Purchases and Sales Made in Q4 2024 in Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
662New |
$152K - $222K
|
662
$248K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
657New |
$151K - $221K
|
657
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
651New |
$150K - $219K
|
651
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
650New |
$149K - $218K
|
650
$243K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
649New |
$149K - $218K
|
649
$243K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
641+ 15.24% |
$147K - $215K
|
4.85K
$1.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
641+ 60.64% |
$147K - $215K
|
1.7K
$635K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
641New |
$147K - $215K
|
641
$240K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
636New |
$146K - $214K
|
636
$238K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
633+ 5.13% |
$145K - $213K
|
13K
$4.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
629New |
$145K - $211K
|
629
$235K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
625+ 11.31% |
$144K - $210K
|
6.15K
$2.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
621New |
$143K - $209K
|
621
$232K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
577+ 2.84% |
$133K - $194K
|
20.9K
$7.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
572New |
$131K - $192K
|
572
$214K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
556+ 1.8% |
$128K - $187K
|
31.4K
$11.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
552+ 20.08% |
$127K - $185K
|
3.3K
$1.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
547+ 8.78% |
$126K - $184K
|
6.77K
$2.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
524+ 1.93% |
$120K - $176K
|
27.7K
$10.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
513+ 4.25% |
$118K - $172K
|
12.6K
$4.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
512New |
$118K - $172K
|
512
$192K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
512+ 6.9% |
$118K - $172K
|
7.93K
$2.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
500New |
$115K - $168K
|
500
$187K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
491+ 3.92% |
$113K - $165K
|
13K
$4.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
480+ 12.78% |
$110K - $161K
|
4.24K
$1.59M
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
421+ 5.03% |
$96.8K - $141K
|
8.79K
$3.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
389+ 18.29% |
$89.4K - $131K
|
2.52K
$942K
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
BUY
|
- |
371New |
$85.3K - $125K
|
371
$139K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
336+ 2.17% |
$77.2K - $113K
|
15.8K
$5.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
334+ 16.83% |
$76.8K - $112K
|
2.32K
$868K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
332New |
$76.3K - $112K
|
332
$124K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
331+ 34.02% |
$76.1K - $111K
|
1.3K
$488K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
330New |
$75.9K - $111K
|
330
$123K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
329+ 15.01% |
$75.6K - $111K
|
2.52K
$943K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
318+ 129.27% |
$73.1K - $107K
|
564
$211K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
316+ 3.99% |
$72.6K - $106K
|
8.23K
$3.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
300+ 1.98% |
$69K - $101K
|
15.4K
$5.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
300+ 26.11% |
$69K - $101K
|
1.45K
$542K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
298+ 31.53% |
$68.5K - $100K
|
1.24K
$465K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
286+ 1.34% |
$65.7K - $96.1K
|
21.7K
$8.12M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
285+ 4.65% |
$65.5K - $95.7K
|
6.42K
$2.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
284+ 17.73% |
$65.3K - $95.4K
|
1.89K
$706K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
283+ 45.5% |
$65K - $95.1K
|
905
$339K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
281+ 6.35% |
$64.6K - $94.4K
|
4.71K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
276+ 0.76% |
$63.4K - $92.7K
|
36.6K
$13.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
262+ 3.64% |
$60.2K - $88K
|
7.47K
$2.79M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
261+ 69.97% |
$60K - $87.7K
|
634
$237K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
241New |
$55.4K - $81K
|
241
$90.2K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
240New |
$55.2K - $80.6K
|
240
$89.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
233+ 1.42% |
$53.6K - $78.3K
|
16.6K
$6.22M
|