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 |
|---|---|---|---|---|---|---|---|
|
Nov 17, 2025
Q3 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
6.58KNew |
$2.19M - $2.63M
|
6.58K
$2.44M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.2K+ 97.98% |
$2.06M - $2.47M
|
12.5K
$4.64M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
6.18K+ 11.11% |
$2.06M - $2.47M
|
61.8K
$22.9M
|
|
|
Nov 13, 2025
Q3 2025
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
6.12KNew |
$2.03M - $2.44M
|
6.12K
$2.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Munich Reinsurance CO Stock Corp In Munich
Munich, |
BUY
|
- |
5.94KNew |
$1.97M - $2.37M
|
5.94K
$2.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.62K+ 3.04% |
$1.87M - $2.24M
|
190K
$70.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5.57K+ 40.28% |
$1.85M - $2.22M
|
19.4K
$7.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.47K+ 3.35% |
$1.82M - $2.18M
|
169K
$62.6M
|
|
|
Nov 13, 2025
Q3 2025
|
University Of Texas
|
BUY
|
- |
5.34KNew |
$1.78M - $2.13M
|
5.34K
$1.98M
|
|
|
Dec 05, 2025
Q3 2025
|
Lynwood Price Capital Management LP
Austin, TX |
BUY
|
- |
5K+ 9.26% |
$1.66M - $2M
|
59K
$21.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
4.76KNew |
$1.58M - $1.9M
|
4.76K
$1.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
4.41K+ 105.08% |
$1.47M - $1.76M
|
8.61K
$3.19M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
4.27K+ 6.23% |
$1.42M - $1.7M
|
72.8K
$27M
|
|
|
Nov 13, 2025
Q3 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
3.96K+ 24.01% |
$1.32M - $1.58M
|
20.5K
$7.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
3.9K+ 14.18% |
$1.3M - $1.56M
|
31.4K
$11.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.79K+ 57.58% |
$1.26M - $1.51M
|
10.4K
$3.84M
|
|
|
Oct 28, 2025
Q3 2025
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
3.5KNew |
$1.16M - $1.4M
|
3.5K
$1.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.32K+ 1738.22% |
$1.1M - $1.32M
|
3.51K
$1.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
3.31K+ 60.96% |
$1.1M - $1.32M
|
8.75K
$3.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
CALL |
3.3K+ 106.45% |
$1.1M - $1.32M
|
6.4K
$2.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.28K+ 3.35% |
$1.09M - $1.31M
|
101K
$37.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.26K+ 105.88% |
$1.08M - $1.3M
|
6.33K
$2.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
3.2K+ 23.53% |
$1.06M - $1.28M
|
16.8K
$6.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.17KNew |
$1.05M - $1.26M
|
3.17K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
3.1KNew |
$1.03M - $1.24M
|
3.1K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.05KNew |
$1.01M - $1.22M
|
3.05K
$1.13M
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
3K+ 116.57% |
$997K - $1.2M
|
5.57K
$2.06M
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
2.96KNew |
$984K - $1.18M
|
2.96K
$1.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
2.88K+ 66.74% |
$958K - $1.15M
|
7.2K
$2.67M
|
|
|
Oct 02, 2025
Q3 2025
|
Tt International Asset Management LTD
London, X0 |
BUY
|
- |
2.82K+ 55.1% |
$939K - $1.13M
|
7.94K
$2.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
2.7K+ 112.26% |
$899K - $1.08M
|
5.11K
$1.89M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
PUT |
2.5KNew |
$832K - $998K
|
2.5K
$926K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.46K+ 1.95% |
$819K - $983K
|
129K
$47.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
2.36KNew |
$784K - $941K
|
2.36K
$874K
|
|
|
Nov 13, 2025
Q3 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
2.3K+ 209.36% |
$766K - $919K
|
3.4K
$1.26M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.3K+ 26.8% |
$764K - $917K
|
10.9K
$4.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
2.3K+ 11.81% |
$764K - $916K
|
21.7K
$8.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
2.25K+ 18.42% |
$749K - $898K
|
14.5K
$5.36M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.24K+ 77.88% |
$746K - $895K
|
5.12K
$1.9M
|
|
|
Nov 03, 2025
Q3 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
2.19K+ 1.9% |
$727K - $872K
|
117K
$43.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.16K+ 8.53% |
$719K - $863K
|
27.5K
$10.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
2K+ 31.25% |
$665K - $798K
|
8.4K
$3.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2KNew |
$665K - $798K
|
2K
$741K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.94KNew |
$644K - $773K
|
1.94K
$718K
|
|
|
Nov 07, 2025
Q3 2025
|
Tobam
|
BUY
|
- |
1.9K+ 16.12% |
$630K - $756K
|
13.6K
$5.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Tredje Ap Fonden
|
BUY
|
- |
1.84K+ 28.16% |
$613K - $735K
|
8.38K
$3.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
1.82KNew |
$605K - $726K
|
1.82K
$674K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.82K+ 7.82% |
$605K - $725K
|
25.1K
$9.29M
|
|
|
Nov 14, 2025
Q3 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1.8K+ 1.53% |
$600K - $720K
|
120K
$44.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
PUT |
1.8K+ 128.57% |
$599K - $718K
|
3.2K
$1.19M
|
|