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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.12KNew |
$318K - $436K
|
1.12K
$415K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 33.33% |
$283 - $389
|
4
$1.48K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
6New |
$1.7K - $2.33K
|
6
$2.22K
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-68- 11.07% |
$19.3K - $26.4K
|
546
$202K
|
|
|
Aug 13, 2025
Q2 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.6KNew |
$453K - $622K
|
1.6K
$593K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-56.4K- 77.72% |
$16M - $21.9M
|
16.2K
$5.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
626New |
$177K - $243K
|
626
$232K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
8New |
$2.27K - $3.11K
|
8
$2.96K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
23New |
$6.52K - $8.95K
|
23
$8.52K
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
- |
-1.54K- 37.17% |
$435K - $597K
|
2.6K
$962K
|
|
|
Aug 12, 2025
Q2 2025
|
John Armitage
Egerton Capital (Uk) LLP
|
SELL
|
- |
-38.7K- 4.45% |
$11M - $15.1M
|
833K
$309M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-390- 33.36% |
$110K - $152K
|
779
$289K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-331- 33.4% |
$93.8K - $129K
|
660
$245K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-204- 23.29% |
$57.8K - $79.3K
|
672
$249K
|
|
|
Aug 12, 2025
Q2 2025
|
Bullseye Asset Management LLC
Denver, CO |
SELL
|
- |
-11.1K- 90.95% |
$3.16M - $4.33M
|
1.11K
$411K
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
252+ 25.07% |
$71.4K - $98K
|
1.26K
$466K
|
|
|
Aug 12, 2025
Q2 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
591New |
$167K - $230K
|
591
$219K
|
|
|
Aug 12, 2025
Q2 2025
|
Eisler Capital Management Ltd.
London, X0 |
SELL
|
- |
-33K- 44.36% |
$9.35M - $12.8M
|
41.4K
$15.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
100New |
$28.3K - $38.9K
|
100
$37.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-37- 2.21% |
$10.5K - $14.4K
|
1.64K
$608K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
900+ 19.74% |
$255K - $350K
|
5.46K
$2.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4.37KNew |
$1.24M - $1.7M
|
4.37K
$1.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Thames Capital Management LLC
New York, NY |
BUY
|
- |
29KNew |
$8.2M - $11.3M
|
29K
$10.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-31- 3.98% |
$8.78K - $12.1K
|
747
$277K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
74New |
$21K - $28.8K
|
74
$27.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4+ 0.29% |
$1.13K - $1.56K
|
1.4K
$519K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
6New |
$1.7K - $2.33K
|
6
$2.22K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
5New |
$1.42K - $1.94K
|
5
$1.85K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
501New |
$142K - $195K
|
501
$186K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
BUY
|
- |
682+ 4.99% |
$193K - $265K
|
14.4K
$5.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
SELL
|
- |
-50- 4.28% |
$14.2K - $19.4K
|
1.12K
$414K
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
BUY
|
- |
591New |
$167K - $230K
|
591
$219K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
35+ 29.41% |
$9.92K - $13.6K
|
154
$57.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
18+ 138.46% |
$5.1K - $7K
|
31
$11.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
382+ 38.66% |
$108K - $149K
|
1.37K
$508K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 6.67% |
$283 - $389
|
14
$5.19K
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
SELL
|
- |
-39- 5.73% |
$11K - $15.2K
|
642
$238K
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
565New |
$160K - $220K
|
565
$209K
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-78- 11.84% |
$22.1K - $30.3K
|
581
$215K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
708+ 30.26% |
$201K - $275K
|
3.05K
$1.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
583New |
$165K - $227K
|
583
$216K
|
|
|
Aug 08, 2025
Q2 2025
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
570New |
$161K - $222K
|
570
$211K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
14New |
$3.97K - $5.45K
|
14
$5.19K
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.28KNew |
$646K - $886K
|
2.28K
$845K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-261- 29.39% |
$73.9K - $102K
|
627
$232K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
1.15KNew |
$326K - $447K
|
1.15K
$426K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
37New |
$10.5K - $14.4K
|
37
$13.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-7- 77.78% |
$1.98K - $2.72K
|
2
$741
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
535New |
$152K - $208K
|
535
$198K
|
|