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
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
526+ 0.52% |
$162K - $202K
|
101K
$37.5M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
522+ 3.68% |
$161K - $200K
|
14.7K
$5.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
520+ 29.73% |
$161K - $199K
|
2.27K
$841K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
517+ 16.89% |
$160K - $198K
|
3.58K
$1.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
511+ 102.2% |
$158K - $196K
|
1.01K
$375K
|
|
|
May 14, 2025
Q1 2025
|
Lts One Management LP
|
BUY
|
- |
500New |
$154K - $192K
|
500
$185K
|
|
|
May 14, 2025
Q1 2025
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
500New |
$154K - $192K
|
500
$185K
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
463New |
$143K - $177K
|
463
$172K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
453+ 3.43% |
$140K - $174K
|
13.7K
$5.07M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
452+ 3.49% |
$140K - $173K
|
13.4K
$4.97M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
445+ 70.19% |
$137K - $171K
|
1.08K
$400K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
415+ 1.5% |
$128K - $159K
|
28.2K
$10.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
409+ 16.5% |
$126K - $157K
|
2.89K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
400+ 1.53% |
$124K - $153K
|
26.5K
$9.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
397+ 5.01% |
$123K - $152K
|
8.33K
$3.08M
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
384+ 0.89% |
$119K - $147K
|
43.8K
$16.2M
|
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
380+ 158.33% |
$117K - $146K
|
620
$230K
|
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
376New |
$116K - $144K
|
376
$139K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
375New |
$116K - $144K
|
375
$139K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
371New |
$115K - $142K
|
371
$137K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
351+ 17.65% |
$108K - $135K
|
2.34K
$867K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
349+ 14.78% |
$108K - $134K
|
2.71K
$1M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
347+ 19.76% |
$107K - $133K
|
2.1K
$779K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
341+ 1.29% |
$105K - $131K
|
26.7K
$9.89M
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
340+ 7.37% |
$105K - $130K
|
4.95K
$1.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
320+ 30.98% |
$98.8K - $123K
|
1.35K
$501K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
312New |
$96.4K - $120K
|
312
$116K
|
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
310+ 3.75% |
$95.7K - $119K
|
8.58K
$3.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
307+ 10.69% |
$94.8K - $118K
|
3.18K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
305+ 0.27% |
$94.2K - $117K
|
114K
$42.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
305+ 8.67% |
$94.2K - $117K
|
3.82K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
300+ 23.08% |
$92.7K - $115K
|
1.6K
$593K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
297+ 29.26% |
$91.7K - $114K
|
1.31K
$486K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
295+ 30.35% |
$91.1K - $113K
|
1.27K
$469K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
292+ 7.59% |
$90.2K - $112K
|
4.14K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
288+ 8.9% |
$89K - $110K
|
3.53K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
284+ 2.4% |
$87.7K - $109K
|
12.1K
$4.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
276+ 1.91% |
$85.2K - $106K
|
14.7K
$5.45M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
276New |
$85.2K - $106K
|
276
$102K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
260+ 7.51% |
$80.3K - $99.7K
|
3.72K
$1.38M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
256New |
$79.1K - $98.1K
|
256
$94.8K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
226+ 10.53% |
$69.8K - $86.6K
|
2.37K
$879K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
225+ 0.61% |
$69.5K - $86.2K
|
36.8K
$13.6M
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
220+ 0.46% |
$68K - $84.3K
|
48K
$17.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
213+ 3.76% |
$65.8K - $81.6K
|
5.88K
$2.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
203New |
$62.7K - $77.8K
|
203
$75.2K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
201+ 14.87% |
$62.1K - $77K
|
1.55K
$575K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
199+ 0.37% |
$61.5K - $76.3K
|
54.7K
$20.2M
|
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
190+ 3.59% |
$58.7K - $72.8K
|
5.48K
$2.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
185New |
$57.1K - $70.9K
|
185
$68.5K
|