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 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
95+ 16.67% |
$31.6K - $37.9K
|
665
$246K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
91+ 4.39% |
$30.3K - $36.3K
|
2.17K
$803K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
88+ 7.99% |
$29.3K - $35.1K
|
1.19K
$441K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
88+ 1.16% |
$29.3K - $35.1K
|
7.7K
$2.85M
|
|
|
Nov 10, 2025
Q3 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
86+ 13.21% |
$28.6K - $34.3K
|
737
$273K
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
82+ 1.79% |
$27.3K - $32.7K
|
4.66K
$1.73M
|
|
|
Nov 04, 2025
Q3 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
80New |
$26.6K - $31.9K
|
80
$29.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
80+ 30.42% |
$26.6K - $31.9K
|
343
$127K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
76+ 2.0% |
$25.3K - $30.3K
|
3.87K
$1.43M
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
75+ 6.93% |
$25K - $29.9K
|
1.16K
$429K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
74New |
$24.6K - $29.5K
|
74
$27.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
73+ 8.14% |
$24.3K - $29.1K
|
970
$359K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
73+ 912.5% |
$24.3K - $29.1K
|
81
$30K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
72+ 4.91% |
$24K - $28.7K
|
1.54K
$570K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
70+ 3.47% |
$23.3K - $27.9K
|
2.09K
$774K
|
|
|
Nov 10, 2025
Q3 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
65+ 0.27% |
$21.6K - $25.9K
|
24.1K
$8.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
60+ 10.64% |
$20K - $23.9K
|
624
$231K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
60+ 8.32% |
$20K - $23.9K
|
781
$289K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
57New |
$19K - $22.7K
|
57
$21.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
53+ 4.66% |
$17.6K - $21.1K
|
1.19K
$441K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
51+ 2.77% |
$17K - $20.3K
|
1.89K
$702K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
50+ 5000.0% |
$16.6K - $20K
|
51
$18.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
50New |
$16.6K - $20K
|
50
$18.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
49+ 1.07% |
$16.3K - $19.6K
|
4.63K
$1.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
48+ 8.07% |
$16K - $19.2K
|
643
$238K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
44New |
$14.6K - $17.6K
|
44
$16.3K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
40New |
$13.3K - $16K
|
40
$14.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
40+ 28.17% |
$13.3K - $16K
|
182
$67.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
39+ 1.01% |
$13K - $15.6K
|
3.89K
$1.44M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
37+ 12.5% |
$12.3K - $14.8K
|
333
$123K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
36+ 1.6% |
$12K - $14.4K
|
2.29K
$847K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
36+ 72.0% |
$12K - $14.4K
|
86
$31.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
35+ 0.31% |
$11.6K - $14K
|
11.5K
$4.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
33+ 4.72% |
$11K - $13.2K
|
732
$271K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
31+ 2.59% |
$10.3K - $12.4K
|
1.23K
$456K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
31New |
$10.3K - $12.4K
|
31
$11.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
29+ 4.22% |
$9.65K - $11.6K
|
717
$266K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
29+ 4.23% |
$9.65K - $11.6K
|
715
$265K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
26New |
$8.65K - $10.4K
|
26
$9.64K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
26+ 0.17% |
$8.65K - $10.4K
|
15.8K
$5.84M
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
24+ 37.5% |
$7.98K - $9.58K
|
88
$32.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
22+ 37.29% |
$7.32K - $8.78K
|
81
$30K
|
|
|
Oct 14, 2025
Q3 2025
|
Argent Capital Management LLC
|
BUY
|
- |
22+ 0.11% |
$7.32K - $8.78K
|
19.3K
$7.13M
|
|
|
Nov 04, 2025
Q3 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
21+ 0.24% |
$6.99K - $8.38K
|
8.66K
$3.21M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
21+ 0.18% |
$6.99K - $8.38K
|
11.5K
$4.26M
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
19New |
$6.32K - $7.58K
|
19
$7.04K
|
|
|
Nov 14, 2025
Q3 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
19New |
$6.32K - $7.58K
|
19
$7.04K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
19New |
$6.32K - $7.58K
|
19
$7.04K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
19+ 0.89% |
$6.32K - $7.58K
|
2.16K
$801K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
18New |
$5.99K - $7.18K
|
18
$6.67K
|
|