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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Nov 07, 2025
Q3 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
2.29KNew |
$761K - $912K
|
2.29K
$847K
|
|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.74KNew |
$577K - $692K
|
1.74K
$643K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.73KNew |
$576K - $691K
|
1.73K
$641K
|
|
|
Nov 12, 2025
Q3 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
1.73KNew |
$576K - $691K
|
1.73K
$641K
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
1.62K+ 39.2% |
$539K - $646K
|
5.75K
$2.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
1.6K+ 34.04% |
$532K - $638K
|
6.3K
$2.33M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.57K+ 41.48% |
$521K - $625K
|
5.34K
$1.98M
|
|
|
Nov 13, 2025
Q3 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
1.52KNew |
$507K - $608K
|
1.52K
$564K
|
|
|
Dec 03, 2025
Q3 2025
|
Severin Investments, LLC
St. Louis, MO |
BUY
|
- |
1.51KNew |
$502K - $602K
|
1.51K
$560K
|
|
|
Nov 12, 2025
Q3 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
1.48KNew |
$493K - $591K
|
1.48K
$549K
|
|
|
Nov 12, 2025
Q3 2025
|
Foresight Global Investors, Inc.
Purchase, NY |
BUY
|
- |
1.46KNew |
$485K - $582K
|
1.46K
$541K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.44K+ 45.66% |
$478K - $573K
|
4.58K
$1.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.4K+ 19.73% |
$466K - $559K
|
8.5K
$3.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
1.39K+ 0.67% |
$461K - $553K
|
210K
$77.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
1.36KNew |
$451K - $541K
|
1.36K
$503K
|
|
|
Nov 14, 2025
Q3 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1.35K+ 51.76% |
$450K - $539K
|
3.96K
$1.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.32K+ 213.55% |
$440K - $528K
|
1.94K
$720K
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
1.28K+ 4.78% |
$425K - $510K
|
28K
$10.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.27K+ 9.42% |
$424K - $508K
|
14.8K
$5.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Axa Investment Managers S.A.
Puteaux, I0 |
BUY
|
- |
1.26KNew |
$420K - $503K
|
1.26K
$467K
|
|
|
Nov 14, 2025
Q3 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
1.26KNew |
$418K - $501K
|
1.26K
$465K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
1.23K+ 4.11% |
$408K - $490K
|
31.1K
$11.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.21KNew |
$404K - $484K
|
1.21K
$450K
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
1.13K+ 2.84% |
$376K - $451K
|
40.9K
$15.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
1.12K+ 16.07% |
$374K - $448K
|
8.11K
$3.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.1K+ 3.75% |
$366K - $439K
|
30.4K
$11.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Natixis
Paris, I0 |
BUY
|
- |
1.09K+ 129.03% |
$362K - $435K
|
1.93K
$716K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.08K+ 8.31% |
$361K - $433K
|
14.1K
$5.24M
|
|
|
Oct 01, 2025
Q3 2025
|
Everence Capital Management Inc
|
BUY
|
- |
1.06K+ 40.27% |
$354K - $424K
|
3.7K
$1.37M
|
|