Latest Institutional Purchases of Lpl Financial Holdings Inc. (LPLA)

LPLA Quotes by TradingView

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
Apr 26, 2024 Q1 2024
Systm Wealth Solutions LLC

Chicago, IL
BUY
 -
324
+ 64.8%
$74.8K - $88.7K
824 $304K
May 13, 2024 Q1 2024
Xtx Topco LTD

London, X0
BUY
 -
207
+ 9.61%
$47.8K - $56.7K
2.36K $871K
May 10, 2024 Q1 2024
Van Leeuwen & Company, LLC

Princeton, NJ
BUY
 -
166
+ 2.9%
$38.3K - $45.4K
5.9K $2.18M
May 01, 2024 Q1 2024
Lincoln National Corp

BUY
 -
157
+ 11.17%
$36.2K - $43K
1.56K $577K
May 13, 2024 Q1 2024
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
138
New
$31.8K - $37.8K
138 $50.9K
May 14, 2024 Q1 2024
Schroder Investment Management Group

London, X0
BUY
 -
97
+ 2.44%
$22.4K - $26.6K
4.08K $1.51M
May 13, 2024 Q1 2024
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
92
New
$21.2K - $25.2K
92 $34K
May 13, 2024 Q1 2024
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
37
New
$8.54K - $10.1K
37 $13.7K
May 13, 2024 Q1 2024
Financial Gravity Asset Management, Inc.

BUY
 -
24
New
$5.54K - $6.57K
24 $8.86K
Apr 16, 2024 Q1 2024
Pinnacle Bancorp, Inc.

BUY
 -
23
New
$5.31K - $6.3K
23 $8.49K
May 14, 2024 Q1 2024
Gladius Capital Management LP

Chicago, IL
BUY
 -
14
+ 10.69%
$3.23K - $3.83K
145 $53.5K
Apr 23, 2024 Q1 2024
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
7
+ 15.56%
$1.62K - $1.92K
52 $19.2K
Apr 18, 2024 Q1 2024
Piscataqua Savings Bank

BUY
 -
7
New
$1.62K - $1.92K
7 $2.58K
Apr 19, 2024 Q1 2024
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
5
New
$1.15K - $1.37K
5 $1.85K
May 08, 2024 Q1 2024
Winthrop Capital Management, LLC

Carmel, IN
BUY
 -
4
New
$923 - $1.1K
4 $1.48K
May 03, 2024 Q1 2024
Richardson Financial Services Inc.

Medway, MA
BUY
 -
4
New
$923 - $1.1K
4 $1.48K
Aug 08, 2024 Q1 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
2
+ 1.28%
$462 - $548
158 $58.3K
Apr 30, 2024 Q1 2024
Tfc Financial Management

BUY
 -
1
New
$231 - $274
1 $369
Apr 16, 2024 Q1 2024
Asset Dedication, LLC

BUY
 -
1
+ 0.22%
$231 - $274
452 $167K
Q4 2023
Feb 14, 2024 Q4 2023
Susquehanna Portfolio Strategies, LLC

Bala Cynwyd, PA
BUY
 -
18.8K
New
$3.95M - $4.51M
18.8K $6.95M
Feb 14, 2024 Q4 2023
Putnam Investments LLC

Boston, MA
BUY
 -
17.2K
New
$3.62M - $4.13M
17.2K $6.36M
Feb 13, 2024 Q4 2023
Gcm Grosvenor Holdings, LLC

Chicago, IL
BUY
 -
13K
+ 12.35%
$2.73M - $3.12M
118K $43.7M
Feb 14, 2024 Q4 2023
Point72 Middle East Fze

Stamford, CT
BUY
 -
9.63K
New
$2.02M - $2.31M
9.63K $3.56M
Feb 14, 2024 Q4 2023
Degroof Petercam Asset Management

Brussels, C9
BUY
 -
6K
New
$1.26M - $1.44M
6K $2.21M
Feb 13, 2024 Q4 2023
Natixis

Paris, I0
BUY
 -
4.13K
+ 425.57%
$866K - $990K
5.1K $1.88M
Aug 29, 2024 Q4 2023
University Of Texas

