Latest Institutional Purchases of Lpl Financial Holdings Inc. (LPLA)
This list provides information on the latest institutional transactions involving Lpl Financial Holdings Inc. (LPLA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
2.18KNew |
$681K - $827K
|
2.18K
$809K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
596New |
$186K - $226K
|
596
$221K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
153+ 24.4% |
$47.8K - $58K
|
780
$289K
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
80+ 2.98% |
$25K - $30.3K
|
2.77K
$1.03M
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
74+ 5.46% |
$23.1K - $28K
|
1.43K
$530K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
44+ 1.53% |
$13.7K - $16.7K
|
2.92K
$1.08M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1+ 0.15% |
$312 - $379
|
679
$252K
|
|
| Q3 2025 | |||||||
|
Nov 13, 2025
Q3 2025
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
2.61M+ 15960.07% |
$869M - $1.04B
|
2.63M
$974M
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
966K+ 1103.96% |
$321M - $385M
|
1.05M
$390M
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
800K+ 32.76% |
$266M - $319M
|
3.24M
$1.2B
|
|
|
Nov 13, 2025
Q3 2025
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
628K+ 23.23% |
$209M - $250M
|
3.33M
$1.23B
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
384KNew |
$128M - $153M
|
384K
$142M
|
|
|
Nov 14, 2025
Q3 2025
|
Stephen Mandel
Lone Pine Capital LLC | Greenwich, Ct
|
BUY
|
- |
383K+ 20.48% |
$128M - $153M
|
2.26M
$836M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
373K+ 23.36% |
$124M - $149M
|
1.97M
$730M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
317K+ 3.97% |
$105M - $126M
|
8.3M
$3.08B
|
|
|
Oct 22, 2025
Q3 2025
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
267K+ 276.58% |
$88.8M - $106M
|
363K
$135M
|
|
|
Nov 12, 2025
Q3 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
260K+ 51.17% |
$86.4M - $104M
|
767K
$284M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
194K+ 5212.09% |
$64.6M - $77.4M
|
198K
$73.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
190KNew |
$63.2M - $75.8M
|
190K
$70.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
154K+ 222.24% |
$51.2M - $61.4M
|
223K
$82.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
131K+ 10.8% |
$43.7M - $52.4M
|
1.35M
$499M
|
|
|
Nov 14, 2025
Q3 2025
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
118K+ 50.83% |
$39.4M - $47.2M
|
351K
$130M
|
|
|
Nov 13, 2025
Q3 2025
|
Surgo Cap Partners LP
New York, NY |
BUY
|
- |
113K+ 12.81% |
$37.6M - $45M
|
994K
$368M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
106K+ 7.69% |
$35.2M - $42.2M
|
1.48M
$548M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
105K+ 45.45% |
$34.9M - $41.9M
|
336K
$125M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
101K+ 5.86% |
$33.7M - $40.4M
|
1.83M
$678M
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
100K+ 488.51% |
$33.3M - $40M
|
121K
$44.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
91.3K+ 177.34% |
$30.4M - $36.4M
|
143K
$52.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
88.3K+ 295.77% |
$29.4M - $35.2M
|
118K
$43.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
87K+ 77.71% |
$28.9M - $34.7M
|
199K
$73.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
69.5KNew |
$23.1M - $27.7M
|
69.5K
$25.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
66.3K+ 138.16% |
$22.1M - $26.5M
|
114K
$42.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
58K+ 257.93% |
$19.3M - $23.1M
|
80.5K
$29.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
55.6K+ 125.03% |
$18.5M - $22.2M
|
100K
$37.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
52.1K+ 22.34% |
$17.3M - $20.8M
|
286K
$106M
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
50.2K+ 6899.17% |
$16.7M - $20M
|
50.9K
$18.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Lts One Management LP
|
BUY
|
- |
50KNew |
$16.6M - $20M
|
50K
$18.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
BUY
|
- |
38.5K+ 5.89% |
$12.8M - $15.3M
|
692K
$256M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
37.2K+ 132.38% |
$12.4M - $14.8M
|
65.3K
$24.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
37K+ 24.47% |
$12.3M - $14.7M
|
188K
$69.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Eminence Capital, LP
New York, NY |
BUY
|
- |
36K+ 6.53% |
$12M - $14.4M
|
588K
$218M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.3K+ 63.83% |
$11.1M - $13.3M
|
85.5K
$31.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
30.4K+ 11.33% |
$10.1M - $12.1M
|
299K
$111M
|
|
|
Nov 13, 2025
Q3 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
28.8K+ 940.6% |
$9.59M - $11.5M
|
31.9K
$11.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Teca Partners, LP
Austin, TX |
BUY
|
- |
21.7K+ 81.09% |
$7.22M - $8.66M
|
48.5K
$18M
|
|
|
Nov 14, 2025
Q3 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
21.2K+ 174.6% |
$7.04M - $8.45M
|
33.3K
$12.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
21.1K+ 121.39% |
$7.01M - $8.41M
|
38.5K
$14.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
19.7K+ 0.64% |
$6.55M - $7.85M
|
3.1M
$1.15B
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
19.2K+ 84.66% |
$6.37M - $7.64M
|
41.8K
$15.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
18K+ 195.02% |
$5.98M - $7.17M
|
27.2K
$10.1M
|
|