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 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-119- 4.06% |
$36.8K - $45.6K
|
2.82K
$1.04M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-132- 99.25% |
$40.8K - $50.6K
|
1
$370
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-133- 6.45% |
$41.1K - $51K
|
1.93K
$715K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-137- 5.7% |
$42.3K - $52.5K
|
2.27K
$840K
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-140- 0.21% |
$43.2K - $53.7K
|
65.9K
$24.4M
|
|
|
May 14, 2025
Q1 2025
|
Brant Point Investment Management LLC
New York, NY |
SELL
|
- |
-150- 0.64% |
$46.3K - $57.5K
|
23.2K
$8.58M
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-155- 10.58% |
$47.9K - $59.4K
|
1.31K
$485K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-156- 7.85% |
$48.2K - $59.8K
|
1.83K
$678K
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-157- 11.13% |
$48.5K - $60.2K
|
1.25K
$465K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-164- 21.13% |
$50.7K - $62.9K
|
612
$227K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-164- 7.3% |
$50.7K - $62.9K
|
2.08K
$772K
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-166- 15.04% |
$51.3K - $63.6K
|
938
$348K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-168- 8.63% |
$51.9K - $64.4K
|
1.78K
$659K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-177- 2.27% |
$54.7K - $67.8K
|
7.64K
$2.83M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-177- 2.4% |
$54.7K - $67.8K
|
7.2K
$2.67M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-184- 1.64% |
$56.8K - $70.5K
|
11K
$4.09M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-199- 18.49% |
$61.5K - $76.3K
|
877
$325K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-212- 0.21% |
$65.5K - $81.3K
|
101K
$37.5M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-214- 3.57% |
$66.1K - $82K
|
5.77K
$2.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-220- 9.05% |
$68K - $84.3K
|
2.21K
$820K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-252- 6.04% |
$77.8K - $96.6K
|
3.92K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-260- 18.16% |
$80.3K - $99.7K
|
1.17K
$434K
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-283- 8.52% |
$87.4K - $108K
|
3.04K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-286- 1.19% |
$88.3K - $110K
|
23.8K
$8.8M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-289- 3.87% |
$89.3K - $111K
|
7.18K
$2.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-295- 0.17% |
$91.1K - $113K
|
173K
$64M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-318- 14.66% |
$98.2K - $122K
|
1.85K
$686K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-346- 37.49% |
$107K - $133K
|
577
$214K
|
|
|
May 06, 2025
Q1 2025
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-348- 0.08% |
$107K - $133K
|
458K
$170M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-355- 12.13% |
$110K - $136K
|
2.57K
$953K
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-357- 0.84% |
$110K - $137K
|
42K
$15.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-375- 1.79% |
$116K - $144K
|
20.6K
$7.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-400- 7.03% |
$124K - $153K
|
5.29K
$1.96M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-449- 79.89% |
$139K - $172K
|
113
$41.9K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-466- 0.9% |
$144K - $179K
|
51.5K
$19.1M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-495- 12.46% |
$153K - $190K
|
3.48K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-500- 3.23% |
$154K - $192K
|
15K
$5.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-511- 50.54% |
$158K - $196K
|
500
$185K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-526- 4.18% |
$162K - $202K
|
12.1K
$4.47M
|
|
|
May 15, 2025
Q1 2025
|
Future Fund LLC
Chicago, IL |
SELL
|
- |
-539- 10.39% |
$166K - $207K
|
4.65K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-569- 27.36% |
$176K - $218K
|
1.51K
$560K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-602- 21.8% |
$186K - $231K
|
2.16K
$800K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-622- 5.13% |
$192K - $238K
|
11.5K
$4.26M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-678- 9.44% |
$209K - $260K
|
6.5K
$2.41M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-679- 14.01% |
$210K - $260K
|
4.17K
$1.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-719- 22.34% |
$222K - $276K
|
2.5K
$926K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-720- 19.5% |
$222K - $276K
|
2.97K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-776- 22.01% |
$240K - $297K
|
2.75K
$1.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-779- 10.73% |
$241K - $299K
|
6.48K
$2.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
SELL
|
- |
-780- 17.49% |
$241K - $299K
|
3.68K
$1.36M
|