Purchases and Sales Made in Q1 2025 in Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA) during Q1 2025. The information is specifically focused on institutions that hold shares of LPL Financial Holdings Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Winslow Capital Management, LLC
Minneapolis, MN |
BUY
|
- |
1.46MNew |
$450M - $559M
|
1.46M
$540M
|
|
|
May 14, 2025
Q1 2025
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
1.05M+ 224.07% |
$325M - $404M
|
1.52M
$564M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
972K+ 1453.31% |
$300M - $373M
|
1.04M
$385M
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
BUY
|
- |
851K+ 786.21% |
$263M - $326M
|
959K
$355M
|
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
674KNew |
$208M - $258M
|
674K
$250M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
659KNew |
$203M - $252M
|
659K
$244M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
643K+ 550.55% |
$198M - $246M
|
759K
$281M
|
|
|
May 06, 2025
Q1 2025
|
John Armitage
Egerton Capital (Uk) LLP
|
BUY
|
- |
614K+ 238.08% |
$190M - $235M
|
871K
$323M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
587K+ 174.04% |
$181M - $225M
|
924K
$342M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
400K+ 35.88% |
$124M - $153M
|
1.52M
$562M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
262K+ 223.98% |
$80.9M - $100M
|
379K
$140M
|
|
|
May 14, 2025
Q1 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
213K+ 478.11% |
$65.7M - $81.6M
|
257K
$95.3M
|
|
|
May 14, 2025
Q1 2025
|
Surgo Cap Partners LP
New York, NY |
BUY
|
- |
197K+ 27.8% |
$60.9M - $75.6M
|
906K
$336M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
186KNew |
$57.5M - $71.3M
|
186K
$68.9M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
178K+ 17.31% |
$54.9M - $68.2M
|
1.21M
$447M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
173K+ 34.33% |
$53.5M - $66.3M
|
677K
$251M
|
|
|
May 14, 2025
Q1 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
158K+ 243.49% |
$48.8M - $60.6M
|
223K
$82.6M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
156K+ 1552.27% |
$48.1M - $59.6M
|
166K
$61.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
155K+ 43518.77% |
$48M - $59.6M
|
156K
$57.7M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
154K+ 2.14% |
$47.6M - $59.1M
|
7.37M
$2.73B
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
147KNew |
$45.6M - $56.5M
|
147K
$54.6M
|
|
|
May 15, 2025
Q1 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
135KNew |
$41.8M - $51.9M
|
135K
$50.2M
|
|
|
May 15, 2025
Q1 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
128K+ 5227.39% |
$39.5M - $49M
|
130K
$48.3M
|
|
|
May 15, 2025
Q1 2025
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
125KNew |
$38.6M - $47.9M
|
125K
$46.3M
|
|
|
May 09, 2025
Q1 2025
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
124K+ 17.59% |
$38.4M - $47.6M
|
830K
$308M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
106K+ 8.81% |
$32.6M - $40.5M
|
1.3M
$483M
|
|
|
May 15, 2025
Q1 2025
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
102K+ 43.66% |
$31.4M - $39M
|
335K
$124M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
101K+ 6.89% |
$31.1M - $38.5M
|
1.56M
$578M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
99.2K+ 20.27% |
$30.6M - $38M
|
589K
$218M
|
|
|
May 14, 2025
Q1 2025
|
Ceredex Value Advisors LLC
|
BUY
|
- |
93.9KNew |
$29M - $36M
|
93.9K
$34.8M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
91.3K+ 18.09% |
$28.2M - $35M
|
596K
$221M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
85.2K+ 3385.41% |
$26.3M - $32.7M
|
87.7K
$32.5M
|
|
|
May 12, 2025
Q1 2025
|
Burkehill Global Management, LP
New York, NY |
BUY
|
- |
85KNew |
$26.3M - $32.6M
|
85K
$31.5M
|
|
|
May 12, 2025
Q1 2025
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
76.5KNew |
$23.6M - $29.3M
|
76.5K
$28.3M
|
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
74.4KNew |
$23M - $28.5M
|
74.4K
$27.6M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
72.5KNew |
$22.4M - $27.8M
|
72.5K
$26.9M
|
|
|
May 15, 2025
Q1 2025
|
Palestra Capital Management LLC
New York, NY |
BUY
|
- |
70.9K+ 21.6% |
$21.9M - $27.2M
|
399K
$148M
|
|
|
May 15, 2025
Q1 2025
|
Blackstone Inc
New York, NY |
BUY
|
- |
70KNew |
$21.6M - $26.8M
|
70K
$25.9M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
66.6K+ 35.84% |
$20.6M - $25.5M
|
253K
$93.6M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
61.6K+ 334.89% |
$19M - $23.6M
|
80K
$29.7M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
56.6K+ 1013.38% |
$17.5M - $21.7M
|
62.1K
$23M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
53.8KNew |
$16.6M - $20.6M
|
53.8K
$19.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
50.6K+ 15.14% |
$15.6M - $19.4M
|
384K
$142M
|
|
|
May 13, 2025
Q1 2025
|
Seven Grand Managers, LLC
Bronxville, NY |
BUY
|
- |
50KNew |
$15.4M - $19.2M
|
50K
$18.5M
|
|
|
May 09, 2025
Q1 2025
|
Pamalican Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
50KNew |
$15.4M - $19.2M
|
50K
$18.5M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
48.1K+ 2526.21% |
$14.9M - $18.4M
|
50K
$18.5M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
47.1K+ 34155.8% |
$14.6M - $18.1M
|
47.3K
$17.5M
|
|
|
May 15, 2025
Q1 2025
|
Bamco Inc
New York, NY |
BUY
|
- |
45.5K+ 38.05% |
$14.1M - $17.5M
|
165K
$61.2M
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
43.6K+ 232.52% |
$13.5M - $16.7M
|
62.3K
$23.1M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
38.1K+ 646.69% |
$11.8M - $14.6M
|
44K
$16.3M
|