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 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
61+ 2.15% |
$18.8K - $23.4K
|
2.9K
$1.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
59+ 2.05% |
$18.2K - $22.6K
|
2.94K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
56+ 116.67% |
$17.3K - $21.5K
|
104
$38.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
55+ 2.22% |
$17K - $21.1K
|
2.53K
$939K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
54New |
$16.7K - $20.7K
|
54
$20K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
54+ 8.7% |
$16.7K - $20.7K
|
675
$250K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
51+ 1.93% |
$15.8K - $19.5K
|
2.7K
$1M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
50+ 0.54% |
$15.4K - $19.2K
|
9.4K
$3.48M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
50+ 9.9% |
$15.4K - $19.2K
|
555
$206K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
48+ 123.08% |
$14.8K - $18.4K
|
87
$32.2K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
44+ 1.56% |
$13.6K - $16.9K
|
2.87K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
42+ 5.04% |
$13K - $16.1K
|
876
$325K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
40+ 173.91% |
$12.4K - $15.3K
|
63
$23.3K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
39+ 63.93% |
$12K - $14.9K
|
100
$37K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
38+ 4.91% |
$11.7K - $14.6K
|
812
$301K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
36+ 33.33% |
$11.1K - $13.8K
|
144
$53.3K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
35+ 2.01% |
$10.8K - $13.4K
|
1.77K
$657K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
34+ 3400.0% |
$10.5K - $13K
|
35
$13K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
31New |
$9.57K - $11.9K
|
31
$11.5K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
30+ 1500.0% |
$9.27K - $11.5K
|
32
$11.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
29+ 1.6% |
$8.96K - $11.1K
|
1.84K
$682K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
29+ 14.5% |
$8.96K - $11.1K
|
229
$84.8K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
29New |
$8.96K - $11.1K
|
29
$10.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
28+ 19.18% |
$8.65K - $10.7K
|
174
$64.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
28+ 1.77% |
$8.65K - $10.7K
|
1.61K
$595K
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
26+ 3.73% |
$8.03K - $9.97K
|
723
$268K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
25+ 0.14% |
$7.72K - $9.58K
|
18.1K
$6.69M
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
24+ 0.71% |
$7.41K - $9.2K
|
3.41K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
24+ 2.0% |
$7.41K - $9.2K
|
1.23K
$455K
|
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
22+ 0.34% |
$6.8K - $8.43K
|
6.44K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21+ 12.88% |
$6.49K - $8.05K
|
184
$68.2K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
20New |
$6.18K - $7.67K
|
20
$7.41K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
20+ 0.29% |
$6.18K - $7.67K
|
6.86K
$2.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
20+ 90.91% |
$6.18K - $7.67K
|
42
$15.6K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
20+ 10.1% |
$6.18K - $7.67K
|
218
$80.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
18+ 90.0% |
$5.56K - $6.9K
|
38
$14.1K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
17+ 1.23% |
$5.25K - $6.52K
|
1.4K
$517K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
16+ 1.62% |
$4.94K - $6.13K
|
1K
$372K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
16+ 4.71% |
$4.94K - $6.13K
|
356
$132K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
15+ 62.5% |
$4.63K - $5.75K
|
39
$14.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
15+ 0.84% |
$4.63K - $5.75K
|
1.8K
$666K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
15New |
$4.63K - $5.75K
|
15
$5.56K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
14+ 26.42% |
$4.32K - $5.37K
|
67
$24.8K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
13New |
$4.02K - $4.98K
|
13
$4.82K
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
13+ 2.13% |
$4.02K - $4.98K
|
624
$231K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
13+ 0.08% |
$4.02K - $4.98K
|
15.5K
$5.74M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
12+ 1.87% |
$3.71K - $4.6K
|
653
$242K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
11New |
$3.4K - $4.22K
|
11
$4.08K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
11+ 183.33% |
$3.4K - $4.22K
|
17
$6.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
9+ 0.41% |
$2.78K - $3.45K
|
2.2K
$815K
|