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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-3- 0.19% |
$927 - $1.15K
|
1.57K
$582K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-3- 0.06% |
$927 - $1.15K
|
4.71K
$1.74M
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-4- 0.61% |
$1.24K - $1.53K
|
647
$240K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-5- 0.88% |
$1.54K - $1.92K
|
565
$209K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5- 0.62% |
$1.54K - $1.92K
|
796
$295K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-5- 2.78% |
$1.54K - $1.92K
|
175
$64.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-5- 83.33% |
$1.54K - $1.92K
|
1
$370
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-9- 19.57% |
$2.78K - $3.45K
|
37
$13.7K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-10- 0.22% |
$3.09K - $3.83K
|
4.58K
$1.7M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-10- 2.31% |
$3.09K - $3.83K
|
422
$156K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-11- 57.89% |
$3.4K - $4.22K
|
8
$2.96K
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-13- 13.0% |
$4.02K - $4.98K
|
87
$32.2K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-14- 1.63% |
$4.32K - $5.37K
|
843
$312K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-16- 6.64% |
$4.94K - $6.13K
|
225
$83.4K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-17- 12.88% |
$5.25K - $6.52K
|
115
$42.6K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-20- 1.52% |
$6.18K - $7.67K
|
1.29K
$479K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-21- 13.46% |
$6.49K - $8.05K
|
135
$50K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-23- 3.32% |
$7.1K - $8.82K
|
670
$248K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-24- 3.63% |
$7.41K - $9.2K
|
638
$236K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-25- 3.09% |
$7.72K - $9.58K
|
785
$291K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-26- 3.23% |
$8.03K - $9.97K
|
778
$288K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-26- 3.4% |
$8.03K - $9.97K
|
739
$274K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-29- 2.46% |
$8.96K - $11.1K
|
1.15K
$426K
|
|
|
Apr 25, 2025
Q1 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-30- 0.46% |
$9.27K - $11.5K
|
6.54K
$2.42M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-30- 38.46% |
$9.27K - $11.5K
|
48
$17.8K
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-32- 0.91% |
$9.88K - $12.3K
|
3.47K
$1.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-35- 6.84% |
$10.8K - $13.4K
|
477
$177K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-35- 5.39% |
$10.8K - $13.4K
|
614
$227K
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-39- 1.26% |
$12K - $14.9K
|
3.06K
$1.14M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-44- 0.32% |
$13.6K - $16.9K
|
13.5K
$5.02M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-45- 11.66% |
$13.9K - $17.2K
|
341
$126K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-46- 4.67% |
$14.2K - $17.6K
|
940
$348K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-47- 8.44% |
$14.5K - $18K
|
510
$189K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-50- 11.57% |
$15.4K - $19.2K
|
382
$142K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-55- 2.37% |
$17K - $21.1K
|
2.26K
$839K
|
|
|
May 01, 2025
Q1 2025
|
Emerald Advisers, LLC
|
SELL
|
- |
-62- 5.26% |
$19.1K - $23.8K
|
1.12K
$414K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-63- 0.29% |
$19.5K - $24.1K
|
21.6K
$8.01M
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
SELL
|
- |
-65- 1.11% |
$20.1K - $24.9K
|
5.79K
$2.14M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-66- 1.7% |
$20.4K - $25.3K
|
3.82K
$1.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Tt International Asset Management LTD
London, X0 |
SELL
|
- |
-80- 0.66% |
$24.7K - $30.7K
|
12K
$4.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-83- 7.89% |
$25.6K - $31.8K
|
969
$359K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-91- 1.04% |
$28.1K - $34.9K
|
8.63K
$3.2M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-91- 1.48% |
$28.1K - $34.9K
|
6.06K
$2.24M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-94- 8.31% |
$29K - $36K
|
1.04K
$384K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-96- 12.12% |
$29.7K - $36.8K
|
696
$258K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-99- 9.3% |
$30.6K - $37.9K
|
965
$358K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-100- 9.85% |
$30.9K - $38.3K
|
915
$339K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-111- 4.08% |
$34.3K - $42.5K
|
2.61K
$967K
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-112- 10.77% |
$34.6K - $42.9K
|
928
$344K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-115- 8.5% |
$35.5K - $44.1K
|
1.24K
$459K
|