Latest Institutional Transactions on Lpl Financial Holdings Inc. (LPLA)
This table provides information on the latest institutional transactions involving Lpl Financial Holdings Inc. (LPLA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
842+ 2.82% |
$263K - $319K
|
30.7K
$11.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
2.2K+ 96.24% |
$687K - $834K
|
4.49K
$1.66M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-37.7K- 23.19% |
$11.8M - $14.3M
|
125K
$46.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
37New |
$11.6K - $14K
|
37
$13.7K
|
|
|
Jan 15, 2026
Q4 2025
|
Birch Financial Group, LLC
Keene, NH |
SELL
|
- |
-13- 1.95% |
$4.06K - $4.93K
|
654
$242K
|
|
|
Jan 15, 2026
Q4 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
10+ 0.83% |
$3.12K - $3.79K
|
1.21K
$448K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.73K+ 67.12% |
$851K - $1.03M
|
6.79K
$2.51M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-7- 22.58% |
$2.19K - $2.65K
|
24
$8.89K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
467New |
$146K - $177K
|
467
$173K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
31+ 4.11% |
$9.68K - $11.7K
|
785
$291K
|
|
|
Jan 14, 2026
Q4 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-51- 0.28% |
$15.9K - $19.3K
|
17.9K
$6.63M
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-291- 8.65% |
$90.8K - $110K
|
3.07K
$1.14M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
661New |
$206K - $250K
|
661
$245K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-203- 10.12% |
$63.4K - $76.9K
|
1.8K
$668K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
6+ 0.63% |
$1.87K - $2.27K
|
959
$355K
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
28.3K+ 12.66% |
$8.82M - $10.7M
|
251K
$93.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-324- 63.53% |
$101K - $123K
|
186
$68.9K
|
|
|
Jan 13, 2026
Q4 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
36+ 163.64% |
$11.2K - $13.6K
|
58
$21.5K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
19+ 28.36% |
$5.93K - $7.2K
|
86
$31.9K
|
|
|
Jan 13, 2026
Q4 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-3.64K- 3.44% |
$1.14M - $1.38M
|
102K
$37.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-2- 0.25% |
$624 - $758
|
803
$298K
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
2.44K+ 43.45% |
$760K - $923K
|
8.04K
$2.98M
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
179+ 0.63% |
$55.9K - $67.8K
|
28.6K
$10.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
118+ 8.13% |
$36.8K - $44.7K
|
1.57K
$582K
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
681New |
$213K - $258K
|
681
$252K
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1+ 0.16% |
$312 - $379
|
637
$236K
|
|
|
Jan 12, 2026
Q4 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
816+ 38.86% |
$255K - $309K
|
2.92K
$1.08M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
245+ 11.31% |
$76.5K - $92.8K
|
2.41K
$893K
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-207- 9.77% |
$64.6K - $78.4K
|
1.91K
$708K
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-6- 0.82% |
$1.87K - $2.27K
|
726
$269K
|
|
|
Jan 12, 2026
Q4 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
3.07K+ 159.67% |
$959K - $1.16M
|
5K
$1.85M
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
26.5K+ 1103.16% |
$8.28M - $10M
|
28.9K
$10.7M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
84+ 1.45% |
$26.2K - $31.8K
|
5.87K
$2.18M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1+ 20.0% |
$312 - $379
|
6
$2.22K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
758+ 10.42% |
$237K - $287K
|
8.03K
$2.98M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-8- 0.49% |
$2.5K - $3.03K
|
1.63K
$602K
|
|
|
Jan 08, 2026
Q4 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
536+ 5.6% |
$167K - $203K
|
10.1K
$3.74M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-377- 4.51% |
$118K - $143K
|
7.98K
$2.96M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
61+ 1.1% |
$19K - $23.1K
|
5.6K
$2.08M
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2- 18.18% |
$624 - $758
|
9
$3.34K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
77+ 1.66% |
$24K - $29.2K
|
4.71K
$1.75M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3+ 0.33% |
$937 - $1.14K
|
918
$340K
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
80+ 2.98% |
$25K - $30.3K
|
2.77K
$1.03M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-143- 10.75% |
$44.6K - $54.2K
|
1.19K
$440K
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
74+ 5.46% |
$23.1K - $28K
|
1.43K
$530K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6- 7.59% |
$1.87K - $2.27K
|
73
$27.1K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
596New |
$186K - $226K
|
596
$221K
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-659- 32.21% |
$206K - $250K
|
1.39K
$514K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-290- 13.18% |
$90.5K - $110K
|
1.91K
$708K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1+ 0.15% |
$312 - $379
|
679
$252K
|
|