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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$231 - $274
|
1
$370
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.22% |
$231 - $274
|
452
$167K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
18.8KNew |
$3.95M - $4.51M
|
18.8K
$6.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
17.2KNew |
$3.62M - $4.13M
|
17.2K
$6.38M
|
|
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
16.1K+ 4.68% |
$3.38M - $3.86M
|
360K
$133M
|
|
|
Feb 13, 2024
Q4 2023
|
Gcm Grosvenor Holdings, LLC
Chicago, IL |
BUY
|
- |
13K+ 12.35% |
$2.73M - $3.12M
|
118K
$43.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
9.63KNew |
$2.02M - $2.31M
|
9.63K
$3.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
6KNew |
$1.26M - $1.44M
|
6K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3.49KNew |
$732K - $837K
|
3.49K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.01KNew |
$631K - $721K
|
3.01K
$1.11M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.88KNew |
$604K - $690K
|
2.88K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
1.36KNew |
$285K - $325K
|
1.36K
$503K
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.22KNew |
$256K - $293K
|
1.22K
$452K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
1.11KNew |
$234K - $267K
|
1.11K
$413K
|
|
|
Feb 15, 2024
Q4 2023
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
1.11KNew |
$233K - $266K
|
1.11K
$411K
|
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.09KNew |
$229K - $262K
|
1.09K
$404K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
996New |
$209K - $239K
|
996
$369K
|
|
|
Feb 01, 2024
Q4 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
750+ 37.5% |
$157K - $180K
|
2.75K
$1.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
395+ 4.59% |
$82.9K - $94.7K
|
9K
$3.34M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
322New |
$67.6K - $77.2K
|
322
$119K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
154+ 41.62% |
$32.3K - $36.9K
|
524
$194K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
84New |
$17.6K - $20.1K
|
84
$31.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
52New |
$10.9K - $12.5K
|
52
$19.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
36New |
$7.56K - $8.63K
|
36
$13.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
21New |
$4.41K - $5.04K
|
21
$7.78K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
18New |
$3.78K - $4.32K
|
18
$6.67K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
17New |
$3.57K - $4.08K
|
17
$6.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
15New |
$3.15K - $3.6K
|
15
$5.56K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
6+ 1.36% |
$1.26K - $1.44K
|
446
$165K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
3New |
$630 - $719
|
3
$1.11K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
2+ 5.0% |
$420 - $480
|
42
$15.6K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
43.4KNew |
$9.49M - $10.8M
|
43.4K
$16.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
20KNew |
$4.37M - $4.95M
|
20K
$7.41M
|
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
13.6KNew |
$2.96M - $3.36M
|
13.6K
$5.03M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.56KNew |
$2.09M - $2.37M
|
9.56K
$3.54M
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
8.52KNew |
$1.86M - $2.11M
|
8.52K
$3.16M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.07KNew |
$234K - $266K
|
1.07K
$398K
|
|
|
Nov 14, 2023
Q3 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
865+ 34.99% |
$189K - $214K
|
3.34K
$1.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Foundry Partners, LLC
|
BUY
|
- |
848New |
$185K - $210K
|
848
$314K
|
|
|
Nov 14, 2023
Q3 2023
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
583+ 1.67% |
$127K - $144K
|
35.6K
$13.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
509+ 4.41% |
$111K - $126K
|
12K
$4.46M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
492+ 12.76% |
$107K - $122K
|
4.35K
$1.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
472New |
$103K - $117K
|
472
$175K
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
282New |
$61.6K - $69.8K
|
282
$104K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
231+ 770.0% |
$50.5K - $57.2K
|
261
$96.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
103New |
$22.5K - $25.5K
|
103
$38.2K
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
88New |
$19.2K - $21.8K
|
88
$32.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
79+ 7.81% |
$17.3K - $19.6K
|
1.09K
$404K
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
75+ 1.03% |
$16.4K - $18.6K
|
7.32K
$2.71M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
74+ 164.44% |
$16.2K - $18.3K
|
119
$44.1K
|
|