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 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
26.2K+ 5.34% |
$8.1M - $10M
|
517K
$192M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
25.9K+ 4.46% |
$8M - $9.93M
|
608K
$225M
|
|
|
May 13, 2025
Q1 2025
|
Brooklands Fund Management LTD
London, X0 |
BUY
|
CALL |
25KNew |
$7.72M - $9.58M
|
25K
$9.26M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
24.2K+ 12.99% |
$7.47M - $9.27M
|
210K
$77.9M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
22K+ 1505.95% |
$6.8M - $8.44M
|
23.5K
$8.7M
|
|
|
Apr 30, 2025
Q1 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
22KNew |
$6.79M - $8.42M
|
22K
$8.14M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22K+ 13.29% |
$6.78M - $8.42M
|
187K
$69.4M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
21.9K+ 104.53% |
$6.76M - $8.38M
|
42.8K
$15.9M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
20.9K+ 0.78% |
$6.45M - $8M
|
2.68M
$993M
|
|
|
May 14, 2025
Q1 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
20.9K+ 505.91% |
$6.45M - $8M
|
25K
$9.26M
|
|
|
May 15, 2025
Q1 2025
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
20KNew |
$6.18M - $7.67M
|
20K
$7.41M
|
|
|
May 15, 2025
Q1 2025
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
19.9KNew |
$6.14M - $7.62M
|
19.9K
$7.37M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
18.3K+ 5.44% |
$5.64M - $7M
|
354K
$131M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
17.7K+ 61.24% |
$5.47M - $6.79M
|
46.7K
$17.3M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
17.7K+ 276.56% |
$5.47M - $6.78M
|
24.1K
$8.93M
|
|
|
May 08, 2025
Q1 2025
|
Lynwood Price Capital Management LP
Austin, TX |
BUY
|
- |
17K+ 47.89% |
$5.25M - $6.52M
|
52.5K
$19.5M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
16.6K+ 6.3% |
$5.12M - $6.36M
|
280K
$104M
|
|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
16.1K+ 80.55% |
$4.98M - $6.19M
|
36.2K
$13.4M
|
|
|
May 15, 2025
Q1 2025
|
Interval Partners, LP
New York, NY |
BUY
|
CALL |
16KNew |
$4.94M - $6.13M
|
16K
$5.93M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
15.8K+ 0.52% |
$4.89M - $6.07M
|
3.07M
$1.14B
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
15.3K+ 226.86% |
$4.72M - $5.85M
|
22K
$8.15M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
15.1K+ 35.88% |
$4.67M - $5.8M
|
57.3K
$21.2M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
15K+ 9.87% |
$4.64M - $5.76M
|
167K
$62M
|
|
|
May 15, 2025
Q1 2025
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
15K+ 50.0% |
$4.63M - $5.75M
|
45K
$16.7M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
15K+ 34.76% |
$4.63M - $5.74M
|
58.1K
$21.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
13.3K+ 6.94% |
$4.12M - $5.11M
|
205K
$76.1M
|
|
|
May 15, 2025
Q1 2025
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
12.5K+ 140.65% |
$3.86M - $4.79M
|
21.4K
$7.92M
|
|
|
May 15, 2025
Q1 2025
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
12.5KNew |
$3.86M - $4.79M
|
12.5K
$4.63M
|
|
|
May 15, 2025
Q1 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
12.5KNew |
$3.86M - $4.79M
|
12.5K
$4.63M
|
|
|
May 15, 2025
Q1 2025
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
12.5KNew |
$3.86M - $4.79M
|
12.5K
$4.63M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
12.4KNew |
$3.84M - $4.76M
|
12.4K
$4.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
12.2K+ 133.7% |
$3.77M - $4.68M
|
21.3K
$7.9M
|
|
|
May 14, 2025
Q1 2025
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
11.5K+ 23.54% |
$3.54M - $4.39M
|
60.1K
$22.3M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
11K+ 19.28% |
$3.41M - $4.23M
|
68.3K
$25.3M
|
|
|
May 13, 2025
Q1 2025
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
10.8KNew |
$3.35M - $4.16M
|
10.8K
$4.02M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
10.1K+ 3.53% |
$3.13M - $3.89M
|
297K
$110M
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
10.1KNew |
$3.12M - $3.87M
|
10.1K
$3.74M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
10.1KNew |
$3.11M - $3.86M
|
10.1K
$3.73M
|
|
|
May 15, 2025
Q1 2025
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
10KNew |
$3.09M - $3.83M
|
10K
$3.7M
|
|
|
May 12, 2025
Q1 2025
|
Ovata Capital Management LTD
|
BUY
|
- |
10KNew |
$3.09M - $3.83M
|
10K
$3.7M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
9.36KNew |
$2.89M - $3.59M
|
9.36K
$3.47M
|
|
|
May 14, 2025
Q1 2025
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
BUY
|
- |
9.31KNew |
$2.87M - $3.57M
|
9.31K
$3.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
9.24K+ 112.23% |
$2.85M - $3.54M
|
17.5K
$6.47M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
9.05K+ 0.54% |
$2.79M - $3.47M
|
1.68M
$622M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
8.94K+ 13.6% |
$2.76M - $3.43M
|
74.7K
$27.7M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.7K+ 992.47% |
$2.69M - $3.34M
|
9.58K
$3.55M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.42K+ 8.05% |
$2.6M - $3.23M
|
113K
$41.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
8.41K+ 37.59% |
$2.6M - $3.22M
|
30.8K
$11.4M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
8.4KNew |
$2.59M - $3.22M
|
8.4K
$3.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
7.79K+ 213.51% |
$2.41M - $2.99M
|
11.4K
$4.24M
|