Purchases and Sales Made in Q4 2024 in Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA) during Q4 2024. The information is specifically focused on institutions that hold shares of LPL Financial Holdings Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
281+ 6.35% |
$64.6K - $94.4K
|
4.71K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
276+ 0.76% |
$63.4K - $92.7K
|
36.6K
$12M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
262+ 3.64% |
$60.2K - $88K
|
7.47K
$2.44M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
261+ 69.97% |
$60K - $87.7K
|
634
$207K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
241New |
$55.4K - $81K
|
241
$78.8K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
240New |
$55.2K - $80.6K
|
240
$78.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
233+ 1.42% |
$53.6K - $78.3K
|
16.6K
$5.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
219+ 14.41% |
$50.3K - $73.6K
|
1.74K
$569K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
210+ 5.77% |
$48.3K - $70.5K
|
3.85K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
201+ 1.39% |
$46.2K - $67.5K
|
14.7K
$4.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
200New |
$46K - $67.2K
|
200
$65.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
180New |
$41.4K - $60.5K
|
180
$58.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
176+ 5.81% |
$40.5K - $59.1K
|
3.21K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
174+ 9.13% |
$40K - $58.4K
|
2.08K
$680K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
154+ 275.0% |
$35.4K - $51.7K
|
210
$68.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
151+ 0.73% |
$34.7K - $50.7K
|
21K
$6.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
151+ 5.64% |
$34.7K - $50.7K
|
2.83K
$925K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
149+ 71.63% |
$34.2K - $50.1K
|
357
$117K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
149+ 2.39% |
$34.2K - $50.1K
|
6.39K
$2.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
145+ 10.67% |
$33.3K - $48.7K
|
1.5K
$492K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
134+ 7.99% |
$30.8K - $45K
|
1.81K
$593K
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
129New |
$29.7K - $43.3K
|
129
$42.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
127+ 7.33% |
$29.2K - $42.7K
|
1.86K
$608K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
123New |
$28.3K - $41.3K
|
123
$40.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
123+ 2.74% |
$28.3K - $41.3K
|
4.61K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
116+ 77.33% |
$26.7K - $39K
|
266
$87K
|
|
|
Feb 13, 2025
Q4 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
111+ 0.56% |
$25.5K - $37.3K
|
20K
$6.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
98+ 9.78% |
$22.5K - $32.9K
|
1.1K
$360K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
95+ 9.94% |
$21.8K - $31.9K
|
1.05K
$344K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
93New |
$21.4K - $31.2K
|
93
$30.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
86+ 5.07% |
$19.8K - $28.9K
|
1.78K
$583K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
84+ 1.5% |
$19.3K - $28.2K
|
5.69K
$1.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
83+ 2.03% |
$19.1K - $27.9K
|
4.17K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
70+ 7.41% |
$16.1K - $23.5K
|
1.02K
$332K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
69+ 1.23% |
$15.9K - $23.2K
|
5.66K
$1.85M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
65+ 0.96% |
$14.9K - $21.8K
|
6.84K
$2.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
63+ 2.61% |
$14.5K - $21.2K
|
2.48K
$811K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
63+ 6.93% |
$14.5K - $21.2K
|
972
$318K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
55+ 3.61% |
$12.6K - $18.5K
|
1.58K
$516K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
54+ 2.23% |
$12.4K - $18.1K
|
2.48K
$811K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
53+ 3.1% |
$12.2K - $17.8K
|
1.76K
$576K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
51+ 5.62% |
$11.7K - $17.1K
|
958
$313K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
50+ 4.62% |
$11.5K - $16.8K
|
1.13K
$370K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
48New |
$11K - $16.1K
|
48
$15.7K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
47+ 12.21% |
$10.8K - $15.8K
|
432
$141K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
46New |
$10.6K - $15.5K
|
46
$15K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
43+ 45.26% |
$9.88K - $14.4K
|
138
$45.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
41+ 3.13% |
$9.42K - $13.8K
|
1.35K
$442K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
40+ 190.48% |
$9.19K - $13.4K
|
61
$20K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
39+ 0.31% |
$8.96K - $13.1K
|
12.6K
$4.13M
|