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 15, 2025
Q1 2025
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
7.5KNew |
$2.32M - $2.87M
|
7.5K
$2.78M
|
|
|
May 15, 2025
Q1 2025
|
Symmetry Investments LP
|
BUY
|
- |
7.5KNew |
$2.32M - $2.87M
|
7.5K
$2.78M
|
|
|
May 14, 2025
Q1 2025
|
Siren, L.L.C.
New York, NY |
BUY
|
- |
7.5KNew |
$2.32M - $2.87M
|
7.5K
$2.78M
|
|
|
May 14, 2025
Q1 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
7.3KNew |
$2.25M - $2.8M
|
7.3K
$2.7M
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
7.15K+ 15.84% |
$2.21M - $2.74M
|
52.3K
$19.4M
|
|
|
May 06, 2025
Q1 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
7.11K+ 25.94% |
$2.2M - $2.73M
|
34.5K
$12.8M
|
|
|
May 13, 2025
Q1 2025
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
7KNew |
$2.16M - $2.68M
|
7K
$2.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
6.99KNew |
$2.16M - $2.68M
|
6.99K
$2.59M
|
|
|
May 02, 2025
Q1 2025
|
Tom Gayner
Markel Corp
|
BUY
|
- |
6.7K+ 1.26% |
$2.07M - $2.57M
|
539K
$200M
|
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
6.61KNew |
$2.04M - $2.54M
|
6.61K
$2.45M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.26K+ 41.32% |
$1.93M - $2.4M
|
21.4K
$7.93M
|
|
|
May 15, 2025
Q1 2025
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
6.1K+ 87.59% |
$1.88M - $2.34M
|
13.1K
$4.84M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.93K+ 454.68% |
$1.83M - $2.27M
|
7.23K
$2.68M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.77K+ 3.39% |
$1.78M - $2.21M
|
176K
$65.2M
|
|
|
May 14, 2025
Q1 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
5.28KNew |
$1.63M - $2.03M
|
5.28K
$1.96M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
5.18KNew |
$1.6M - $1.99M
|
5.18K
$1.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
5.08KNew |
$1.57M - $1.95M
|
5.08K
$1.88M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.03K+ 9.08% |
$1.55M - $1.93M
|
60.4K
$22.4M
|
|
|
May 15, 2025
Q1 2025
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
5KNew |
$1.54M - $1.92M
|
5K
$1.85M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
5KNew |
$1.54M - $1.92M
|
5K
$1.85M
|
|
|
May 12, 2025
Q1 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
4.98KNew |
$1.54M - $1.91M
|
4.98K
$1.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.83K+ 265.26% |
$1.49M - $1.85M
|
6.66K
$2.47M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.56K+ 13.05% |
$1.41M - $1.75M
|
39.5K
$14.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4.32K+ 198.3% |
$1.33M - $1.66M
|
6.5K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.22K+ 95.11% |
$1.3M - $1.62M
|
8.67K
$3.21M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.21K+ 26.62% |
$1.3M - $1.61M
|
20K
$7.41M
|
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
BUY
|
- |
4.16KNew |
$1.28M - $1.59M
|
4.16K
$1.54M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.75K+ 25.57% |
$1.16M - $1.44M
|
18.4K
$6.82M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.73K+ 29.01% |
$1.15M - $1.43M
|
16.6K
$6.15M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.72K+ 2.17% |
$1.15M - $1.43M
|
175K
$65M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
3.64KNew |
$1.13M - $1.4M
|
3.64K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
3.62K+ 6.63% |
$1.12M - $1.39M
|
58.3K
$21.6M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.19K+ 18.83% |
$984K - $1.22M
|
20.1K
$7.45M
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
3.18KNew |
$983K - $1.22M
|
3.18K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
3.03KNew |
$934K - $1.16M
|
3.03K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
3.01K+ 26.15% |
$930K - $1.15M
|
14.5K
$5.38M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.96K+ 2.56% |
$913K - $1.13M
|
118K
$43.8M
|
|
|
May 14, 2025
Q1 2025
|
Silvant Capital Management LLC
|
BUY
|
- |
2.96K+ 23.18% |
$913K - $1.13M
|
15.7K
$5.82M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.96KNew |
$913K - $1.13M
|
2.96K
$1.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
2.9KNew |
$896K - $1.11M
|
2.9K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
2.88KNew |
$888K - $1.1M
|
2.88K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.86K+ 330.17% |
$882K - $1.09M
|
3.72K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
2.8K+ 16.97% |
$865K - $1.07M
|
19.3K
$7.15M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.54KNew |
$784K - $973K
|
2.54K
$941K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.52K+ 83.22% |
$778K - $966K
|
5.55K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.5K+ 155.85% |
$773K - $959K
|
4.11K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
2.42KNew |
$748K - $928K
|
2.42K
$897K
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
2.41KNew |
$743K - $922K
|
2.41K
$891K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.39K+ 0.55% |
$738K - $915K
|
437K
$162M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.35K+ 64.25% |
$726K - $900K
|
6.01K
$2.22M
|