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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.22% |
$231 - $274
|
452
$152K
|
|
| Q4 2023 | |||||||
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
3.74KNew |
$786K - $898K
|
3.74K
$1.26M
|
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.09KNew |
$229K - $262K
|
1.09K
$368K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
154+ 41.62% |
$32.3K - $36.9K
|
524
$177K
|
|
|
Feb 15, 2024
Q4 2023
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
1.11KNew |
$233K - $266K
|
1.11K
$374K
|
|
|
Feb 14, 2024
Q4 2023
|
Hst Ventures, LLC
|
SELL
|
- |
-10.4K- 54.01% |
$2.18M - $2.49M
|
8.84K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Thames Capital Management LLC
New York, NY |
SELL
|
- |
-10.8K- 46.14% |
$2.28M - $2.6M
|
12.7K
$4.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-30.8K- 50.81% |
$6.46M - $7.37M
|
29.8K
$10M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
18.8KNew |
$3.95M - $4.51M
|
18.8K
$6.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.01KNew |
$631K - $721K
|
3.01K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-122- 2.01% |
$25.6K - $29.3K
|
5.93K
$2M
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-30.7K- 28.97% |
$6.44M - $7.35M
|
75.2K
$25.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
17.2KNew |
$3.62M - $4.13M
|
17.2K
$5.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
6KNew |
$1.26M - $1.44M
|
6K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
9.63KNew |
$2.02M - $2.31M
|
9.63K
$3.25M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-2.4K- 97.84% |
$504K - $575K
|
53
$17.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
1.36KNew |
$285K - $325K
|
1.36K
$457K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
84New |
$17.6K - $20.1K
|
84
$28.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3.49KNew |
$732K - $837K
|
3.49K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
996New |
$209K - $239K
|
996
$336K
|
|
|
Feb 13, 2024
Q4 2023
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-24.4K- 28.65% |
$5.11M - $5.84M
|
60.7K
$20.4M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
3New |
$630 - $719
|
3
$1.01K
|
|
|
Feb 13, 2024
Q4 2023
|
Gcm Grosvenor Holdings, LLC
Chicago, IL |
BUY
|
- |
13K+ 12.35% |
$2.73M - $3.12M
|
118K
$39.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.27K- 30.34% |
$267K - $305K
|
2.92K
$983K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
395+ 4.59% |
$82.9K - $94.7K
|
9K
$3.03M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-279- 11.62% |
$58.6K - $66.9K
|
2.12K
$715K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
21New |
$4.41K - $5.04K
|
21
$7.07K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
471New |
$98.9K - $113K
|
471
$159K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
2+ 5.0% |
$420 - $480
|
42
$14.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-6.67K- 30.34% |
$1.4M - $1.6M
|
15.3K
$5.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
15New |
$3.15K - $3.6K
|
15
$5.05K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
1.11KNew |
$234K - $267K
|
1.11K
$375K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
18New |
$3.78K - $4.32K
|
18
$6.06K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.55K- 32.66% |
$325K - $371K
|
3.19K
$1.07M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12- 0.83% |
$2.52K - $2.88K
|
1.44K
$484K
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-1.27K- 10.48% |
$267K - $305K
|
10.8K
$3.65M
|
|
|
Feb 01, 2024
Q4 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
750+ 37.5% |
$157K - $180K
|
2.75K
$926K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
6+ 1.36% |
$1.26K - $1.44K
|
446
$150K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-14- 63.64% |
$2.94K - $3.36K
|
8
$2.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.88KNew |
$604K - $690K
|
2.88K
$970K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
322New |
$67.6K - $77.2K
|
322
$108K
|
|
|
Jan 29, 2024
Q4 2023
|
Aquila Investment Management LLC
|
SELL
|
- |
-2K- 25.0% |
$420K - $480K
|
6K
$2.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-109- 1.75% |
$22.9K - $26.1K
|
6.12K
$2.06M
|
|
|
Jan 26, 2024
Q4 2023
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-2.3K- 28.79% |
$483K - $551K
|
5.69K
$1.92M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
52New |
$10.9K - $12.5K
|
52
$17.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.22KNew |
$256K - $293K
|
1.22K
$411K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
17New |
$3.57K - $4.08K
|
17
$5.73K
|
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-32- 3.08% |
$6.72K - $7.67K
|
1.01K
$340K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-10- 58.82% |
$2.1K - $2.4K
|
7
$2.36K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
36New |
$7.56K - $8.63K
|
36
$12.1K
|
|