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 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-6.26K- 0.38% |
$1.93M - $2.4M
|
1.64M
$606M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-6.38K- 3.45% |
$1.97M - $2.44M
|
178K
$66M
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
- |
-7K- 62.89% |
$2.16M - $2.68M
|
4.13K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-7.42K- 19.4% |
$2.29M - $2.84M
|
30.8K
$11.4M
|
|
|
May 14, 2025
Q1 2025
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-7.54K- 18.6% |
$2.33M - $2.89M
|
33K
$12.2M
|
|
|
May 06, 2025
Q1 2025
|
Poplar Forest Capital LLC
|
SELL
|
- |
-7.99K- 30.73% |
$2.47M - $3.06M
|
18K
$6.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Iridian Asset Management LLC
|
SELL
|
- |
-8K- 27.68% |
$2.47M - $3.07M
|
20.9K
$7.74M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-8.04K- 1.68% |
$2.48M - $3.08M
|
470K
$174M
|
|
|
May 15, 2025
Q1 2025
|
Junto Capital Management LP
New York, NY |
SELL
|
- |
-8.62K- 2.12% |
$2.66M - $3.31M
|
397K
$147M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-8.91K- 16.98% |
$2.75M - $3.42M
|
43.6K
$16.1M
|
|
|
May 14, 2025
Q1 2025
|
Bullseye Asset Management LLC
Denver, CO |
SELL
|
- |
-9K- 42.36% |
$2.78M - $3.45M
|
12.2K
$4.54M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-9K- 65.43% |
$2.78M - $3.45M
|
4.76K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.86K- 36.98% |
$3.04M - $3.78M
|
16.8K
$6.22M
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-9.98K- 67.17% |
$3.08M - $3.83M
|
4.88K
$1.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-10.7K- 17.79% |
$3.3M - $4.1M
|
49.4K
$18.3M
|
|
|
May 15, 2025
Q1 2025
|
Point72 Europe (London) LLP
London, X0 |
SELL
|
- |
-11K- 35.49% |
$3.4M - $4.22M
|
20K
$7.41M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-11.6K- 4.69% |
$3.59M - $4.45M
|
236K
$87.4M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-12K- 96.8% |
$3.7M - $4.59M
|
396
$147K
|
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-12.6K- 70.17% |
$3.88M - $4.82M
|
5.34K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-12.7K- 29.56% |
$3.93M - $4.87M
|
30.3K
$11.2M
|
|
|
May 12, 2025
Q1 2025
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-13.8K- 71.77% |
$4.27M - $5.3M
|
5.44K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Teca Partners, LP
Austin, TX |
SELL
|
- |
-14.8K- 27.9% |
$4.56M - $5.65M
|
38.1K
$14.1M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-15.2K- 21.56% |
$4.68M - $5.81M
|
55.1K
$20.4M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-15.4K- 88.51% |
$4.76M - $5.9M
|
2K
$741K
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-16.2K- 32.22% |
$5M - $6.21M
|
34.1K
$12.6M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-16.3K- 9.3% |
$5.03M - $6.24M
|
159K
$58.8M
|
|
|
May 15, 2025
Q1 2025
|
2 Xideas Ag
Pfaffikon, V8 |
SELL
|
- |
-16.5K- 36.51% |
$5.08M - $6.31M
|
28.6K
$10.6M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-21.7K- 60.9% |
$6.71M - $8.32M
|
13.9K
$5.17M
|
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
SELL
|
- |
-27.3K- 19.81% |
$8.42M - $10.4M
|
110K
$40.9M
|
|
|
May 14, 2025
Q1 2025
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-28.1K- 6.73% |
$8.69M - $10.8M
|
390K
$144M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-28.6K- 41.64% |
$8.85M - $11M
|
40.1K
$14.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-29K- 92.83% |
$8.95M - $11.1M
|
2.24K
$830K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-29.1K- 13.49% |
$9M - $11.2M
|
187K
$69.2M
|
|
|
May 15, 2025
Q1 2025
|
Daniel Loeb
Third Point LLC | New York, Ny
|
SELL
|
- |
-30K- 4.58% |
$9.27M - $11.5M
|
625K
$232M
|
|
|
May 14, 2025
Q1 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-31K- 8.59% |
$9.57M - $11.9M
|
330K
$122M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-32K- 73.75% |
$9.87M - $12.3M
|
11.4K
$4.21M
|
|
|
May 13, 2025
Q1 2025
|
Employees Retirement System Of Texas
|
SELL
|
- |
-33.9K- 14.64% |
$10.5M - $13M
|
198K
$73.2M
|
|
|
May 15, 2025
Q1 2025
|
Eminence Capital, LP
New York, NY |
SELL
|
- |
-35.5K- 6.36% |
$11M - $13.6M
|
523K
$194M
|
|
|
May 15, 2025
Q1 2025
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-36.1K- 52.57% |
$11.2M - $13.8M
|
32.6K
$12.1M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-39.3K- 10.38% |
$12.1M - $15M
|
339K
$126M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-41.7K- 85.14% |
$12.9M - $16M
|
7.28K
$2.7M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-46.2K- 77.19% |
$14.3M - $17.7M
|
13.7K
$5.06M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
SELL
|
- |
-46.4K- 31.91% |
$14.3M - $17.8M
|
99K
$36.7M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-46.5K- 5.13% |
$14.4M - $17.8M
|
860K
$319M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-47K- 99.37% |
$14.5M - $18M
|
298
$110K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-51.2K- 45.99% |
$15.8M - $19.6M
|
60.1K
$22.3M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-52.9K- 92.06% |
$16.3M - $20.3M
|
4.56K
$1.69M
|
|
|
May 12, 2025
Q1 2025
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-63.7K- 34.05% |
$19.7M - $24.4M
|
123K
$45.7M
|
|
|
May 14, 2025
Q1 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-68.4K- 17.21% |
$21.1M - $26.2M
|
329K
$122M
|
|
|
May 13, 2025
Q1 2025
|
Abrdn PLC
|
SELL
|
- |
-78.7K- 36.32% |
$24.3M - $30.2M
|
138K
$51.1M
|