Latest Institutional Purchases of Lpl Financial Holdings Inc. (LPLA)

LPLA Quotes by TradingView

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
May 09, 2025 Q1 2025
Potentia Wealth

San Jose, CA
BUY
 -
1
+ 0.06%
$309 - $383
1.58K $585K
May 06, 2025 Q1 2025
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
1
New
$309 - $383
1 $370
May 05, 2025 Q1 2025
Riverpoint Wealth Management Holdings, LLC

BUY
 -
1
+ 0.06%
$309 - $383
1.54K $571K
May 02, 2025 Q1 2025
Forum Financial Management, LP

Lombard, IL
BUY
 -
1
+ 0.1%
$309 - $383
1.01K $375K
Apr 30, 2025 Q1 2025
Bridges Investment Management Inc

BUY
 -
1
+ 0.08%
$309 - $383
1.19K $439K
Apr 28, 2025 Q1 2025
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
1
New
$309 - $383
1 $370
Apr 16, 2025 Q1 2025
Ritholtz Wealth Management

BUY
 -
1
+ 0.04%
$309 - $383
2.48K $917K
Apr 09, 2025 Q1 2025
American National Bank

BUY
 -
1
New
$309 - $383
1 $370
May 14, 2025 Q1 2025
Erste Asset Management Gmb H

Vienna, C4
BUY
 -
0
New
$0 - $0
0 $0
May 09, 2025 Q1 2025
Ogorek Anthony Joseph

BUY
 -
0
New
$0 - $0
0 $0
Q4 2024
Feb 14, 2025 Q4 2024
Solel Partners LP

Boston, MA
BUY
 -
87K
New
$20M - $29.2M
87K $32.2M
Feb 05, 2025 Q4 2024
Proficio Capital Partners LLC

Newton, MA
BUY
 -
84.3K
New
$19.4M - $28.3M
84.3K $31.2M
Feb 14, 2025 Q4 2024
Castle Hook Partners LP

New York, NY
BUY
 -
76.1K
New
$17.5M - $25.6M
76.1K $28.2M
Feb 12, 2025 Q4 2024
Exodus Point Capital Management, LP

New York, NY
BUY
 -
70.9K
+ 109.92%
$16.3M - $23.8M
135K $50.2M
Feb 14, 2025 Q4 2024
Rivermont Capital Management LP

New York, NY
BUY
 -
60.1K
New
$13.8M - $20.2M
60.1K $22.3M
Feb 14, 2025 Q4 2024
Susquehanna Fundamental Investments, LLC

Bala Cynwyd, PA
BUY
 -
37.6K
+ 101.22%
$8.64M - $12.6M
74.7K $27.7M
Jan 23, 2025 Q4 2024
Swedbank Ab

Stockholm, V7
BUY
 -
22.5K
New
$5.17M - $7.55M
22.5K $8.33M
Feb 14, 2025 Q4 2024
Pine Bridge Investments, L.P.

BUY
 -
21.5K
New
$4.93M - $7.21M
21.5K $7.95M
Feb 14, 2025 Q4 2024
Hrt Financial LP

New York, NY
BUY
 -
20.8K
New
$4.78M - $6.99M
20.8K $7.71M
Jun 30, 2025 Q4 2024
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
16.3K
+ 10.26%
$3.74M - $5.47M
175K $64.9M
Jan 31, 2025 Q4 2024
Pinnbrook Capital Management LP

BUY
 -
15.3K
New
$3.51M - $5.13M
15.3K $5.66M
Feb 11, 2025 Q4 2024
Police & Firemen'S Retirement System Of New Jersey

Trenton, NJ
BUY
 -
10.8K
New
$2.49M - $3.63M
10.8K $4.01M
Feb 14, 2025 Q4 2024
Parallax Volatility Advisers, L.P.

San Francisco, CA
BUY
 CALL
10.7K
New
$2.46M - $3.59M
10.7K $3.96M
Feb 14, 2025 Q4 2024
Castlekeep Investment Advisors LLC

Westport, CT
BUY
 -
10.4K
New
$2.4M - $3.51M
10.4K $3.87M
Jan 29, 2025 Q4 2024
Genus Capital Management Inc.

