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
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
37.2K+ 12.11% |
$11.5M - $14.2M
|
344K
$127M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
35.9K+ 561.6% |
$11.1M - $13.8M
|
42.3K
$15.7M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
35.5KNew |
$11M - $13.6M
|
35.5K
$13.2M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
33.9K+ 27.03% |
$10.5M - $13M
|
159K
$59.1M
|
|
|
May 15, 2025
Q1 2025
|
Darlington Partners Capital Management, LP
Greenbrae, CA |
BUY
|
- |
32.4K+ 3.45% |
$10M - $12.4M
|
971K
$360M
|
|
|
Apr 24, 2025
Q1 2025
|
Artemis Investment Management LLP
|
BUY
|
- |
32K+ 38.73% |
$9.9M - $12.3M
|
115K
$42.5M
|
|
|
May 15, 2025
Q1 2025
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
31KNew |
$9.57M - $11.9M
|
31K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
30.6K+ 400.42% |
$9.45M - $11.7M
|
38.2K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
29.1KNew |
$8.98M - $11.1M
|
29.1K
$10.8M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
28.8KNew |
$8.9M - $11M
|
28.8K
$10.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
26.3K+ 176.91% |
$8.11M - $10.1M
|
41.1K
$15.2M
|
|
|
May 15, 2025
Q1 2025
|
Azora Capital LP
Miami, FL |
BUY
|
- |
26.2K+ 6.31% |
$8.11M - $10.1M
|
442K
$164M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
26.2K+ 5.34% |
$8.1M - $10M
|
517K
$192M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
25.9K+ 4.46% |
$8M - $9.93M
|
608K
$225M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
24.2K+ 12.99% |
$7.47M - $9.27M
|
210K
$77.9M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
22K+ 1505.95% |
$6.8M - $8.44M
|
23.5K
$8.7M
|
|
|
Apr 30, 2025
Q1 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
22KNew |
$6.79M - $8.42M
|
22K
$8.14M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22K+ 13.29% |
$6.78M - $8.42M
|
187K
$69.4M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
21.9K+ 104.53% |
$6.76M - $8.38M
|
42.8K
$15.9M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
20.9K+ 0.78% |
$6.45M - $8M
|
2.68M
$993M
|
|
|
May 14, 2025
Q1 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
20.9K+ 505.91% |
$6.45M - $8M
|
25K
$9.26M
|
|
|
May 15, 2025
Q1 2025
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
20KNew |
$6.18M - $7.67M
|
20K
$7.41M
|
|
|
May 15, 2025
Q1 2025
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
19.9KNew |
$6.14M - $7.62M
|
19.9K
$7.37M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
18.3K+ 5.44% |
$5.64M - $7M
|
354K
$131M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
17.7K+ 61.24% |
$5.47M - $6.79M
|
46.7K
$17.3M
|
|
|
May 08, 2025
Q1 2025
|
Lynwood Price Capital Management LP
Austin, TX |
BUY
|
- |
17K+ 47.89% |
$5.25M - $6.52M
|
52.5K
$19.5M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
16.6K+ 6.3% |
$5.12M - $6.36M
|
280K
$104M
|
|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
16.1K+ 80.55% |
$4.98M - $6.19M
|
36.2K
$13.4M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
15.8K+ 0.52% |
$4.89M - $6.07M
|
3.07M
$1.14B
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
15.3K+ 226.86% |
$4.72M - $5.85M
|
22K
$8.15M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
15.1K+ 35.88% |
$4.67M - $5.8M
|
57.3K
$21.2M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
15K+ 9.87% |
$4.64M - $5.76M
|
167K
$62M
|
|
|
May 15, 2025
Q1 2025
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
15K+ 50.0% |
$4.63M - $5.75M
|
45K
$16.7M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
15K+ 34.76% |
$4.63M - $5.74M
|
58.1K
$21.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
13.3K+ 6.94% |
$4.12M - $5.11M
|
205K
$76.1M
|
|
|
May 15, 2025
Q1 2025
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
12.5K+ 140.65% |
$3.86M - $4.79M
|
21.4K
$7.92M
|
|
|
May 15, 2025
Q1 2025
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
12.5KNew |
$3.86M - $4.79M
|
12.5K
$4.63M
|
|
|
May 15, 2025
Q1 2025
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
12.5KNew |
$3.86M - $4.79M
|
12.5K
$4.63M
|
|
|
May 15, 2025
Q1 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
12.5KNew |
$3.86M - $4.79M
|
12.5K
$4.63M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
12.4KNew |
$3.84M - $4.76M
|
12.4K
$4.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
12.2K+ 133.7% |
$3.77M - $4.68M
|
21.3K
$7.9M
|
|
|
May 14, 2025
Q1 2025
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
11.5K+ 23.54% |
$3.54M - $4.39M
|
60.1K
$22.3M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
11K+ 19.28% |
$3.41M - $4.23M
|
68.3K
$25.3M
|
|
|
May 13, 2025
Q1 2025
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
10.8KNew |
$3.35M - $4.16M
|
10.8K
$4.02M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
10.1K+ 3.53% |
$3.13M - $3.89M
|
297K
$110M
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
10.1KNew |
$3.12M - $3.87M
|
10.1K
$3.74M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
10.1KNew |
$3.11M - $3.86M
|
10.1K
$3.73M
|
|
|
May 12, 2025
Q1 2025
|
Ovata Capital Management LTD
|
BUY
|
- |
10KNew |
$3.09M - $3.83M
|
10K
$3.7M
|
|
|
May 15, 2025
Q1 2025
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
10KNew |
$3.09M - $3.83M
|
10K
$3.7M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
9.36KNew |
$2.89M - $3.59M
|
9.36K
$3.47M
|