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 14, 2025
Q1 2025
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
BUY
|
- |
9.31KNew |
$2.87M - $3.57M
|
9.31K
$3.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
9.24K+ 112.23% |
$2.85M - $3.54M
|
17.5K
$6.47M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
9.05K+ 0.54% |
$2.79M - $3.47M
|
1.68M
$622M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
8.94K+ 13.6% |
$2.76M - $3.43M
|
74.7K
$27.7M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.7K+ 992.47% |
$2.69M - $3.34M
|
9.58K
$3.55M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.42K+ 8.05% |
$2.6M - $3.23M
|
113K
$41.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
8.41K+ 37.59% |
$2.6M - $3.22M
|
30.8K
$11.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
7.79K+ 213.51% |
$2.41M - $2.99M
|
11.4K
$4.24M
|
|
|
May 15, 2025
Q1 2025
|
Symmetry Investments LP
|
BUY
|
- |
7.5KNew |
$2.32M - $2.87M
|
7.5K
$2.78M
|
|
|
May 15, 2025
Q1 2025
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
7.5KNew |
$2.32M - $2.87M
|
7.5K
$2.78M
|
|
|
May 14, 2025
Q1 2025
|
Siren, L.L.C.
New York, NY |
BUY
|
- |
7.5KNew |
$2.32M - $2.87M
|
7.5K
$2.78M
|
|
|
May 14, 2025
Q1 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
7.3KNew |
$2.25M - $2.8M
|
7.3K
$2.7M
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
7.15K+ 15.84% |
$2.21M - $2.74M
|
52.3K
$19.4M
|
|
|
May 06, 2025
Q1 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
7.11K+ 25.94% |
$2.2M - $2.73M
|
34.5K
$12.8M
|
|
|
May 13, 2025
Q1 2025
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
7KNew |
$2.16M - $2.68M
|
7K
$2.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
6.99KNew |
$2.16M - $2.68M
|
6.99K
$2.59M
|
|
|
May 02, 2025
Q1 2025
|
Tom Gayner
Markel Corp
|
BUY
|
- |
6.7K+ 1.26% |
$2.07M - $2.57M
|
539K
$200M
|
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
6.61KNew |
$2.04M - $2.54M
|
6.61K
$2.45M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.26K+ 41.32% |
$1.93M - $2.4M
|
21.4K
$7.93M
|
|
|
May 15, 2025
Q1 2025
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
6.1K+ 87.59% |
$1.88M - $2.34M
|
13.1K
$4.84M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.93K+ 454.68% |
$1.83M - $2.27M
|
7.23K
$2.68M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.77K+ 3.39% |
$1.78M - $2.21M
|
176K
$65.2M
|
|
|
May 14, 2025
Q1 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
5.28KNew |
$1.63M - $2.03M
|
5.28K
$1.96M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
5.18KNew |
$1.6M - $1.99M
|
5.18K
$1.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
5.08KNew |
$1.57M - $1.95M
|
5.08K
$1.88M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.03K+ 9.08% |
$1.55M - $1.93M
|
60.4K
$22.4M
|
|
|
May 15, 2025
Q1 2025
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
5KNew |
$1.54M - $1.92M
|
5K
$1.85M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
5KNew |
$1.54M - $1.92M
|
5K
$1.85M
|
|
|
May 12, 2025
Q1 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
4.98KNew |
$1.54M - $1.91M
|
4.98K
$1.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.83K+ 265.26% |
$1.49M - $1.85M
|
6.66K
$2.47M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.56K+ 13.05% |
$1.41M - $1.75M
|
39.5K
$14.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4.32K+ 198.3% |
$1.33M - $1.66M
|
6.5K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.22K+ 95.11% |
$1.3M - $1.62M
|
8.67K
$3.21M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.21K+ 26.62% |
$1.3M - $1.61M
|
20K
$7.41M
|
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
BUY
|
- |
4.16KNew |
$1.28M - $1.59M
|
4.16K
$1.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
4.08K+ 3.79% |
$1.26M - $1.57M
|
112K
$41.5M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.83K+ 58.25% |
$1.18M - $1.47M
|
10.4K
$3.86M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.75K+ 25.57% |
$1.16M - $1.44M
|
18.4K
$6.82M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.73K+ 29.01% |
$1.15M - $1.43M
|
16.6K
$6.15M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.72K+ 2.17% |
$1.15M - $1.43M
|
175K
$65M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
3.64KNew |
$1.13M - $1.4M
|
3.64K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
3.62K+ 6.63% |
$1.12M - $1.39M
|
58.3K
$21.6M
|
|
|
May 13, 2025
Q1 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
3.26K+ 250.77% |
$1.01M - $1.25M
|
4.56K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.19K+ 18.83% |
$984K - $1.22M
|
20.1K
$7.45M
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
3.18KNew |
$983K - $1.22M
|
3.18K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
3.03KNew |
$934K - $1.16M
|
3.03K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
3.01K+ 26.15% |
$930K - $1.15M
|
14.5K
$5.38M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.96K+ 2.56% |
$913K - $1.13M
|
118K
$43.8M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.96KNew |
$913K - $1.13M
|
2.96K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Silvant Capital Management LLC
|
BUY
|
- |
2.96K+ 23.18% |
$913K - $1.13M
|
15.7K
$5.82M
|