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 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
89+ 5.07% |
$27.5K - $34.1K
|
1.85K
$684K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
88+ 7.08% |
$27.2K - $33.7K
|
1.33K
$493K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
82+ 54.67% |
$25.3K - $31.4K
|
232
$86K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
81New |
$25K - $31K
|
81
$30K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
81+ 9.26% |
$25K - $31K
|
956
$354K
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
80New |
$24.7K - $30.7K
|
80
$29.6K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
80New |
$24.7K - $30.7K
|
80
$29.6K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
80+ 10.91% |
$24.7K - $30.7K
|
813
$301K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
78+ 15.12% |
$24.1K - $29.9K
|
594
$220K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
78+ 5.03% |
$24.1K - $29.9K
|
1.63K
$604K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
75+ 8.21% |
$23.2K - $28.7K
|
988
$366K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
74+ 0.76% |
$22.9K - $28.4K
|
9.77K
$3.62M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
73+ 46.79% |
$22.5K - $28K
|
229
$84.8K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
72+ 4.67% |
$22.2K - $27.6K
|
1.61K
$598K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
71+ 1.87% |
$21.9K - $27.2K
|
3.86K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
69+ 9.39% |
$21.3K - $26.4K
|
804
$298K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
68New |
$21K - $26.1K
|
68
$25.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
68+ 234.48% |
$21K - $26.1K
|
97
$35.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
68+ 6.52% |
$21K - $26.1K
|
1.11K
$412K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
67+ 14.44% |
$20.7K - $25.7K
|
531
$197K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
64+ 66.67% |
$19.8K - $24.5K
|
160
$59.3K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
64New |
$19.8K - $24.5K
|
64
$23.7K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
61+ 2.15% |
$18.8K - $23.4K
|
2.9K
$1.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
59+ 2.05% |
$18.2K - $22.6K
|
2.94K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
56+ 116.67% |
$17.3K - $21.5K
|
104
$38.5K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
54New |
$16.7K - $20.7K
|
54
$20K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
54+ 8.7% |
$16.7K - $20.7K
|
675
$250K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
51+ 1.93% |
$15.8K - $19.5K
|
2.7K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
50+ 9.9% |
$15.4K - $19.2K
|
555
$206K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
50+ 0.54% |
$15.4K - $19.2K
|
9.4K
$3.48M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
48+ 123.08% |
$14.8K - $18.4K
|
87
$32.2K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
44+ 1.56% |
$13.6K - $16.9K
|
2.87K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
42+ 5.04% |
$13K - $16.1K
|
876
$325K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
40+ 173.91% |
$12.4K - $15.3K
|
63
$23.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
38+ 4.91% |
$11.7K - $14.6K
|
812
$301K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
36+ 33.33% |
$11.1K - $13.8K
|
144
$53.3K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
35+ 2.01% |
$10.8K - $13.4K
|
1.77K
$657K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
34+ 3400.0% |
$10.5K - $13K
|
35
$13K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
31New |
$9.57K - $11.9K
|
31
$11.5K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
30+ 1500.0% |
$9.27K - $11.5K
|
32
$11.9K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
29+ 14.5% |
$8.96K - $11.1K
|
229
$84.8K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
29New |
$8.96K - $11.1K
|
29
$10.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
29+ 1.6% |
$8.96K - $11.1K
|
1.84K
$682K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
28+ 19.18% |
$8.65K - $10.7K
|
174
$64.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
25+ 0.14% |
$7.72K - $9.58K
|
18.1K
$6.69M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
24+ 2.0% |
$7.41K - $9.2K
|
1.23K
$455K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
24+ 0.71% |
$7.41K - $9.2K
|
3.41K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
22+ 0.34% |
$6.8K - $8.43K
|
6.44K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21+ 12.88% |
$6.49K - $8.05K
|
184
$68.2K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
20+ 10.1% |
$6.18K - $7.67K
|
218
$80.8K
|