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
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-8.39K- 31.67% |
$1.93M - $2.82M
|
18.1K
$5.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Southpoint Capital Advisors LP
New York, NY |
SELL
|
- |
-150K- 20.0% |
$34.5M - $50.4M
|
600K
$197M
|
|
|
Feb 14, 2025
Q4 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
3.37K+ 26.18% |
$773K - $1.13M
|
16.2K
$5.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
2.45KNew |
$562K - $822K
|
2.45K
$802K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
36.2K+ 503.13% |
$8.31M - $12.1M
|
43.3K
$14.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
PUT |
-19.7K- 65.45% |
$4.53M - $6.62M
|
10.4K
$3.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
3.7KNew |
$850K - $1.24M
|
3.7K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
276+ 0.76% |
$63.4K - $92.7K
|
36.6K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-203- 18.03% |
$46.7K - $68.2K
|
923
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
332New |
$76.3K - $112K
|
332
$109K
|
|
|
Feb 14, 2025
Q4 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
1.85K+ 14.83% |
$425K - $621K
|
14.3K
$4.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-43.9K- 29.6% |
$10.1M - $14.8M
|
105K
$34.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
650New |
$149K - $218K
|
650
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Aviva PLC
|
SELL
|
- |
-35.7K- 44.17% |
$8.21M - $12M
|
45.1K
$14.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mig Capital, LLC
Newport Beach, CA |
BUY
|
- |
1.03KNew |
$236K - $345K
|
1.03K
$336K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-29.5K- 30.98% |
$6.78M - $9.91M
|
65.7K
$21.6M
|
|
|
Feb 13, 2025
Q4 2024
|
2 Xideas Ag
Pfaffikon, V8 |
BUY
|
- |
17.6K+ 63.85% |
$4.04M - $5.9M
|
45.1K
$14.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.01% |
$460 - $672
|
13.6K
$4.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-8- 5.71% |
$1.84K - $2.69K
|
132
$43.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
19.1K+ 46.9% |
$4.4M - $6.42M
|
59.9K
$19.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
284+ 17.73% |
$65.3K - $95.4K
|
1.89K
$618K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
802+ 7.26% |
$184K - $269K
|
11.8K
$3.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-105K- 10.72% |
$24.1M - $35.2M
|
872K
$286M
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-2- 1.18% |
$460 - $672
|
167
$54.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.56K- 83.43% |
$1.97M - $2.88M
|
1.7K
$558K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.71K+ 128.97% |
$392K - $573K
|
3.03K
$993K
|
|
|
Feb 13, 2025
Q4 2024
|
Employees Retirement System Of Texas
|
BUY
|
- |
63.1K+ 37.47% |
$14.5M - $21.2M
|
232K
$75.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
39.5K+ 790.0% |
$9.08M - $13.3M
|
44.5K
$14.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-27.9K- 21.7% |
$6.42M - $9.38M
|
101K
$33M
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
746New |
$171K - $251K
|
746
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-700- 1.37% |
$161K - $235K
|
50.3K
$16.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
111+ 0.56% |
$25.5K - $37.3K
|
20K
$6.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
9.84K+ 110.65% |
$2.26M - $3.31M
|
18.7K
$6.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
45.5K+ 5.68% |
$10.5M - $15.3M
|
846K
$277M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
149+ 2.39% |
$34.2K - $50.1K
|
6.39K
$2.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.1% |
$230 - $336
|
1.01K
$332K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4- 10.26% |
$919 - $1.34K
|
35
$11.5K
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
SELL
|
- |
-670- 7.5% |
$154K - $225K
|
8.27K
$2.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
657New |
$151K - $221K
|
657
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-181- 8.35% |
$41.6K - $60.8K
|
1.99K
$651K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-53- 35.57% |
$12.2K - $17.8K
|
96
$31.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
629New |
$145K - $211K
|
629
$206K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.69KNew |
$848K - $1.24M
|
3.69K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-63.3K- 54.66% |
$14.5M - $21.3M
|
52.5K
$17.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
801New |
$184K - $269K
|
801
$263K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.97K+ 47.03% |
$1.14M - $1.67M
|
15.5K
$5.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8- 0.31% |
$1.84K - $2.69K
|
2.56K
$838K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.56K- 30.76% |
$359K - $525K
|
3.52K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-1.1K- 3.38% |
$253K - $370K
|
31.5K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-204- 20.82% |
$46.9K - $68.5K
|
776
$254K
|