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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
985New |
$227K - $270K
|
985
$332K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-469- 7.59% |
$108K - $128K
|
5.71K
$1.92M
|
|
|
May 15, 2024
Q1 2024
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-270- 6.23% |
$62.3K - $73.9K
|
4.07K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.9KNew |
$438K - $520K
|
1.9K
$640K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-30- 7.71% |
$6.92K - $8.21K
|
359
$121K
|
|
|
May 14, 2024
Q1 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
14+ 10.69% |
$3.23K - $3.83K
|
145
$48.8K
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.13KNew |
$1.41M - $1.68M
|
6.13K
$2.06M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
838+ 11.18% |
$193K - $229K
|
8.34K
$2.81M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.15KNew |
$728K - $863K
|
3.15K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
207+ 9.61% |
$47.8K - $56.7K
|
2.36K
$795K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
37New |
$8.54K - $10.1K
|
37
$12.5K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
138New |
$31.8K - $37.8K
|
138
$46.5K
|
|
|
May 13, 2024
Q1 2024
|
Seven Eight Capital, LP
|
SELL
|
- |
-6.94K- 65.66% |
$1.6M - $1.9M
|
3.63K
$1.22M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
24New |
$5.54K - $6.57K
|
24
$8.09K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-18- 1.41% |
$4.15K - $4.93K
|
1.26K
$423K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.87K- 99.84% |
$431K - $511K
|
3
$1.01K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
92New |
$21.2K - $25.2K
|
92
$31K
|
|
|
May 10, 2024
Q1 2024
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.03K+ 135.29% |
$1.16M - $1.38M
|
8.74K
$2.94M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
526+ 27.32% |
$121K - $144K
|
2.45K
$826K
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
166+ 2.9% |
$38.3K - $45.4K
|
5.9K
$1.99M
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
15+ 0.33% |
$3.46K - $4.11K
|
4.6K
$1.55M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-15.3K- 11.77% |
$3.52M - $4.18M
|
115K
$38.6M
|
|
|
May 10, 2024
Q1 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-1.42K- 52.83% |
$327K - $388K
|
1.27K
$426K
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.94KNew |
$1.14M - $1.35M
|
4.94K
$1.67M
|
|
|
May 10, 2024
Q1 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
4.5K+ 105.63% |
$1.04M - $1.23M
|
8.76K
$2.95M
|
|
|
May 09, 2024
Q1 2024
|
Parnassus Investments, LLC
|
BUY
|
- |
25.2K+ 79.62% |
$5.81M - $6.9M
|
56.8K
$19.1M
|
|
|
May 09, 2024
Q1 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
3.22KNew |
$743K - $882K
|
3.22K
$1.09M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-3- 50.0% |
$692 - $821
|
3
$1.01K
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
770New |
$178K - $211K
|
770
$259K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
4New |
$923 - $1.1K
|
4
$1.35K
|
|
|
May 08, 2024
Q1 2024
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
- |
12.9KNew |
$2.98M - $3.53M
|
12.9K
$4.35M
|
|
|
May 08, 2024
Q1 2024
|
Schwab Charitable Fund
|
BUY
|
- |
1KNew |
$231K - $274K
|
1K
$337K
|
|
|
May 07, 2024
Q1 2024
|
12 West Capital Management LP
New York, NY |
BUY
|
- |
30.3KNew |
$6.99M - $8.3M
|
30.3K
$10.2M
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
751New |
$173K - $206K
|
751
$253K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
4New |
$923 - $1.1K
|
4
$1.35K
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
2.18KNew |
$503K - $597K
|
2.18K
$734K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
157+ 11.17% |
$36.2K - $43K
|
1.56K
$527K
|
|
|
Apr 30, 2024
Q1 2024
|
Silvant Capital Management LLC
|
BUY
|
- |
2.52K+ 24.67% |
$582K - $690K
|
12.7K
$4.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$231 - $274
|
1
$337
|
|
|
Apr 29, 2024
Q1 2024
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-49- 4.84% |
$11.3K - $13.4K
|
963
$324K
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
3.22KNew |
$743K - $881K
|
3.22K
$1.08M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
324+ 64.8% |
$74.8K - $88.7K
|
824
$278K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.67KNew |
$386K - $458K
|
1.67K
$564K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
7+ 15.56% |
$1.62K - $1.92K
|
52
$17.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-6.44K- 31.9% |
$1.49M - $1.76M
|
13.8K
$4.63M
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-858- 34.2% |
$198K - $235K
|
1.65K
$556K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-87- 5.42% |
$20.1K - $23.8K
|
1.52K
$511K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5New |
$1.15K - $1.37K
|
5
$1.68K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
7New |
$1.62K - $1.92K
|
7
$2.36K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
23New |
$5.31K - $6.3K
|
23
$7.75K
|