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
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
1.18K+ 6.53% |
$365K - $453K
|
19.3K
$7.15M
|
|
|
May 15, 2025
Q1 2025
|
Southpoint Capital Advisors LP
New York, NY |
SELL
|
- |
-200K- 33.33% |
$61.8M - $76.7M
|
400K
$148M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-52.9K- 92.06% |
$16.3M - $20.3M
|
4.56K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
128K+ 5227.39% |
$39.5M - $49M
|
130K
$48.3M
|
|
|
May 15, 2025
Q1 2025
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
19.9KNew |
$6.14M - $7.62M
|
19.9K
$7.37M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
349+ 14.78% |
$108K - $134K
|
2.71K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
6.61KNew |
$2.04M - $2.54M
|
6.61K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
6.1K+ 87.59% |
$1.88M - $2.34M
|
13.1K
$4.84M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-14- 1.63% |
$4.32K - $5.37K
|
843
$312K
|
|
|
May 14, 2025
Q1 2025
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
11.5K+ 23.54% |
$3.54M - $4.39M
|
60.1K
$22.3M
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
SELL
|
- |
-65- 1.11% |
$20.1K - $24.9K
|
5.79K
$2.14M
|
|
|
May 14, 2025
Q1 2025
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-28.1K- 6.73% |
$8.69M - $10.8M
|
390K
$144M
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
43.6K+ 232.52% |
$13.5M - $16.7M
|
62.3K
$23.1M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-51.2K- 45.99% |
$15.8M - $19.6M
|
60.1K
$22.3M
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.72K+ 2.17% |
$1.15M - $1.43M
|
175K
$65M
|
|
|
May 14, 2025
Q1 2025
|
Candriam S.C.A.
|
SELL
|
- |
-1- 0.02% |
$309 - $383
|
6.34K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
2.25KNew |
$696K - $864K
|
2.25K
$835K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-21- 13.46% |
$6.49K - $8.05K
|
135
$50K
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
16.6K+ 6.3% |
$5.12M - $6.36M
|
280K
$104M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
164+ 241.18% |
$50.7K - $62.9K
|
232
$86K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
143+ 1.14% |
$44.2K - $54.8K
|
12.7K
$4.71M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.07K- 21.08% |
$330K - $410K
|
4K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
12.4KNew |
$3.84M - $4.76M
|
12.4K
$4.61M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
66.6K+ 35.84% |
$20.6M - $25.5M
|
253K
$93.6M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
1.36K+ 61.57% |
$419K - $520K
|
3.56K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-184- 1.64% |
$56.8K - $70.5K
|
11K
$4.09M
|
|
|
May 14, 2025
Q1 2025
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-7.54K- 18.6% |
$2.33M - $2.89M
|
33K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
674KNew |
$208M - $258M
|
674K
$250M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-39.3K- 10.38% |
$12.1M - $15M
|
339K
$126M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.35K+ 64.25% |
$726K - $900K
|
6.01K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
158K+ 243.49% |
$48.8M - $60.6M
|
223K
$82.6M
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
4+ 0.03% |
$1.24K - $1.53K
|
14.3K
$5.3M
|
|
|
May 14, 2025
Q1 2025
|
Bullseye Asset Management LLC
Denver, CO |
SELL
|
- |
-9K- 42.36% |
$2.78M - $3.45M
|
12.2K
$4.54M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.56K+ 13.05% |
$1.41M - $1.75M
|
39.5K
$14.6M
|
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
310+ 3.75% |
$95.7K - $119K
|
8.58K
$3.18M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
85.2K+ 3385.41% |
$26.3M - $32.7M
|
87.7K
$32.5M
|
|
|
May 14, 2025
Q1 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
213K+ 478.11% |
$65.7M - $81.6M
|
257K
$95.3M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-466- 0.9% |
$144K - $179K
|
51.5K
$19.1M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
37.5K+ 77.48% |
$11.6M - $14.4M
|
85.9K
$31.8M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
72.5KNew |
$22.4M - $27.8M
|
72.5K
$26.9M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-45- 11.66% |
$13.9K - $17.2K
|
341
$126K
|
|
|
May 14, 2025
Q1 2025
|
Siren, L.L.C.
New York, NY |
BUY
|
- |
7.5KNew |
$2.32M - $2.87M
|
7.5K
$2.78M
|
|
|
May 14, 2025
Q1 2025
|
Lts One Management LP
|
BUY
|
- |
500New |
$154K - $192K
|
500
$185K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
1.21K+ 47.8% |
$372K - $462K
|
3.73K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
33.9K+ 27.03% |
$10.5M - $13M
|
159K
$59.1M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.7K- 21.13% |
$524K - $650K
|
6.33K
$2.34M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.1K+ 16.04% |
$341K - $423K
|
7.99K
$2.96M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-10- 0.22% |
$3.09K - $3.83K
|
4.58K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.01KNew |
$312K - $387K
|
1.01K
$374K
|