Vancouver, A1
BUY
 PUT
9.86K
New
$2.27M - $3.31M
9.86K $3.65M
Feb 14, 2025 Q4 2024
Fj Capital Management LLC

Mclean, VA
BUY
 -
8.95K
New
$2.06M - $3.01M
8.95K $3.31M
Feb 13, 2025 Q4 2024
Stenger Family Office, LLC

Naperville, IL
BUY
 -
5.63K
New
$1.29M - $1.89M
5.63K $2.08M
Feb 14, 2025 Q4 2024
Scientech Research LLC

Jersey City, NJ
BUY
 -
3.7K
New
$850K - $1.24M
3.7K $1.37M
Feb 13, 2025 Q4 2024
Belpointe Asset Management LLC

BUY
 -
3.69K
New
$848K - $1.24M
3.69K $1.37M
Feb 13, 2025 Q4 2024
Chiron Investment Management, LLC

New York, NY
BUY
 -
3.69K
New
$847K - $1.24M
3.69K $1.37M
Feb 14, 2025 Q4 2024
Fieldview Capital Management, LLC

Niles, MI
BUY
 -
3.53K
New
$812K - $1.19M
3.53K $1.31M
Feb 14, 2025 Q4 2024
Twinbeech Capital LP

Purchase, NY
BUY
 -
3.37K
+ 26.18%
$773K - $1.13M
16.2K $6.01M
May 29, 2025 Q4 2024
Generali Asset Management Spa Sgr

Trieste, L6
BUY
 -
3.16K
New
$726K - $1.06M
3.16K $1.17M
Feb 13, 2025 Q4 2024
Crestline Management, LP

Fort Worth, TX
BUY
 -
3.12K
+ 18.7%
$716K - $1.05M
19.8K $7.33M
Feb 13, 2025 Q4 2024
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
2.72K
New
$626K - $914K
2.72K $1.01M
Feb 04, 2025 Q4 2024
Oppenheimer & CO Inc

New York, NY
BUY
 -
1.65K
New
$380K - $555K
1.65K $612K
Feb 13, 2025 Q4 2024
Farringdon Capital, Ltd.

London, X0
BUY
 -
1.57K
New
$361K - $528K
1.57K $582K
Jan 31, 2025 Q4 2024
Prossimo Advisors, LLC

San Luis Obispo, CA
BUY
 -
1.55K
+ 69.35%
$356K - $521K
3.79K $1.4M
Feb 12, 2025 Q4 2024
Spahn Wealth & Retirement LLC

Scottsdale, AZ
BUY
 -
1.4K
New
$322K - $470K
1.4K $519K
Jan 28, 2025 Q4 2024
Entropy Technologies, LP

New York, NY
BUY
 -
1.29K
New
$297K - $434K
1.29K $479K
Feb 04, 2025 Q4 2024
Impact Investors, Inc

San Francisco, CA
BUY
 -
1.21K
New
$277K - $405K
1.21K $446K
Feb 14, 2025 Q4 2024
Summit Investment Advisors, Inc.

Hunt Valley, MD
BUY
 -
1.15K
New
$264K - $385K
1.15K $425K
Mar 18, 2025 Q4 2024
111 Capital

Paris, I0
BUY
 -
1.1K
New
$252K - $368K
1.1K $406K
Jan 13, 2025 Q4 2024
Oak Thistle LLC

BUY
 -
1.09K
+ 121.96%
$251K - $367K
1.99K $738K
Feb 18, 2025 Q4 2024
Vise Technologies, Inc.

New York, NY
BUY
 -
1.05K
New
$241K - $352K
1.05K $388K
Feb 13, 2025 Q4 2024
Mig Capital, LLC

Newport Beach, CA
BUY
 -
1.03K
New
$236K - $345K
1.03K $380K
Feb 14, 2025 Q4 2024
De Burlo Group Inc

Boston, MA
BUY
 -
1K
New
$230K - $336K
1K $370K
Feb 12, 2025 Q4 2024
Venture Visionary Partners LLC

BUY
 -
942
New
$217K - $316K
942 $349K
Feb 13, 2025 Q4 2024
Rmb Capital Management, LLC

BUY
 -
801
New
$184K - $269K
801 $297K

Track Institutional and Insider Activities on LPLA

Follow LPL Financial Holdings Inc. and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells LPLA shares.

Notify only if

Insider Trading

Get notified when an Lpl Financial Holdings Inc. insider buys or sells LPLA shares.

Notify only if

News

Receive news related to LPL Financial Holdings Inc.

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on LPLA