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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Stamina Capital Management LP
New York, NY |
BUY
|
- |
11.3K+ 47.58% |
$1.95M - $2.64M
|
35.1K
$13M
|
|
|
Nov 14, 2022
Q3 2022
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
9.06KNew |
$1.56M - $2.11M
|
9.06K
$3.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
3.82KNew |
$659K - $891K
|
3.82K
$1.42M
|
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
BUY
|
- |
2.73KNew |
$472K - $638K
|
2.73K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2.51K+ 1.24% |
$433K - $586K
|
206K
$76.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Asset Management CO
|
BUY
|
- |
1.6K+ 11.35% |
$276K - $373K
|
15.7K
$5.81M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.54K+ 49.58% |
$266K - $359K
|
4.65K
$1.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
1.49KNew |
$258K - $348K
|
1.49K
$553K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
1.18K+ 42.85% |
$204K - $276K
|
3.94K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.07K+ 44.18% |
$185K - $250K
|
3.49K
$1.29M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
1.06KNew |
$182K - $246K
|
1.06K
$391K
|
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
993New |
$171K - $232K
|
993
$368K
|
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
930New |
$160K - $217K
|
930
$345K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
649+ 40.16% |
$112K - $151K
|
2.27K
$839K
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
605+ 7.68% |
$104K - $141K
|
8.49K
$3.14M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
530New |
$91.4K - $124K
|
530
$196K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
500New |
$86.3K - $117K
|
500
$185K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
300New |
$51.8K - $70K
|
300
$111K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
165+ 90.66% |
$28.5K - $38.5K
|
347
$129K
|
|
|
Nov 03, 2022
Q3 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
97+ 8.81% |
$16.7K - $22.6K
|
1.2K
$444K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
57New |
$9.83K - $13.3K
|
57
$21.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
32New |
$5.52K - $7.46K
|
32
$11.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
28New |
$4.83K - $6.53K
|
28
$10.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
20+ 1.06% |
$3.45K - $4.66K
|
1.9K
$704K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
19New |
$3.28K - $4.43K
|
19
$7.04K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
12New |
$2.07K - $2.8K
|
12
$4.45K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9New |
$1.55K - $2.1K
|
9
$3.33K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
8New |
$1.38K - $1.87K
|
8
$2.96K
|
|
|
Nov 04, 2022
Q3 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.27% |
$863 - $1.17K
|
1.89K
$700K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
114KNew |
$19.1M - $24.9M
|
114K
$42.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
40KNew |
$6.7M - $8.74M
|
40K
$14.8M
|
|
|
Aug 03, 2022
Q2 2022
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
34.8KNew |
$5.83M - $7.61M
|
34.8K
$12.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
15K+ 3.75% |
$2.51M - $3.28M
|
415K
$154M
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
3.94KNew |
$659K - $860K
|
3.94K
$1.46M
|
|
|
Aug 15, 2022
Q2 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
3.5KNew |
$586K - $765K
|
3.5K
$1.3M
|
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.62KNew |
$439K - $573K
|
2.62K
$972K
|
|
|
Jul 08, 2022
Q2 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
1.83KNew |
$306K - $400K
|
1.83K
$678K
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
1.59KNew |
$266K - $347K
|
1.59K
$589K
|
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
700+ 26.92% |
$117K - $153K
|
3.3K
$1.22M
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
302+ 17.71% |
$50.6K - $66K
|
2.01K
$744K
|
|
|
Aug 08, 2022
Q2 2022
|
Rock Creek Group, LP
|
BUY
|
- |
286New |
$47.9K - $62.5K
|
286
$106K
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
186New |
$31.2K - $40.6K
|
186
$68.9K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
179New |
$30K - $39.1K
|
179
$66.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
24New |
$4.02K - $5.24K
|
24
$8.89K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
21New |
$3.52K - $4.59K
|
21
$7.78K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
12New |
$2.01K - $2.62K
|
12
$4.45K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
5.98KNew |
$859K - $1.14M
|
5.98K
$2.21M
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
103New |
$14.8K - $19.6K
|
103
$38.2K
|
|
| Q4 2021 | |||||||
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
25+ 86.21% |
$3.82K - $4.38K
|
54
$20K
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
19New |
$2.9K - $3.33K
|
19
$7.04K
|
|