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 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
488+ 14.54% |
$162K - $195K
|
3.84K
$1.42M
|
|
|
Oct 24, 2025
Q3 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
480+ 5.28% |
$160K - $192K
|
9.57K
$3.54M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
462+ 3.16% |
$154K - $184K
|
15.1K
$5.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
450+ 24.59% |
$150K - $180K
|
2.28K
$845K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
435+ 11.41% |
$145K - $174K
|
4.25K
$1.57M
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
408+ 5.76% |
$136K - $163K
|
7.49K
$2.77M
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
407New |
$135K - $162K
|
407
$151K
|
|
|
Nov 12, 2025
Q3 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
400+ 1.89% |
$133K - $160K
|
21.6K
$8M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
386+ 68.08% |
$128K - $154K
|
953
$353K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
380+ 13.24% |
$126K - $152K
|
3.25K
$1.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
369+ 48.94% |
$123K - $147K
|
1.12K
$416K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
366+ 7.71% |
$122K - $146K
|
5.11K
$1.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
354+ 5.33% |
$118K - $141K
|
7K
$2.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
337+ 0.59% |
$112K - $134K
|
57.1K
$21.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
329+ 11.99% |
$109K - $131K
|
3.07K
$1.14M
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
299+ 9.56% |
$99.5K - $119K
|
3.43K
$1.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
297+ 5.98% |
$98.8K - $119K
|
5.27K
$1.95M
|
|
|
Nov 05, 2025
Q3 2025
|
Candriam S.C.A.
|
BUY
|
- |
295+ 4.29% |
$98.1K - $118K
|
7.17K
$2.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
275+ 50.37% |
$91.5K - $110K
|
821
$304K
|
|
|
Nov 12, 2025
Q3 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
262+ 23.95% |
$87.2K - $105K
|
1.36K
$503K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
220+ 3.63% |
$73.2K - $87.8K
|
6.28K
$2.33M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
204+ 143.66% |
$67.9K - $81.4K
|
346
$128K
|
|
|
Nov 13, 2025
Q3 2025
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
- |
200+ 0.83% |
$66.5K - $79.8K
|
24.3K
$9.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
198+ 5.95% |
$65.9K - $79K
|
3.52K
$1.31M
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
192+ 0.82% |
$63.9K - $76.6K
|
23.5K
$8.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
189+ 3.72% |
$62.9K - $75.4K
|
5.26K
$1.95M
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
189+ 9.47% |
$62.9K - $75.4K
|
2.18K
$809K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
185+ 14.78% |
$61.5K - $73.8K
|
1.44K
$533K
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
185+ 25.34% |
$61.5K - $73.8K
|
915
$339K
|
|
|
Nov 14, 2025
Q3 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
183+ 1.84% |
$60.9K - $73K
|
10.1K
$3.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
183New |
$60.9K - $73K
|
183
$67.8K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
176+ 5.17% |
$58.6K - $70.2K
|
3.58K
$1.33M
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
172+ 6.15% |
$57.2K - $68.6K
|
2.97K
$1.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
163+ 10.91% |
$54.2K - $65K
|
1.66K
$614K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
163New |
$54.2K - $65K
|
163
$60.4K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
159+ 28.39% |
$52.9K - $63.4K
|
719
$266K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
153+ 41.35% |
$50.9K - $61K
|
523
$194K
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
149+ 12.47% |
$49.6K - $59.5K
|
1.34K
$498K
|
|
|
Nov 13, 2025
Q3 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
147+ 2.97% |
$48.9K - $58.7K
|
5.1K
$1.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
146+ 105.04% |
$48.6K - $58.3K
|
285
$106K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
126+ 3.78% |
$41.9K - $50.3K
|
3.46K
$1.28M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
120+ 166.67% |
$39.9K - $47.9K
|
192
$71.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
114+ 1.67% |
$37.9K - $45.5K
|
6.96K
$2.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
108+ 51.18% |
$35.9K - $43.1K
|
319
$118K
|
|
|
Nov 12, 2025
Q3 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
108New |
$35.9K - $43.1K
|
108
$40K
|
|
|
Nov 10, 2025
Q3 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
100+ 9.09% |
$33.3K - $39.9K
|
1.2K
$445K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
100New |
$33.3K - $39.9K
|
100
$37.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
100+ 0.36% |
$33.3K - $39.9K
|
27.9K
$10.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
100+ 1.32% |
$33.3K - $39.9K
|
7.7K
$2.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
97+ 4.03% |
$32.3K - $38.7K
|
2.51K
$929K
|
|