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 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-811- 10.77% |
$250K - $311K
|
6.72K
$2.49M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-811- 15.32% |
$250K - $311K
|
4.48K
$1.66M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-891- 51.8% |
$275K - $342K
|
829
$307K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-918- 4.3% |
$284K - $352K
|
20.4K
$7.57M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-957- 2.32% |
$296K - $367K
|
40.3K
$14.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-981- 2.85% |
$303K - $376K
|
33.4K
$12.4M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.01K- 59.2% |
$311K - $386K
|
694
$257K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.07K- 21.08% |
$330K - $410K
|
4K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-1.08K- 24.82% |
$333K - $413K
|
3.27K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.09K- 90.11% |
$338K - $419K
|
120
$44.5K
|
|
|
May 20, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.18K- 7.44% |
$365K - $453K
|
14.7K
$5.44M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.24K- 81.9% |
$383K - $475K
|
274
$102K
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
SELL
|
- |
-1.29K- 23.03% |
$399K - $496K
|
4.32K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-1.3K- 15.64% |
$402K - $498K
|
7.01K
$2.6M
|
|
|
May 13, 2025
Q1 2025
|
Heron Bay Capital Management
|
SELL
|
- |
-1.36K- 1.58% |
$419K - $519K
|
84.2K
$31.2M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-1.43K- 2.99% |
$443K - $550K
|
46.5K
$17.2M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.44K- 9.46% |
$444K - $551K
|
13.8K
$5.1M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-1.47K- 4.34% |
$452K - $562K
|
32.3K
$12M
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-1.5K- 35.82% |
$463K - $575K
|
2.69K
$996K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.7K- 21.13% |
$524K - $650K
|
6.33K
$2.34M
|
|
|
May 12, 2025
Q1 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.76K- 2.57% |
$542K - $673K
|
66.6K
$24.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-1.78K- 55.58% |
$550K - $683K
|
1.42K
$528K
|
|
|
May 13, 2025
Q1 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.81K- 29.75% |
$558K - $692K
|
4.27K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
SELL
|
- |
-1.92K- 5.25% |
$594K - $737K
|
34.7K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-2.02K- 6.32% |
$625K - $776K
|
30K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.05K- 5.32% |
$634K - $787K
|
36.5K
$13.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-2.3K- 7.72% |
$710K - $882K
|
27.5K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.43K- 28.77% |
$750K - $931K
|
6.01K
$2.23M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.45K- 35.96% |
$757K - $939K
|
4.36K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-2.48K- 9.45% |
$767K - $952K
|
23.8K
$8.82M
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-2.53K- 9.24% |
$780K - $968K
|
24.8K
$9.19M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.56KClosed |
$789K - $979K
|
0
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Reinhart Partners, Inc.
|
SELL
|
- |
-2.78K- 7.86% |
$860K - $1.07M
|
32.6K
$12.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2.9K- 27.1% |
$896K - $1.11M
|
7.8K
$2.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.9K- 9.25% |
$896K - $1.11M
|
28.5K
$10.5M
|
|
|
May 07, 2025
Q1 2025
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-3.08K- 5.32% |
$953K - $1.18M
|
54.9K
$20.3M
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-3.13K- 0.37% |
$966K - $1.2M
|
843K
$312M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.18K- 16.92% |
$983K - $1.22M
|
15.6K
$5.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.22K- 22.76% |
$995K - $1.23M
|
10.9K
$4.05M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-3.25K- 9.51% |
$1.01M - $1.25M
|
31K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-3.4K- 1.23% |
$1.05M - $1.3M
|
273K
$101M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.59K- 30.39% |
$1.11M - $1.38M
|
8.22K
$3.04M
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-3.69K- 2.61% |
$1.14M - $1.41M
|
137K
$50.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.75K- 30.34% |
$1.16M - $1.44M
|
8.6K
$3.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-3.8K- 18.88% |
$1.17M - $1.46M
|
16.3K
$6.05M
|
|
|
May 07, 2025
Q1 2025
|
Thornburg Investment Management Inc
|
SELL
|
- |
-4.68K- 9.24% |
$1.45M - $1.79M
|
46K
$17M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-5.21K- 43.7% |
$1.61M - $2M
|
6.72K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-5.38K- 62.95% |
$1.66M - $2.06M
|
3.17K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-5.4K- 4.51% |
$1.67M - $2.07M
|
114K
$42.4M
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-5.9K- 13.39% |
$1.82M - $2.26M
|
38.2K
$14.1M
|