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 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
172+ 11.6% |
$53.1K - $65.9K
|
1.66K
$613K
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
170+ 10.83% |
$52.5K - $65.2K
|
1.74K
$645K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
168+ 13.59% |
$51.9K - $64.4K
|
1.4K
$520K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
167+ 1192.86% |
$51.6K - $64K
|
181
$67.1K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
166+ 2.69% |
$51.3K - $63.6K
|
6.33K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
164+ 241.18% |
$50.7K - $62.9K
|
232
$86K
|
|
|
May 08, 2025
Q1 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
162+ 16.1% |
$50K - $62.1K
|
1.17K
$433K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
158+ 17.46% |
$48.8K - $60.6K
|
1.06K
$394K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
156+ 8.85% |
$48.2K - $59.8K
|
1.92K
$711K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
148+ 7.9% |
$45.7K - $56.7K
|
2.02K
$749K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
144+ 0.51% |
$44.5K - $55.2K
|
28.4K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
143+ 1.14% |
$44.2K - $54.8K
|
12.7K
$4.71M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
139+ 16.41% |
$42.9K - $53.3K
|
986
$365K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
137New |
$42.3K - $52.5K
|
137
$50.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
130+ 8.79% |
$40.2K - $49.8K
|
1.61K
$596K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
127+ 18.25% |
$39.2K - $48.7K
|
823
$305K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
126+ 1.37% |
$38.9K - $48.3K
|
9.3K
$3.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
121+ 13.12% |
$37.4K - $46.4K
|
1.04K
$386K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
120+ 13.56% |
$37.1K - $46K
|
1.01K
$372K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
119+ 17.6% |
$36.8K - $45.6K
|
795
$295K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
119+ 3.6% |
$36.8K - $45.6K
|
3.42K
$1.27M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
117+ 11700.0% |
$36.1K - $44.8K
|
118
$43.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
113+ 1.81% |
$34.9K - $43.3K
|
6.35K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
BUY
|
- |
112+ 30.19% |
$34.6K - $42.9K
|
483
$179K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
103New |
$31.8K - $39.5K
|
103
$38.2K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
101+ 2.6% |
$31.2K - $38.7K
|
3.98K
$1.47M
|
|
|
Jul 14, 2025
Q1 2025
|
Argent Capital Management LLC
|
BUY
|
- |
99+ 0.52% |
$30.6K - $37.9K
|
19.2K
$7.13M
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
89+ 5.07% |
$27.5K - $34.1K
|
1.85K
$684K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
88+ 7.08% |
$27.2K - $33.7K
|
1.33K
$493K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
83+ 9.24% |
$25.6K - $31.8K
|
981
$363K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
82+ 54.67% |
$25.3K - $31.4K
|
232
$86K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
81New |
$25K - $31K
|
81
$30K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
81+ 9.26% |
$25K - $31K
|
956
$354K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
80New |
$24.7K - $30.7K
|
80
$29.6K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
80+ 10.91% |
$24.7K - $30.7K
|
813
$301K
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
80New |
$24.7K - $30.7K
|
80
$29.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
78+ 5.03% |
$24.1K - $29.9K
|
1.63K
$604K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
78+ 15.12% |
$24.1K - $29.9K
|
594
$220K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
75+ 8.21% |
$23.2K - $28.7K
|
988
$366K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
74+ 0.76% |
$22.9K - $28.4K
|
9.77K
$3.62M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
73+ 46.79% |
$22.5K - $28K
|
229
$84.8K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
72+ 4.67% |
$22.2K - $27.6K
|
1.61K
$598K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
71+ 1.87% |
$21.9K - $27.2K
|
3.86K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
69+ 9.39% |
$21.3K - $26.4K
|
804
$298K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
68+ 234.48% |
$21K - $26.1K
|
97
$35.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
68New |
$21K - $26.1K
|
68
$25.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
68+ 6.52% |
$21K - $26.1K
|
1.11K
$412K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
67+ 14.44% |
$20.7K - $25.7K
|
531
$197K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
64New |
$19.8K - $24.5K
|
64
$23.7K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
64+ 66.67% |
$19.8K - $24.5K
|
160
$59.3K
|