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
|
Hmi Capital Management, L.P.
San Francisco, CA |
SELL
|
- |
-115K- 28.54% |
$35.4M - $43.9M
|
287K
$106M
|
|
|
May 15, 2025
Q1 2025
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-133K- 82.63% |
$41M - $50.9M
|
27.9K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-140K- 19.3% |
$43.2M - $53.7M
|
586K
$217M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-155K- 99.69% |
$47.9M - $59.5M
|
476
$176K
|
|
|
May 15, 2025
Q1 2025
|
Stephen Mandel
Lone Pine Capital LLC | Greenwich, Ct
|
SELL
|
- |
-159K- 8.26% |
$49M - $60.8M
|
1.76M
$654M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-159K- 18.94% |
$49.2M - $61.1M
|
682K
$253M
|
|
|
May 15, 2025
Q1 2025
|
Samlyn Capital, LLC
New York, NY |
SELL
|
- |
-172K- 10.92% |
$53.1M - $65.9M
|
1.4M
$519M
|
|
|
May 15, 2025
Q1 2025
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-188K- 45.18% |
$58.1M - $72.2M
|
228K
$84.6M
|
|
|
May 15, 2025
Q1 2025
|
Southpoint Capital Advisors LP
New York, NY |
SELL
|
- |
-200K- 33.33% |
$61.8M - $76.7M
|
400K
$148M
|
|
|
May 15, 2025
Q1 2025
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-267K- 45.42% |
$82.5M - $102M
|
321K
$119M
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-391K- 10.02% |
$121M - $150M
|
3.51M
$1.3B
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-470K- 99.64% |
$145M - $180M
|
1.71K
$634K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-773K- 85.96% |
$239M - $296M
|
126K
$46.8M
|