Latest Institutional Purchases of Lpl Financial Holdings Inc. (LPLA)
This list provides information on the latest institutional transactions involving Lpl Financial Holdings Inc. (LPLA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
66.9KNew |
$15.4M - $22.5M
|
66.9K
$24.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
41.9K+ 1887.56% |
$9.62M - $14.1M
|
44.1K
$16.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
22.5KNew |
$5.17M - $7.55M
|
22.5K
$8.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Pinnbrook Capital Management LP
|
BUY
|
- |
15.3KNew |
$3.51M - $5.13M
|
15.3K
$5.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
14.7K+ 9865.1% |
$3.38M - $4.94M
|
14.8K
$5.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
14.1K+ 7.92% |
$3.24M - $4.74M
|
192K
$70.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
13.4K+ 14.13% |
$3.08M - $4.5M
|
108K
$39.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
12.9K+ 18.47% |
$2.96M - $4.33M
|
82.7K
$30.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
9.86KNew |
$2.27M - $3.31M
|
9.86K
$3.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
6.46KNew |
$1.49M - $2.17M
|
6.46K
$2.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
4.47KNew |
$1.03M - $1.5M
|
4.47K
$1.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
4.46KNew |
$1.03M - $1.5M
|
4.46K
$1.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
BUY
|
- |
3.68K+ 23.81% |
$846K - $1.24M
|
19.1K
$7.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
3.32KNew |
$764K - $1.12M
|
3.32K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
3K+ 29.29% |
$689K - $1.01M
|
13.2K
$4.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.82KNew |
$419K - $612K
|
1.82K
$668K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.72K+ 47.93% |
$394K - $576K
|
5.29K
$1.94M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
1.61KNew |
$370K - $541K
|
1.61K
$591K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
1.55K+ 69.35% |
$356K - $521K
|
3.79K
$1.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.38K+ 4.64% |
$318K - $465K
|
31.2K
$11.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.37K+ 168.89% |
$314K - $460K
|
2.18K
$799K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
1.37KNew |
$314K - $459K
|
1.37K
$501K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
1.29KNew |
$297K - $434K
|
1.29K
$474K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
1.09K+ 121.96% |
$251K - $367K
|
1.99K
$730K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.09K+ 39.23% |
$251K - $367K
|
3.88K
$1.42M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.02KNew |
$233K - $341K
|
1.02K
$372K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
986New |
$227K - $331K
|
986
$362K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
972+ 35.72% |
$223K - $327K
|
3.69K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
898New |
$206K - $302K
|
898
$329K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
847New |
$195K - $285K
|
847
$311K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
801New |
$184K - $269K
|
801
$294K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
796New |
$183K - $267K
|
796
$292K
|
|
|
Jan 13, 2025
Q4 2024
|
Tt International Asset Management LTD
London, X0 |
BUY
|
- |
777+ 6.9% |
$179K - $261K
|
12K
$4.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
774New |
$178K - $260K
|
774
$284K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
746New |
$171K - $251K
|
746
$274K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
741New |
$170K - $249K
|
741
$272K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
714New |
$164K - $240K
|
714
$262K
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
697New |
$160K - $234K
|
697
$256K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
675New |
$155K - $227K
|
675
$248K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
662New |
$152K - $222K
|
662
$243K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
649New |
$149K - $218K
|
649
$238K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
641+ 60.64% |
$147K - $215K
|
1.7K
$623K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
641+ 15.24% |
$147K - $215K
|
4.85K
$1.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
636New |
$146K - $214K
|
636
$233K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
621New |
$143K - $209K
|
621
$228K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
572New |
$131K - $192K
|
572
$210K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
556+ 1.8% |
$128K - $187K
|
31.4K
$11.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
552+ 20.08% |
$127K - $185K
|
3.3K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
512+ 6.9% |
$118K - $172K
|
7.93K
$2.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
500New |
$115K - $168K
|
500
$183K
|