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 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.93KNew |
$904K - $1.12M
|
2.93K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
2.9KNew |
$896K - $1.11M
|
2.9K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
2.88KNew |
$888K - $1.1M
|
2.88K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.86K+ 330.17% |
$882K - $1.09M
|
3.72K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
2.8K+ 16.97% |
$865K - $1.07M
|
19.3K
$7.15M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.54KNew |
$784K - $973K
|
2.54K
$941K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.52K+ 83.22% |
$778K - $966K
|
5.55K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.5K+ 155.85% |
$773K - $959K
|
4.11K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
2.42KNew |
$748K - $928K
|
2.42K
$897K
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
2.41KNew |
$743K - $922K
|
2.41K
$891K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.39K+ 0.55% |
$738K - $915K
|
437K
$162M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.35K+ 64.25% |
$726K - $900K
|
6.01K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
2.25KNew |
$696K - $864K
|
2.25K
$835K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.21K+ 45.19% |
$684K - $848K
|
7.11K
$2.63M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.21K+ 195.14% |
$682K - $847K
|
3.34K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.19K+ 14.08% |
$675K - $838K
|
17.7K
$6.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
2.16KNew |
$668K - $830K
|
2.16K
$802K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
2.16K+ 16.57% |
$666K - $826K
|
15.2K
$5.62M
|
|
|
May 09, 2025
Q1 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
2.13KNew |
$659K - $817K
|
2.13K
$790K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.13K+ 106350.0% |
$657K - $815K
|
2.13K
$789K
|
|
|
May 15, 2025
Q1 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
2.07KNew |
$638K - $792K
|
2.07K
$765K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.02KNew |
$624K - $774K
|
2.02K
$748K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2K+ 10.43% |
$618K - $767K
|
21.2K
$7.85M
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.94KNew |
$600K - $745K
|
1.94K
$720K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.91K+ 23.16% |
$590K - $732K
|
10.2K
$3.76M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.91KNew |
$590K - $732K
|
1.91K
$708K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.83K+ 325.0% |
$566K - $703K
|
2.4K
$888K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.7K+ 100.24% |
$526K - $652K
|
3.4K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.61K+ 4.86% |
$498K - $618K
|
34.7K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1.61K+ 1246.51% |
$497K - $616K
|
1.74K
$644K
|
|
|
May 13, 2025
Q1 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
1.58K+ 3.08% |
$486K - $604K
|
52.6K
$19.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.57KNew |
$484K - $601K
|
1.57K
$581K
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.49K+ 15.22% |
$460K - $570K
|
11.3K
$4.17M
|
|
|
May 15, 2025
Q1 2025
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
1.45KNew |
$449K - $557K
|
1.45K
$538K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.41K+ 18.6% |
$436K - $540K
|
8.99K
$3.33M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.41K+ 73.1% |
$434K - $539K
|
3.33K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.4K+ 33.07% |
$433K - $537K
|
5.64K
$2.09M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
1.36K+ 61.57% |
$419K - $520K
|
3.56K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.35K+ 291.38% |
$418K - $518K
|
1.82K
$673K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.27K+ 1.1% |
$392K - $486K
|
117K
$43.3M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.26K+ 21.96% |
$390K - $485K
|
7.02K
$2.6M
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1.26K+ 25120.0% |
$388K - $481K
|
1.26K
$467K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.23K+ 278.56% |
$381K - $473K
|
1.68K
$621K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
1.22K+ 117.53% |
$377K - $468K
|
2.26K
$837K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.21KNew |
$374K - $464K
|
1.21K
$448K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
1.21K+ 47.8% |
$372K - $462K
|
3.73K
$1.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.19KNew |
$368K - $457K
|
1.19K
$442K
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.19K+ 71.51% |
$368K - $456K
|
2.85K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
1.18K+ 6.53% |
$365K - $453K
|
19.3K
$7.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.18K+ 8.04% |
$365K - $453K
|
15.9K
$5.88M
|