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 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.14K+ 5.36% |
$353K - $439K
|
22.5K
$8.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
1.13K+ 25.35% |
$350K - $435K
|
5.61K
$2.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.11K+ 7.53% |
$344K - $427K
|
15.9K
$5.89M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
1.11K+ 5.29% |
$342K - $424K
|
22K
$8.15M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.1K+ 16.04% |
$341K - $423K
|
7.99K
$2.96M
|
|
|
May 08, 2025
Q1 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
1.1K+ 110.0% |
$340K - $422K
|
2.1K
$778K
|
|
|
May 13, 2025
Q1 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
1.1K+ 4.88% |
$339K - $421K
|
23.6K
$8.74M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.1K+ 18.61% |
$339K - $421K
|
6.99K
$2.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.09K+ 2319.15% |
$337K - $418K
|
1.14K
$421K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.09K+ 0.52% |
$336K - $417K
|
209K
$77.5M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.06K+ 42.71% |
$326K - $404K
|
3.53K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.04K+ 8.27% |
$322K - $400K
|
13.7K
$5.06M
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.04KNew |
$320K - $397K
|
1.04K
$383K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
1.03K+ 63.98% |
$318K - $395K
|
2.64K
$978K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.02KNew |
$314K - $389K
|
1.02K
$376K
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.01KNew |
$312K - $387K
|
1.01K
$374K
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
991New |
$306K - $380K
|
991
$367K
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
962New |
$297K - $369K
|
962
$356K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
949New |
$293K - $364K
|
949
$352K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
941+ 4.68% |
$291K - $361K
|
21K
$7.79M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
937+ 2.0% |
$289K - $359K
|
47.7K
$17.7M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
902+ 48.08% |
$279K - $346K
|
2.78K
$1.03M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
888New |
$274K - $340K
|
888
$329K
|
|
|
May 15, 2025
Q1 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
886+ 42.99% |
$274K - $340K
|
2.95K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
859New |
$265K - $329K
|
859
$318K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
852New |
$263K - $327K
|
852
$316K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
829+ 12.24% |
$256K - $318K
|
7.6K
$2.82M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
794+ 21.82% |
$245K - $304K
|
4.43K
$1.64M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
791New |
$244K - $303K
|
791
$293K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
791New |
$244K - $303K
|
791
$293K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
788+ 58.94% |
$243K - $302K
|
2.13K
$787K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
771New |
$238K - $296K
|
771
$286K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
753New |
$233K - $289K
|
753
$279K
|
|
|
May 15, 2025
Q1 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
753+ 57.09% |
$233K - $289K
|
2.07K
$768K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
733+ 38.87% |
$226K - $281K
|
2.62K
$970K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
718New |
$222K - $275K
|
718
$266K
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
701+ 4.54% |
$217K - $269K
|
16.1K
$5.97M
|
|
|
May 14, 2025
Q1 2025
|
Bain Capital Public Equity, LP
Boston, MA |
BUY
|
- |
692New |
$214K - $265K
|
692
$256K
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
681New |
$210K - $261K
|
681
$252K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
654New |
$202K - $251K
|
654
$242K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
648+ 111.92% |
$200K - $248K
|
1.23K
$455K
|
|
|
May 14, 2025
Q1 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
646+ 7.72% |
$200K - $248K
|
9.02K
$3.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
626New |
$193K - $240K
|
626
$232K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
614+ 1395.45% |
$190K - $235K
|
658
$244K
|
|
|
May 12, 2025
Q1 2025
|
Donoghue Forlines LLC
|
BUY
|
- |
591+ 9.14% |
$183K - $227K
|
7.05K
$2.61M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
588+ 52.83% |
$182K - $225K
|
1.7K
$630K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
576+ 30.97% |
$178K - $221K
|
2.44K
$902K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
562+ 11.42% |
$174K - $215K
|
5.48K
$2.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
552+ 7.39% |
$170K - $212K
|
8.02K
$2.97M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
529+ 2.22% |
$163K - $203K
|
24.4K
$9.03M
|