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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
907KNew |
$208M - $305M
|
907K
$335M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
90.8K+ 166.05% |
$20.9M - $30.5M
|
145K
$53.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
84.3KNew |
$19.4M - $28.3M
|
84.3K
$31.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
66.9KNew |
$15.4M - $22.5M
|
66.9K
$24.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
41.9K+ 1887.56% |
$9.62M - $14.1M
|
44.1K
$16.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
22.5KNew |
$5.17M - $7.55M
|
22.5K
$8.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Pinnbrook Capital Management LP
|
BUY
|
- |
15.3KNew |
$3.51M - $5.13M
|
15.3K
$5.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
14.7K+ 9865.1% |
$3.38M - $4.94M
|
14.8K
$5.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
14.1K+ 7.92% |
$3.24M - $4.74M
|
192K
$70.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
13.9K+ 4.33% |
$3.2M - $4.68M
|
336K
$124M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
13.4K+ 14.13% |
$3.08M - $4.5M
|
108K
$40M
|
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
12.9K+ 18.47% |
$2.96M - $4.33M
|
82.7K
$30.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
12K+ 2.31% |
$2.76M - $4.03M
|
532K
$197M
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
9.86KNew |
$2.27M - $3.31M
|
9.86K
$3.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
8.74K+ 27.47% |
$2.01M - $2.94M
|
40.6K
$15M
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
6.46KNew |
$1.49M - $2.17M
|
6.46K
$2.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
5.61KNew |
$1.29M - $1.89M
|
5.61K
$2.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
4.47KNew |
$1.03M - $1.5M
|
4.47K
$1.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
4.46KNew |
$1.03M - $1.5M
|
4.46K
$1.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
BUY
|
- |
3.68K+ 23.81% |
$846K - $1.24M
|
19.1K
$7.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
3.32KNew |
$764K - $1.12M
|
3.32K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
3K+ 29.29% |
$689K - $1.01M
|
13.2K
$4.88M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.42K+ 18.91% |
$556K - $812K
|
15.2K
$5.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
2.28K+ 58.81% |
$525K - $767K
|
6.17K
$2.28M
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
2K+ 1.7% |
$460K - $672K
|
120K
$44.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.82KNew |
$419K - $612K
|
1.82K
$673K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.72KNew |
$395K - $578K
|
1.72K
$635K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.72K+ 47.93% |
$394K - $576K
|
5.29K
$1.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.66K+ 149.64% |
$380K - $556K
|
2.76K
$1.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.65KNew |
$380K - $555K
|
1.65K
$610K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
1.61KNew |
$370K - $541K
|
1.61K
$594K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
1.55KNew |
$356K - $521K
|
1.55K
$573K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
1.55K+ 69.35% |
$356K - $521K
|
3.79K
$1.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.38K+ 4.64% |
$318K - $465K
|
31.2K
$11.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.38KNew |
$317K - $463K
|
1.38K
$509K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.37K+ 168.89% |
$314K - $460K
|
2.18K
$804K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
1.37KNew |
$314K - $459K
|
1.37K
$504K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
1.29KNew |
$297K - $434K
|
1.29K
$477K
|
|
|
Feb 04, 2025
Q4 2024
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
1.21KNew |
$277K - $405K
|
1.21K
$445K
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.1KNew |
$254K - $371K
|
1.1K
$408K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
1.09K+ 121.96% |
$251K - $367K
|
1.99K
$735K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.09K+ 39.23% |
$251K - $367K
|
3.88K
$1.43M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.02KNew |
$233K - $341K
|
1.02K
$375K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
986New |
$227K - $331K
|
986
$364K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
972+ 35.72% |
$223K - $327K
|
3.69K
$1.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
913New |
$210K - $307K
|
913
$337K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
909+ 22.79% |
$209K - $305K
|
4.9K
$1.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
898New |
$206K - $302K
|
898
$331K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
857New |
$197K - $288K
|
857
$316K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
847New |
$195K - $285K
|
847
$313K
|