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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.53K- 43.97% |
$351K - $513K
|
1.95K
$660K
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
2+ 0.13% |
$460 - $672
|
1.54K
$523K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-878- 1.26% |
$202K - $295K
|
68.8K
$23.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.65KNew |
$380K - $555K
|
1.65K
$560K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.09K- 7.17% |
$251K - $367K
|
14.1K
$4.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
1.21KNew |
$277K - $405K
|
1.21K
$409K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
512New |
$118K - $172K
|
512
$174K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
1.55KNew |
$356K - $521K
|
1.55K
$526K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
677New |
$156K - $227K
|
677
$230K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
30+ 2.06% |
$6.9K - $10.1K
|
1.48K
$503K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-500- 2.54% |
$115K - $168K
|
19.2K
$6.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1+ 0.09% |
$230 - $336
|
1.06K
$361K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
702New |
$161K - $236K
|
702
$238K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-10.9K- 37.25% |
$2.51M - $3.67M
|
18.4K
$6.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
21New |
$4.83K - $7.05K
|
21
$7.12K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
47+ 12.21% |
$10.8K - $15.8K
|
432
$147K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-198- 8.37% |
$45.5K - $66.5K
|
2.17K
$736K
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-2.14K- 60.25% |
$492K - $719K
|
1.41K
$479K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
66.9KNew |
$15.4M - $22.5M
|
66.9K
$22.7M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-80- 0.29% |
$18.4K - $26.9K
|
27.3K
$9.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-842- 32.99% |
$194K - $283K
|
1.71K
$580K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
233+ 1.42% |
$53.6K - $78.3K
|
16.6K
$5.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
14.1K+ 7.92% |
$3.24M - $4.74M
|
192K
$65.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
552+ 20.08% |
$127K - $185K
|
3.3K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Pinnbrook Capital Management LP
|
BUY
|
- |
15.3KNew |
$3.51M - $5.13M
|
15.3K
$5.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
19+ 0.92% |
$4.37K - $6.38K
|
2.09K
$710K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
334+ 16.83% |
$76.8K - $112K
|
2.32K
$786K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4New |
$919 - $1.34K
|
4
$1.36K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.5K- 5.6% |
$575K - $840K
|
42.1K
$14.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
1.55K+ 69.35% |
$356K - $521K
|
3.79K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
572New |
$131K - $192K
|
572
$194K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10- 3.53% |
$2.3K - $3.36K
|
273
$92.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-733- 2.7% |
$168K - $246K
|
26.4K
$8.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
913New |
$210K - $307K
|
913
$310K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
329+ 15.01% |
$75.6K - $111K
|
2.52K
$855K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
556+ 1.8% |
$128K - $187K
|
31.4K
$10.6M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
7+ 0.81% |
$1.61K - $2.35K
|
875
$297K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-767- 94.23% |
$176K - $258K
|
47
$15.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.37K- 4.13% |
$1M - $1.47M
|
101K
$34.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.26K- 14.56% |
$289K - $422K
|
7.38K
$2.5M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-94- 1.29% |
$21.6K - $31.6K
|
7.18K
$2.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-95- 16.99% |
$21.8K - $31.9K
|
464
$157K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
95+ 9.94% |
$21.8K - $31.9K
|
1.05K
$356K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
10New |
$2.3K - $3.36K
|
10
$3.39K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1New |
$230 - $336
|
1
$339
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.82KNew |
$419K - $612K
|
1.82K
$618K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
746New |
$171K - $251K
|
746
$253K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.12% |
$230 - $336
|
866
$294K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1- 12.5% |
$230 - $336
|
7
$2.37K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-2.59K- 7.11% |
$594K - $869K
|
33.8K
$11.5M
|