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 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
962New |
$297K - $369K
|
962
$356K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
949New |
$293K - $364K
|
949
$352K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
941+ 4.68% |
$291K - $361K
|
21K
$7.79M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
937+ 2.0% |
$289K - $359K
|
47.7K
$17.7M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
902+ 48.08% |
$279K - $346K
|
2.78K
$1.03M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
888New |
$274K - $340K
|
888
$329K
|
|
|
May 15, 2025
Q1 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
886+ 42.99% |
$274K - $340K
|
2.95K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
859New |
$265K - $329K
|
859
$318K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
852New |
$263K - $327K
|
852
$316K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
829+ 12.24% |
$256K - $318K
|
7.6K
$2.82M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
794+ 21.82% |
$245K - $304K
|
4.43K
$1.64M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
791New |
$244K - $303K
|
791
$293K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
791New |
$244K - $303K
|
791
$293K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
788+ 58.94% |
$243K - $302K
|
2.13K
$787K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
771New |
$238K - $296K
|
771
$286K
|
|
|
May 15, 2025
Q1 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
753+ 57.09% |
$233K - $289K
|
2.07K
$768K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
753New |
$233K - $289K
|
753
$279K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
733+ 38.87% |
$226K - $281K
|
2.62K
$970K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
718New |
$222K - $275K
|
718
$266K
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
701+ 4.54% |
$217K - $269K
|
16.1K
$5.97M
|
|
|
May 14, 2025
Q1 2025
|
Bain Capital Public Equity, LP
Boston, MA |
BUY
|
- |
692New |
$214K - $265K
|
692
$256K
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
681New |
$210K - $261K
|
681
$252K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
654New |
$202K - $251K
|
654
$242K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
648+ 111.92% |
$200K - $248K
|
1.23K
$455K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
626New |
$193K - $240K
|
626
$232K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
CALL |
600+ 60.0% |
$185K - $230K
|
1.6K
$593K
|
|
|
May 12, 2025
Q1 2025
|
Donoghue Forlines LLC
|
BUY
|
- |
591+ 9.14% |
$183K - $227K
|
7.05K
$2.61M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
588+ 52.83% |
$182K - $225K
|
1.7K
$630K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
576+ 30.97% |
$178K - $221K
|
2.44K
$902K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
562+ 11.42% |
$174K - $215K
|
5.48K
$2.03M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
529+ 2.22% |
$163K - $203K
|
24.4K
$9.03M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
526+ 0.52% |
$162K - $202K
|
101K
$37.5M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
522+ 3.68% |
$161K - $200K
|
14.7K
$5.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
520+ 29.73% |
$161K - $199K
|
2.27K
$841K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
517+ 16.89% |
$160K - $198K
|
3.58K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Lts One Management LP
|
BUY
|
- |
500New |
$154K - $192K
|
500
$185K
|
|
|
May 14, 2025
Q1 2025
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
500New |
$154K - $192K
|
500
$185K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
CALL |
500New |
$154K - $192K
|
500
$185K
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
463New |
$143K - $177K
|
463
$172K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
453+ 3.43% |
$140K - $174K
|
13.7K
$5.07M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
452+ 3.49% |
$140K - $173K
|
13.4K
$4.97M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
445+ 70.19% |
$137K - $171K
|
1.08K
$400K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
415+ 1.5% |
$128K - $159K
|
28.2K
$10.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
409+ 16.5% |
$126K - $157K
|
2.89K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
400+ 1.53% |
$124K - $153K
|
26.5K
$9.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
397+ 5.01% |
$123K - $152K
|
8.33K
$3.08M
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
384+ 0.89% |
$119K - $147K
|
43.8K
$16.2M
|
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
380+ 158.33% |
$117K - $146K
|
620
$230K
|
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
376New |
$116K - $144K
|
376
$139K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
375New |
$116K - $144K
|
375
$139K
|