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
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
2.25KNew |
$696K - $864K
|
2.25K
$835K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.21K+ 45.19% |
$684K - $848K
|
7.11K
$2.63M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.21K+ 195.14% |
$682K - $847K
|
3.34K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.19K+ 14.08% |
$675K - $838K
|
17.7K
$6.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
2.16KNew |
$668K - $830K
|
2.16K
$802K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
2.16K+ 16.57% |
$666K - $826K
|
15.2K
$5.62M
|
|
|
May 09, 2025
Q1 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
2.13KNew |
$659K - $817K
|
2.13K
$790K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.02KNew |
$624K - $774K
|
2.02K
$748K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2K+ 10.43% |
$618K - $767K
|
21.2K
$7.85M
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.94KNew |
$600K - $745K
|
1.94K
$720K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.91K+ 23.16% |
$590K - $732K
|
10.2K
$3.76M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.91KNew |
$590K - $732K
|
1.91K
$708K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
CALL |
1.9KNew |
$587K - $728K
|
1.9K
$704K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.7K+ 100.24% |
$526K - $652K
|
3.4K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.61K+ 4.86% |
$498K - $618K
|
34.7K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1.61K+ 1246.51% |
$497K - $616K
|
1.74K
$644K
|
|
|
May 13, 2025
Q1 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
1.58K+ 3.08% |
$486K - $604K
|
52.6K
$19.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.57KNew |
$484K - $601K
|
1.57K
$581K
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.49K+ 15.22% |
$460K - $570K
|
11.3K
$4.17M
|
|
|
May 15, 2025
Q1 2025
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
1.45KNew |
$449K - $557K
|
1.45K
$538K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.41K+ 18.6% |
$436K - $540K
|
8.99K
$3.33M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.41K+ 73.1% |
$434K - $539K
|
3.33K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.4K+ 33.07% |
$433K - $537K
|
5.64K
$2.09M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
1.36K+ 61.57% |
$419K - $520K
|
3.56K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.35K+ 291.38% |
$418K - $518K
|
1.82K
$673K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.26K+ 21.96% |
$390K - $485K
|
7.02K
$2.6M
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1.26K+ 25120.0% |
$388K - $481K
|
1.26K
$467K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.23K+ 278.56% |
$381K - $473K
|
1.68K
$621K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
1.22K+ 117.53% |
$377K - $468K
|
2.26K
$837K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.21KNew |
$374K - $464K
|
1.21K
$448K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
1.21K+ 47.8% |
$372K - $462K
|
3.73K
$1.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.19KNew |
$368K - $457K
|
1.19K
$442K
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.19K+ 71.51% |
$368K - $456K
|
2.85K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
1.18K+ 6.53% |
$365K - $453K
|
19.3K
$7.15M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.14K+ 5.36% |
$353K - $439K
|
22.5K
$8.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
1.13K+ 25.35% |
$350K - $435K
|
5.61K
$2.08M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
1.11K+ 5.29% |
$342K - $424K
|
22K
$8.15M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.1K+ 16.04% |
$341K - $423K
|
7.99K
$2.96M
|
|
|
May 08, 2025
Q1 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
1.1K+ 110.0% |
$340K - $422K
|
2.1K
$778K
|
|
|
May 13, 2025
Q1 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
1.1K+ 4.88% |
$339K - $421K
|
23.6K
$8.74M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.1K+ 18.61% |
$339K - $421K
|
6.99K
$2.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.09K+ 2319.15% |
$337K - $418K
|
1.14K
$421K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.09K+ 0.52% |
$336K - $417K
|
209K
$77.5M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.06K+ 42.71% |
$326K - $404K
|
3.53K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.04K+ 8.27% |
$322K - $400K
|
13.7K
$5.06M
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.04KNew |
$320K - $397K
|
1.04K
$383K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
1.03K+ 63.98% |
$318K - $395K
|
2.64K
$978K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.02KNew |
$314K - $389K
|
1.02K
$376K
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.01KNew |
$312K - $387K
|
1.01K
$374K
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
991New |
$306K - $380K
|
991
$367K
|