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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
23+ 176.92% |
$5.9K - $6.64K
|
36
$13.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
15+ 4.49% |
$3.85K - $4.33K
|
349
$129K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
12+ 9.52% |
$3.08K - $3.47K
|
138
$51.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
12New |
$3.08K - $3.47K
|
12
$4.45K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
11New |
$2.82K - $3.18K
|
11
$4.08K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8New |
$2.05K - $2.31K
|
8
$2.96K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
8New |
$2.05K - $2.31K
|
8
$2.96K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
5+ 18.52% |
$1.28K - $1.44K
|
32
$11.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4New |
$1.03K - $1.16K
|
4
$1.48K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3New |
$769 - $866
|
3
$1.11K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2+ 100.0% |
$513 - $578
|
4
$1.48K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1New |
$256 - $289
|
1
$370
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 2.78% |
$256 - $289
|
37
$13.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1+ 0.01% |
$256 - $289
|
10.8K
$3.98M
|
|
| Q1 2024 | |||||||
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
919KNew |
$212M - $252M
|
919K
$341M
|
|
|
May 07, 2024
Q1 2024
|
12 West Capital Management LP
New York, NY |
BUY
|
- |
30.3KNew |
$6.99M - $8.3M
|
30.3K
$11.2M
|
|
|
May 09, 2024
Q1 2024
|
Parnassus Investments, LLC
|
BUY
|
- |
25.2K+ 79.62% |
$5.81M - $6.9M
|
56.8K
$21.1M
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
21.2KNew |
$4.89M - $5.8M
|
21.2K
$7.85M
|
|
|
May 08, 2024
Q1 2024
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
- |
12.9KNew |
$2.98M - $3.53M
|
12.9K
$4.78M
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
6.13KNew |
$1.41M - $1.68M
|
6.13K
$2.27M
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
4.68K+ 25.71% |
$1.08M - $1.28M
|
22.9K
$8.47M
|
|
|
May 10, 2024
Q1 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
4.5K+ 105.63% |
$1.04M - $1.23M
|
8.76K
$3.25M
|
|
|
May 09, 2024
Q1 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
3.22KNew |
$743K - $882K
|
3.22K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.15KNew |
$728K - $863K
|
3.15K
$1.17M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2.86KNew |
$660K - $783K
|
2.86K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.09KNew |
$482K - $571K
|
2.09K
$773K
|
|
|
May 14, 2024
Q1 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.9KNew |
$438K - $520K
|
1.9K
$704K
|
|
|
May 15, 2024
Q1 2024
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
1.87KNew |
$432K - $512K
|
1.87K
$693K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.67KNew |
$386K - $458K
|
1.67K
$620K
|
|
|
May 08, 2024
Q1 2024
|
Schwab Charitable Fund
|
BUY
|
- |
1KNew |
$231K - $274K
|
1K
$370K
|
|
|
May 15, 2024
Q1 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
989New |
$228K - $271K
|
989
$366K
|
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
985New |
$227K - $270K
|
985
$365K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
838+ 11.18% |
$193K - $229K
|
8.34K
$3.09M
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
770New |
$178K - $211K
|
770
$285K
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
751New |
$173K - $206K
|
751
$278K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
526+ 27.32% |
$121K - $144K
|
2.45K
$908K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
324+ 64.8% |
$74.8K - $88.7K
|
824
$305K
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
166+ 2.9% |
$38.3K - $45.4K
|
5.9K
$2.19M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
157+ 11.17% |
$36.2K - $43K
|
1.56K
$579K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
138New |
$31.8K - $37.8K
|
138
$51.1K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
92New |
$21.2K - $25.2K
|
92
$34.1K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
37New |
$8.54K - $10.1K
|
37
$13.7K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
24New |
$5.54K - $6.57K
|
24
$8.89K
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
15+ 0.33% |
$3.46K - $4.11K
|
4.6K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
14+ 10.69% |
$3.23K - $3.83K
|
145
$53.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
7+ 15.56% |
$1.62K - $1.92K
|
52
$19.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
7New |
$1.62K - $1.92K
|
7
$2.59K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5New |
$1.15K - $1.37K
|
5
$1.85K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
4New |
$923 - $1.1K
|
4
$1.48K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
4New |
$923 - $1.1K
|
4
$1.48K
|
|