BUY
 -
3.74K
New
$786K - $898K
3.74K $1.38M
Feb 14, 2024 Q4 2023
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
3.49K
New
$732K - $837K
3.49K $1.29M
Feb 14, 2024 Q4 2023
Rational Advisors LLC

Huntington, NY
BUY
 -
3.01K
New
$631K - $721K
3.01K $1.11M
Jan 29, 2024 Q4 2023
Sapient Capital LLC

Indianapolis, IN
BUY
 -
2.88K
New
$604K - $690K
2.88K $1.06M
Feb 14, 2024 Q4 2023
Groupama Asset Managment

Paris, I0
BUY
 -
1.36K
New
$285K - $325K
1.36K $501K
Jan 26, 2024 Q4 2023
Custom Index Systems, LLC

New York, NY
BUY
 -
1.22K
New
$256K - $293K
1.22K $451K
Feb 08, 2024 Q4 2023
Brown Advisory Inc

BUY
 -
1.11K
New
$234K - $267K
1.11K $411K
Feb 15, 2024 Q4 2023
Systematic Portfolios LLC

New York, NY
BUY
 -
1.11K
New
$233K - $266K
1.11K $409K
May 07, 2024 Q4 2023
Seeds Investor LLC

New York, NY
BUY
 -
1.09K
New
$229K - $262K
1.09K $403K
Feb 13, 2024 Q4 2023
Blueshift Asset Management, LLC

Red Bank, NJ
BUY
 -
996
New
$209K - $239K
996 $368K
Feb 01, 2024 Q4 2023
Cumberland Partners LTD

Toronto, A6
BUY
 -
750
+ 37.5%
$157K - $180K
2.75K $1.02M
Feb 09, 2024 Q4 2023
Tidemark, LLC

San Diego, CA
BUY
 -
471
New
$98.9K - $113K
471 $174K
Feb 12, 2024 Q4 2023
Inspire Investing, LLC

Meridian, ID
BUY
 -
395
+ 4.59%
$82.9K - $94.7K
9K $3.32M
Jan 29, 2024 Q4 2023
Tennessee Valley Asset Management Partners

BUY
 -
322
New
$67.6K - $77.2K
322 $119K
Mar 29, 2024 Q4 2023
Kapitalo Investimentos Ltda

Sao Paulo, D5
BUY
 -
154
+ 41.62%
$32.3K - $36.9K
524 $193K
Feb 14, 2024 Q4 2023
Lm Advisors LLC

San Diego, CA
BUY
 -
84
New
$17.6K - $20.1K
84 $31K
Jan 26, 2024 Q4 2023
Turtle Creek Wealth Advisors, LLC

Dallas, TX
BUY
 -
52
New
$10.9K - $12.5K
52 $19.2K
Jan 10, 2024 Q4 2023
Bkm Wealth Management, LLC

Brookfield, WI
BUY
 -
36
New
$7.56K - $8.63K
36 $13.3K
Feb 12, 2024 Q4 2023
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
21
New
$4.41K - $5.04K
21 $7.75K
Feb 07, 2024 Q4 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
18
New
$3.78K - $4.32K
18 $6.64K
Jan 18, 2024 Q4 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
17
New
$3.57K - $4.08K
17 $6.28K
Feb 08, 2024 Q4 2023
Laffer Tengler Investments

Nashville, TN
BUY
 -
15
New
$3.15K - $3.6K
15 $5.54K
Jan 30, 2024 Q4 2023
Desjardins Global Asset Management Inc.

Montreal, A8
BUY
 -
6
+ 1.36%
$1.26K - $1.44K
446 $165K
Feb 13, 2024 Q4 2023
First Manhattan CO

New York, NY
BUY
 -
3
New
$630 - $719
3 $1.11K

Track Institutional and Insider Activities on LPLA

Follow LPL Financial Holdings Inc. and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells LPLA shares.

Notify only if

Insider Trading

Get notified when an Lpl Financial Holdings Inc. insider buys or sells LPLA shares.

Notify only if

News

Receive news related to LPL Financial Holdings Inc.

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on LPLA