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 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
81+ 9.26% |
$25K - $31K
|
956
$354K
|
|
|
May 13, 2025
Q1 2025
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
7KNew |
$2.16M - $2.68M
|
7K
$2.59M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-46.5K- 5.13% |
$14.4M - $17.8M
|
860K
$319M
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
SELL
|
- |
-1.29K- 23.03% |
$399K - $496K
|
4.32K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
80New |
$24.7K - $30.7K
|
80
$29.6K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
24.2K+ 12.99% |
$7.47M - $9.27M
|
210K
$77.9M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
CALL |
500New |
$154K - $192K
|
500
$185K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-199- 18.49% |
$61.5K - $76.3K
|
877
$325K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
26.2K+ 5.34% |
$8.1M - $10M
|
517K
$192M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
20+ 10.1% |
$6.18K - $7.67K
|
218
$80.8K
|
|
|
May 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
3.01K+ 26.15% |
$930K - $1.15M
|
14.5K
$5.38M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
829+ 12.24% |
$256K - $318K
|
7.6K
$2.82M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22K+ 13.29% |
$6.78M - $8.42M
|
187K
$69.4M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
5KNew |
$1.54M - $1.92M
|
5K
$1.85M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
50+ 9.9% |
$15.4K - $19.2K
|
555
$206K
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.86K+ 330.17% |
$882K - $1.09M
|
3.72K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
SELL
|
- |
-1.92K- 5.25% |
$594K - $737K
|
34.7K
$12.9M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
5.18KNew |
$1.6M - $1.99M
|
5.18K
$1.92M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
80New |
$24.7K - $30.7K
|
80
$29.6K
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
3.62K+ 6.63% |
$1.12M - $1.39M
|
58.3K
$21.6M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
17.7K+ 61.24% |
$5.47M - $6.79M
|
46.7K
$17.3M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.19K+ 14.08% |
$675K - $838K
|
17.7K
$6.56M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
753New |
$233K - $289K
|
753
$279K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
22K+ 1505.95% |
$6.8M - $8.44M
|
23.5K
$8.7M
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-500- 3.23% |
$154K - $192K
|
15K
$5.56M
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
5+ 2.99% |
$1.54K - $1.92K
|
172
$63.7K
|
|
|
May 12, 2025
Q1 2025
|
Donoghue Forlines LLC
|
BUY
|
- |
591+ 9.14% |
$183K - $227K
|
7.05K
$2.61M
|
|
|
May 12, 2025
Q1 2025
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
76.5KNew |
$23.6M - $29.3M
|
76.5K
$28.3M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
120+ 13.56% |
$37.1K - $46K
|
1.01K
$372K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
106K+ 8.81% |
$32.6M - $40.5M
|
1.3M
$483M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1New |
$309 - $383
|
1
$370
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
64+ 66.67% |
$19.8K - $24.5K
|
160
$59.3K
|
|
|
May 12, 2025
Q1 2025
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-13.8K- 71.77% |
$4.27M - $5.3M
|
5.44K
$2.01M
|
|
|
May 12, 2025
Q1 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
4.98KNew |
$1.54M - $1.91M
|
4.98K
$1.84M
|
|
|
May 12, 2025
Q1 2025
|
Ovata Capital Management LTD
|
BUY
|
- |
10KNew |
$3.09M - $3.83M
|
10K
$3.7M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.14K+ 5.36% |
$353K - $439K
|
22.5K
$8.33M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-25- 3.09% |
$7.72K - $9.58K
|
785
$291K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-26- 3.4% |
$8.03K - $9.97K
|
739
$274K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.26K+ 41.32% |
$1.93M - $2.4M
|
21.4K
$7.93M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2New |
$618 - $767
|
2
$741
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
681New |
$210K - $261K
|
681
$252K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-5- 2.78% |
$1.54K - $1.92K
|
175
$64.8K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
375New |
$116K - $144K
|
375
$139K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
260+ 7.51% |
$80.3K - $99.7K
|
3.72K
$1.38M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.39K+ 0.55% |
$738K - $915K
|
437K
$162M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
15+ 62.5% |
$4.63K - $5.75K
|
39
$14.4K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
20+ 0.29% |
$6.18K - $7.67K
|
6.86K
$2.54M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
526+ 0.52% |
$162K - $202K
|
101K
$37.5M
|
|
|
May 12, 2025
Q1 2025
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-63.7K- 34.05% |
$19.7M - $24.4M
|
123K
$45.7M
|
|
|
May 12, 2025
Q1 2025
|
Burkehill Global Management, LP
New York, NY |
BUY
|
- |
85KNew |
$26.3M - $32.6M
|
85K
$31.5M
|