York, NY |
BUY
|
CALL |
16KNew |
$4.94M - $6.13M
|
16K
$5.93M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.61K+ 4.86% |
$498K - $618K
|
34.7K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
29New |
$8.96K - $11.1K
|
29
$10.7K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-29- 2.46% |
$8.96K - $11.1K
|
1.15K
$426K
|
|
|
May 15, 2025
Q1 2025
|
Blackstone Inc
New York, NY |
BUY
|
- |
70KNew |
$21.6M - $26.8M
|
70K
$25.9M
|
|
|
May 15, 2025
Q1 2025
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
31KNew |
$9.57M - $11.9M
|
31K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-16.2K- 32.22% |
$5M - $6.21M
|
34.1K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.41K+ 18.6% |
$436K - $540K
|
8.99K
$3.33M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-569- 27.36% |
$176K - $218K
|
1.51K
$560K
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.49K+ 15.22% |
$460K - $570K
|
11.3K
$4.17M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
16+ 1.62% |
$4.94K - $6.13K
|
1K
$372K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-119- 4.06% |
$36.8K - $45.6K
|
2.82K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
125KNew |
$38.6M - $47.9M
|
125K
$46.3M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.42K+ 8.05% |
$2.6M - $3.23M
|
113K
$41.8M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-5.21K- 43.7% |
$1.61M - $2M
|
6.72K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-188K- 45.18% |
$58.1M - $72.2M
|
228K
$84.6M
|
|
|
May 15, 2025
Q1 2025
|
Future Fund LLC
Chicago, IL |
SELL
|
- |
-539- 10.39% |
$166K - $207K
|
4.65K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
135KNew |
$41.8M - $51.9M
|
135K
$50.2M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.7K+ 992.47% |
$2.69M - $3.34M
|
9.58K
$3.55M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
17.7K+ 276.56% |
$5.47M - $6.78M
|
24.1K
$8.93M
|
|
|
May 15, 2025
Q1 2025
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
10KNew |
$3.09M - $3.83M
|
10K
$3.7M
|
|
|
May 15, 2025
Q1 2025
|
Point72 Europe (London) LLP
London, X0 |
SELL
|
- |
-11K- 35.49% |
$3.4M - $4.22M
|
20K
$7.41M
|
|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
PUT |
-10.5K- 59.66% |
$3.24M - $4.02M
|
7.1K
$2.63M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-6.38K- 3.45% |
$1.97M - $2.44M
|
178K
$66M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
CALL |
1.9KNew |
$587K - $728K
|
1.9K
$704K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
15K+ 34.76% |
$4.63M - $5.74M
|
58.1K
$21.5M
|
|
|
May 15, 2025
Q1 2025
|
Daniel Loeb
Third Point LLC | New York, Ny
|
SELL
|
- |
-30K- 4.58% |
$9.27M - $11.5M
|
625K
$232M
|
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
SELL
|
- |
-27.3K- 19.81% |
$8.42M - $10.4M
|
110K
$40.9M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
643K+ 550.55% |
$198M - $246M
|
759K
$281M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
SELL
|
- |
-46.4K- 31.91% |
$14.3M - $17.8M
|
99K
$36.7M
|
|
|
May 15, 2025
Q1 2025
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-7.42K- 19.4% |
$2.29M - $2.84M
|
30.8K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-32- 0.91% |
$9.88K - $12.3K
|
3.47K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-12.6K- 70.17% |
$3.88M - $4.82M
|
5.34K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-40.2K- 34.21% |
$12.4M - $15.4M
|
77.3K
$28.6M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.4K+ 33.07% |
$433K - $537K
|
5.64K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Darlington Partners Capital Management, LP
Greenbrae, CA |
BUY
|
- |
32.4K+ 3.45% |
$10M - $12.4M
|
971K
$360M
|
|
|
May 15, 2025
Q1 2025
|
Eminence Capital, LP
New York, NY |
SELL
|
- |
-35.5K- 6.36% |
$11M - $13.6M
|
523K
$194M
|
|
|
May 15, 2025
Q1 2025
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
102K+ 43.66% |
$31.4M - $39M
|
335K
$124M
|
|
|
May 15, 2025
Q1 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
886+ 42.99% |
$274K - $340K
|
2.95K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Stephen Mandel
Lone Pine Capital LLC | Greenwich, Ct
|
SELL
|
- |
-159K- 8.26% |
$49M - $60.8M
|
1.76M
$654M
|
|
|
May 15, 2025
Q1 2025
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
12.5K+ 140.65% |
$3.86M - $4.79M
|
21.4K
$7.92M
|
|
|
May 15, 2025
Q1 2025
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-267K- 45.42% |
$82.5M - $102M
|
321K
$119M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
PUT |
-3.7K- 19.47% |
$1.14M - $1.42M
|
15.3K
$5.67M
|
|
|
May 15, 2025
Q1 2025
|
Palestra Capital Management LLC
New York, NY |
BUY
|
- |
70.9K+ 21.6% |
$21.9M - $27.2M
|
399K
$148M
|