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 14, 2025
Q4 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-5.34K- 1.9% |
$1.23M - $1.79M
|
276K
$90.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-46.7K- 59.33% |
$10.7M - $15.7M
|
32K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
10.6KNew |
$2.44M - $3.56M
|
10.6K
$3.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
745+ 5.18% |
$171K - $250K
|
15.1K
$4.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
33.2K+ 136.95% |
$7.63M - $11.2M
|
57.4K
$18.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
CALL |
-2.6K- 44.83% |
$598K - $873K
|
3.2K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-4.01K- 52.28% |
$921K - $1.35M
|
3.66K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-4.57K- 12.11% |
$1.05M - $1.53M
|
33.1K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
2.91K+ 97.65% |
$669K - $977K
|
5.89K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
18.3K+ 9.25% |
$4.2M - $6.14M
|
216K
$70.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
37.6K+ 101.22% |
$8.64M - $12.6M
|
74.7K
$24.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Rivermont Capital Management LP
New York, NY |
BUY
|
- |
60.1KNew |
$13.8M - $20.2M
|
60.1K
$19.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
154+ 275.0% |
$35.4K - $51.7K
|
210
$68.9K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2New |
$460 - $672
|
2
$656
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-8- 0.67% |
$1.84K - $2.69K
|
1.18K
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
10.4KNew |
$2.4M - $3.51M
|
10.4K
$3.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
3.53KNew |
$812K - $1.19M
|
3.53K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
335K+ 540.21% |
$77.1M - $113M
|
398K
$130M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
157K+ 18.03% |
$36.1M - $52.7M
|
1.03M
$337M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
11.8K+ 10.37% |
$2.71M - $3.96M
|
126K
$41.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-5.33K- 41.26% |
$1.22M - $1.79M
|
7.58K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-36.9K- 79.04% |
$8.47M - $12.4M
|
9.77K
$3.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
8.95KNew |
$2.06M - $3.01M
|
8.95K
$2.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
4.13KNew |
$948K - $1.39M
|
4.13K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-384- 11.57% |
$88.3K - $129K
|
2.93K
$962K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-5.72K- 77.63% |
$1.32M - $1.92M
|
1.65K
$541K
|
|
|
Feb 14, 2025
Q4 2024
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
417KNew |
$95.8M - $140M
|
417K
$137M
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
129New |
$29.7K - $43.3K
|
129
$42.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
6.96KNew |
$1.6M - $2.34M
|
6.96K
$2.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Europe (London) LLP
London, X0 |
SELL
|
- |
-6.28K- 16.85% |
$1.44M - $2.11M
|
31K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
PUT |
-10.9K- 38.25% |
$2.51M - $3.66M
|
17.6K
$5.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-203K- 58.02% |
$46.7M - $68.3M
|
147K
$48.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Solel Partners LP
Boston, MA |
BUY
|
- |
87KNew |
$20M - $29.2M
|
87K
$28.5M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-10.6K- 5.42% |
$2.43M - $3.56M
|
185K
$60.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-21.8K- 33.6% |
$5.01M - $7.32M
|
43.1K
$14.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Daniel Loeb
Third Point LLC | New York, Ny
|
BUY
|
- |
170K+ 35.05% |
$39.1M - $57.1M
|
655K
$215M
|
|
|
Feb 14, 2025
Q4 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-311K- 69.36% |
$71.6M - $105M
|
138K
$45.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
5K+ 15.03% |
$1.15M - $1.68M
|
38.3K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-11.9K- 39.91% |
$2.73M - $4M
|
17.9K
$5.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-120K- 28.52% |
$27.5M - $40.2M
|
300K
$98.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-17.8K- 13.16% |
$4.09M - $5.98M
|
118K
$38.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Darlington Partners Capital Management, LP
Greenbrae, CA |
SELL
|
- |
-161K- 14.67% |
$37.1M - $54.2M
|
938K
$308M
|
|
|
Feb 14, 2025
Q4 2024
|
Eminence Capital, LP
New York, NY |
SELL
|
- |
-519K- 48.18% |
$119M - $174M
|
559K
$183M
|
|
|
Feb 14, 2025
Q4 2024
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-45.6K- 16.36% |
$10.5M - $15.3M
|
233K
$76.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-400- 16.25% |
$91.9K - $134K
|
2.06K
$676K
|
|
|
Feb 14, 2025
Q4 2024
|
Stephen Mandel
Lone Pine Capital LLC | Greenwich, Ct
|
SELL
|
- |
-257K- 11.81% |
$59.2M - $86.5M
|
1.92M
$630M
|
|
|
Feb 14, 2025
Q4 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
90.6K+ 18.24% |
$20.8M - $30.4M
|
588K
$193M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
60.2K+ 7.17% |
$13.8M - $20.2M
|
899K
$295M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
9.1K+ 91.92% |
$2.09M - $3.06M
|
19K
$6.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Palestra Capital Management LLC
New York, NY |
BUY
|
- |
328KNew |
$75.5M - $110M
|
328K
$108M
|