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 13, 2025
Q4 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
3.69KNew |
$847K - $1.24M
|
3.69K
$1.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
BUY
|
- |
3.68K+ 23.81% |
$846K - $1.24M
|
19.1K
$6.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
3.53KNew |
$812K - $1.19M
|
3.53K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
3.43K+ 3.12% |
$787K - $1.15M
|
113K
$38.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
3.37K+ 26.18% |
$773K - $1.13M
|
16.2K
$5.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
3.32KNew |
$764K - $1.12M
|
3.32K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
3.16KNew |
$726K - $1.06M
|
3.16K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
3.12K+ 18.7% |
$716K - $1.05M
|
19.8K
$6.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3.01K+ 109.57% |
$692K - $1.01M
|
5.76K
$1.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
3K+ 29.29% |
$689K - $1.01M
|
13.2K
$4.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
2.91K+ 97.65% |
$669K - $977K
|
5.89K
$2.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
2.88KNew |
$663K - $968K
|
2.88K
$985K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.72KNew |
$626K - $914K
|
2.72K
$930K
|
|
|
Feb 14, 2025
Q4 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
2.45KNew |
$562K - $822K
|
2.45K
$836K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.42K+ 18.91% |
$556K - $812K
|
15.2K
$5.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
2.28K+ 58.81% |
$525K - $767K
|
6.17K
$2.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
2.2KNew |
$507K - $740K
|
2.2K
$753K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.14K+ 34.95% |
$491K - $718K
|
8.25K
$2.82M
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
2K+ 1.7% |
$460K - $672K
|
120K
$40.9M
|
|
|
Feb 14, 2025
Q4 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
1.85K+ 14.83% |
$425K - $621K
|
14.3K
$4.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.82KNew |
$419K - $612K
|
1.82K
$623K
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
1.79K+ 51.23% |
$412K - $602K
|
5.29K
$1.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.76KNew |
$404K - $590K
|
1.76K
$600K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.73K+ 11.37% |
$397K - $580K
|
16.9K
$5.78M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.72KNew |
$395K - $578K
|
1.72K
$588K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.72K+ 47.93% |
$394K - $576K
|
5.29K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.71K+ 128.97% |
$392K - $573K
|
3.03K
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.66K+ 149.64% |
$380K - $556K
|
2.76K
$944K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.65KNew |
$380K - $555K
|
1.65K
$565K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
1.61KNew |
$370K - $541K
|
1.61K
$550K
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
1.58KNew |
$362K - $530K
|
1.58K
$539K
|
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
1.57KNew |
$361K - $528K
|
1.57K
$537K
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1.57KNew |
$361K - $527K
|
1.57K
$537K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.55K+ 2.89% |
$357K - $522K
|
55.4K
$18.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
1.55KNew |
$356K - $521K
|
1.55K
$530K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
1.55K+ 69.35% |
$356K - $521K
|
3.79K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
1.45K+ 8.13% |
$333K - $486K
|
19.3K
$6.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
BUY
|
- |
1.4KNew |
$322K - $470K
|
1.4K
$478K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.38K+ 4.64% |
$318K - $465K
|
31.2K
$10.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.38KNew |
$317K - $463K
|
1.38K
$471K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.37K+ 168.89% |
$314K - $460K
|
2.18K
$744K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
1.37KNew |
$314K - $459K
|
1.37K
$467K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
1.36K+ 10.43% |
$313K - $458K
|
14.4K
$4.93M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.36K+ 10.57% |
$312K - $455K
|
14.2K
$4.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.33KNew |
$307K - $448K
|
1.33K
$456K
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.32KNew |
$303K - $443K
|
1.32K
$451K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
1.3KNew |
$299K - $437K
|
1.3K
$444K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
1.3KNew |
$299K - $437K
|
1.3K
$444K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.29K+ 57.97% |
$297K - $435K
|
3.53K
$1.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
1.29KNew |
$297K - $434K
|
1.29K
$442K
|