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
Oct 20, 2023 Q3 2023
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
44
New
$9.61K - $10.9K
44 $16.2K
Oct 11, 2023 Q3 2023
Perkins Coie Trust CO

BUY
 -
42
New
$9.18K - $10.4K
42 $15.4K
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
32
+ 19.51%
$6.99K - $7.92K
196 $72K
Nov 13, 2023 Q3 2023
Thomas J. Herzfeld Advisors, Inc.

Miami Beach, FL
BUY
 -
24
New
$5.24K - $5.94K
24 $8.82K
Oct 26, 2023 Q3 2023
Cambridge Trust CO

Boston, MA
BUY
 -
21
New
$4.59K - $5.2K
21 $7.71K
Nov 02, 2023 Q3 2023
Estate Counselors, LLC

BUY
 -
20
+ 0.38%
$4.37K - $4.95K
5.31K $1.95M
Nov 09, 2023 Q3 2023
Loomis Sayles & CO L P

BUY
 -
11
+ 44.0%
$2.4K - $2.72K
36 $13.2K
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
8
New
$1.75K - $1.98K
8 $2.94K
Nov 15, 2023 Q3 2023
Kb Financial Partners, LLC

Princeton, NJ
BUY
 -
6
+ 0.16%
$1.31K - $1.49K
3.8K $1.39M
Nov 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

BUY
 -
5
+ 17.86%
$1.09K - $1.24K
33 $12.1K
Q2 2023
Aug 15, 2023 Q2 2023
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
68.7K
New
$12.4M - $15M
68.7K $25.2M
Aug 14, 2023 Q2 2023
Brookfield Asset Management Inc.

Toronto, A6
BUY
 -
52.2K
New
$9.44M - $11.4M
52.2K $19.2M
Aug 14, 2023 Q2 2023
Worldquant Millennium Advisors LLC

New York, NY
BUY
 -
17.4K
+ 239.42%
$3.15M - $3.79M
24.7K $9.07M
Aug 02, 2023 Q2 2023
Efg Capital International Corp.

Miami, FL
BUY
 -
13K
New
$2.35M - $2.83M
13K $4.77M
Aug 10, 2023 Q2 2023
Pictet Asset Management Sa

Geneva 73, V8
BUY
 -
9.34K
+ 29.2%
$1.69M - $2.03M
41.3K $15.2M
Aug 11, 2023 Q2 2023
Healthcare Of Ontario Pension Plan Trust Fund

Toronto, A6
BUY
 -
8.3K
+ 101.32%
$1.5M - $1.81M
16.5K $6.06M
Aug 11, 2023 Q2 2023
Pfs Investments Inc.

Duluth, GA
BUY
 -
6.27K
+ 11.98%
$1.14M - $1.37M
58.6K $21.5M
Aug 09, 2023 Q2 2023
Highland Capital Management, LLC

BUY
 -
5.8K
New
$1.05M - $1.26M
5.8K $2.13M
Jul 20, 2023 Q2 2023
Cannon Global Investment Management, LLC

BUY
 -
2.3K
New
$416K - $501K
2.3K $845K
Aug 11, 2023 Q2 2023
Echo Street Capital Management LLC

New York, NY
BUY
 -
1.05K
New
$189K - $228K
1.05K $385K
Jul 11, 2023 Q2 2023
Wj Wealth Management, LLC

BUY
 -
1K
+ 100.0%
$181K - $218K
2K $735K
Aug 15, 2023 Q2 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
226
New
$40.9K - $49.2K
226 $83K
Jul 21, 2023 Q2 2023
Intercontinental Wealth Advisors, LLC

BUY
 -
85
+ 3.41%
$15.4K - $18.5K
2.58K $947K
Jul 12, 2023 Q2 2023
Community Trust & Investment CO

BUY
 -
76
+ 0.19%
$13.8K - $16.6K
39.4K $14.5M
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
51
+ 1.86%
$9.23K - $11.1K
2.79K $1.02M
Jul 14, 2023 Q2 2023
Copeland Capital Management, LLC

BUY
 -
21
New
$3.8K - $4.58K
21 $7.71K
Aug 14, 2023 Q2 2023
Bollard Group LLC

Boston, MA
BUY
 -
5
New
$905 - $1.09K
5 $1.84K
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
5
New
$905 - $1.09K
5 $1.84K
Aug 08, 2024 Q2 2023
Abound Wealth Management

Franklin, TN
BUY
 -
4
New
$724 - $872
4 $1.47K
Aug 14, 2023 Q2 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
1
New
$181 - $218
1 $367
Aug 04, 2023 Q2 2023
Motco

BUY
 -
1
New
$181 - $218
1 $367
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
1
+ 0.17%
$181 - $218
573 $210K
Q1 2023
May 15, 2023 Q1 2023
Fred Alger Management, LLC

New York, NY
BUY
 -
86.4K
+ 169.03%
$16.6M - $22.1M
137K $50.5M
May 15, 2023 Q1 2023
Gillson Capital LP

Chicago, IL
BUY
 -
59.7K
New
$11.5M - $15.2M
59.7K $21.9M
May 15, 2023 Q1 2023
Kingdon Capital Management, L.L.C.

New York, NY
BUY
 -
55K
New
$10.6M - $14.1M
55K $20.2M
Apr 21, 2023 Q1 2023
Australian Super Pty LTD

BUY
 -
52.1K
New
$10M - $13.3M
52.1K $19.1M
May 15, 2023 Q1 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
24.8K
+ 300.71%
$4.77M - $6.35M
33.1K $12.2M
May 15, 2023 Q1 2023
Intrinsic Edge Capital Management LLC

Chicago, IL
BUY
 -
20K
New
$3.84M - $5.11M
20K $7.35M
May 04, 2023 Q1 2023
Segantii Capital Management LTD

BUY
 -
16.5K
New
$3.17M - $4.22M
16.5K $6.06M
May 15, 2023 Q1 2023
Kiwi Wealth Investments Limited Partnership

Wellington, Q2
BUY
 -
7.23K
New
$1.39M - $1.85M
7.23K $2.65M
May 01, 2023 Q1 2023
Cm Wealth Advisors LLC

Beachwood, OH
BUY
 -
5.97K
New
$1.15M - $1.52M
5.97K $2.19M
Aug 02, 2023 Q1 2023
Strs Ohio

BUY
 -
5.61K
New
$1.08M - $1.43M
5.61K $2.06M
May 15, 2023 Q1 2023
Hbk Investments L P

Dallas, TX
BUY
 -
5.38K
New
$1.03M - $1.37M
5.38K $1.98M
Dec 19, 2024 Q1 2023
Pearl River Capital, LLC

Niles, MI
BUY
 -
4.23K
New
$812K - $1.08M
4.23K $1.55M
Apr 28, 2023 Q1 2023
Triasima Portfolio Management Inc.

BUY
 -
3.64K
+ 45.61%
$698K - $929K
11.6K $4.26M
May 15, 2023 Q1 2023
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
3.05K
New
$586K - $781K
3.05K $1.12M
Apr 14, 2023 Q1 2023
Stonnington Group, LLC

BUY
 -
3K
New
$576K - $767K
3K $1.1M
May 10, 2023 Q1 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
2.99K
New
$574K - $764K
2.99K $1.1M
May 10, 2023 Q1 2023
Bank Of Hawaii

Honolulu, HI
BUY
 -
2.52K
New
$484K - $645K
2.52K $926K

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