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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
262K+ 223.98% |
$80.9M - $100M
|
379K
$140M
|
|
|
May 14, 2025
Q1 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
213K+ 478.11% |
$65.7M - $81.6M
|
257K
$95.3M
|
|
|
May 14, 2025
Q1 2025
|
Surgo Cap Partners LP
New York, NY |
BUY
|
- |
197K+ 27.8% |
$60.9M - $75.6M
|
906K
$336M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
186KNew |
$57.5M - $71.3M
|
186K
$68.9M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
178K+ 17.31% |
$54.9M - $68.2M
|
1.21M
$447M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
173K+ 34.33% |
$53.5M - $66.3M
|
677K
$251M
|
|
|
May 14, 2025
Q1 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
158K+ 243.49% |
$48.8M - $60.6M
|
223K
$82.6M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
156K+ 1552.27% |
$48.1M - $59.6M
|
166K
$61.4M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
154K+ 2.14% |
$47.6M - $59.1M
|
7.37M
$2.73B
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
147KNew |
$45.6M - $56.5M
|
147K
$54.6M
|
|
|
May 15, 2025
Q1 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
135KNew |
$41.8M - $51.9M
|
135K
$50.2M
|
|
|
May 15, 2025
Q1 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
128K+ 5227.39% |
$39.5M - $49M
|
130K
$48.3M
|
|
|
May 15, 2025
Q1 2025
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
125KNew |
$38.6M - $47.9M
|
125K
$46.3M
|
|
|
May 09, 2025
Q1 2025
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
124K+ 17.59% |
$38.4M - $47.6M
|
830K
$308M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
106K+ 8.81% |
$32.6M - $40.5M
|
1.3M
$483M
|
|
|
May 15, 2025
Q1 2025
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
102K+ 43.66% |
$31.4M - $39M
|
335K
$124M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
101K+ 6.89% |
$31.1M - $38.5M
|
1.56M
$578M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
99.2K+ 20.27% |
$30.6M - $38M
|
589K
$218M
|
|
|
May 14, 2025
Q1 2025
|
Ceredex Value Advisors LLC
|
BUY
|
- |
93.9KNew |
$29M - $36M
|
93.9K
$34.8M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
91.3K+ 18.09% |
$28.2M - $35M
|
596K
$221M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
85.2K+ 3385.41% |
$26.3M - $32.7M
|
87.7K
$32.5M
|
|
|
May 12, 2025
Q1 2025
|
Burkehill Global Management, LP
New York, NY |
BUY
|
- |
85KNew |
$26.3M - $32.6M
|
85K
$31.5M
|
|
|
May 12, 2025
Q1 2025
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
76.5KNew |
$23.6M - $29.3M
|
76.5K
$28.3M
|
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
74.4KNew |
$23M - $28.5M
|
74.4K
$27.6M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
72.5KNew |
$22.4M - $27.8M
|
72.5K
$26.9M
|
|
|
May 15, 2025
Q1 2025
|
Palestra Capital Management LLC
New York, NY |
BUY
|
- |
70.9K+ 21.6% |
$21.9M - $27.2M
|
399K
$148M
|
|
|
May 15, 2025
Q1 2025
|
Blackstone Inc
New York, NY |
BUY
|
- |
70KNew |
$21.6M - $26.8M
|
70K
$25.9M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
66.6K+ 35.84% |
$20.6M - $25.5M
|
253K
$93.6M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
61.6K+ 334.89% |
$19M - $23.6M
|
80K
$29.7M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
56.6K+ 1013.38% |
$17.5M - $21.7M
|
62.1K
$23M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
53.8KNew |
$16.6M - $20.6M
|
53.8K
$19.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
50.6K+ 15.14% |
$15.6M - $19.4M
|
384K
$142M
|
|
|
May 13, 2025
Q1 2025
|
Seven Grand Managers, LLC
Bronxville, NY |
BUY
|
- |
50KNew |
$15.4M - $19.2M
|
50K
$18.5M
|
|
|
May 09, 2025
Q1 2025
|
Pamalican Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
50KNew |
$15.4M - $19.2M
|
50K
$18.5M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
48.1K+ 2526.21% |
$14.9M - $18.4M
|
50K
$18.5M
|
|
|
May 15, 2025
Q1 2025
|
Bamco Inc
New York, NY |
BUY
|
- |
45.5K+ 38.05% |
$14.1M - $17.5M
|
165K
$61.2M
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
43.6K+ 232.52% |
$13.5M - $16.7M
|
62.3K
$23.1M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
38.1K+ 646.69% |
$11.8M - $14.6M
|
44K
$16.3M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
37.5K+ 77.48% |
$11.6M - $14.4M
|
85.9K
$31.8M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
35.9K+ 561.6% |
$11.1M - $13.8M
|
42.3K
$15.7M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
35.5KNew |
$11M - $13.6M
|
35.5K
$13.2M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
33.9K+ 27.03% |
$10.5M - $13M
|
159K
$59.1M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
32.4K+ 810.0% |
$10M - $12.4M
|
36.4K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Darlington Partners Capital Management, LP
Greenbrae, CA |
BUY
|
- |
32.4K+ 3.45% |
$10M - $12.4M
|
971K
$360M
|
|
|
Apr 24, 2025
Q1 2025
|
Artemis Investment Management LLP
|
BUY
|
- |
32K+ 38.73% |
$9.9M - $12.3M
|
115K
$42.5M
|
|
|
May 15, 2025
Q1 2025
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
31KNew |
$9.57M - $11.9M
|
31K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
30.6K+ 400.42% |
$9.45M - $11.7M
|
38.2K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
29.1KNew |
$8.98M - $11.1M
|
29.1K
$10.8M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
28.8KNew |
$8.9M - $11M
|
28.8K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Azora Capital LP
Miami, FL |
BUY
|
- |
26.2K+ 6.31% |
$8.11M - $10.1M
|
442K
$164M
|