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 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2New |
$460 - $672
|
2
$654
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
2+ 0.13% |
$460 - $672
|
1.54K
$504K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
2New |
$460 - $672
|
2
$654
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2New |
$460 - $672
|
2
$654
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 16.67% |
$460 - $672
|
14
$4.58K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.23% |
$230 - $336
|
443
$145K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.76% |
$230 - $336
|
133
$43.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1+ 0.09% |
$230 - $336
|
1.06K
$348K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1+ 1.2% |
$230 - $336
|
84
$27.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.01% |
$230 - $336
|
7.73K
$2.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$230 - $336
|
1
$327
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1New |
$230 - $336
|
1
$327
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.12% |
$230 - $336
|
864
$283K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1New |
$230 - $336
|
1
$327
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
1New |
$230 - $336
|
1
$327
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.12% |
$230 - $336
|
866
$283K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$230 - $336
|
1
$327
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.1% |
$230 - $336
|
1.01K
$331K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1- 12.5% |
$230 - $336
|
7
$2.29K
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-2- 1.18% |
$460 - $672
|
167
$54.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2- 16.67% |
$460 - $672
|
10
$3.27K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2- 2.86% |
$460 - $672
|
68
$22.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4- 10.26% |
$919 - $1.34K
|
35
$11.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-4- 0.71% |
$919 - $1.34K
|
562
$184K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-4- 8.33% |
$919 - $1.34K
|
44
$14.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4- 0.17% |
$919 - $1.34K
|
2.4K
$786K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-4- 80.0% |
$919 - $1.34K
|
1
$327
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-5- 0.43% |
$1.15K - $1.68K
|
1.16K
$378K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6- 46.15% |
$1.38K - $2.02K
|
7
$2.29K
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-8- 0.67% |
$1.84K - $2.69K
|
1.18K
$385K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-8- 38.1% |
$1.84K - $2.69K
|
13
$4.25K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-8- 5.71% |
$1.84K - $2.69K
|
132
$43.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8- 0.31% |
$1.84K - $2.69K
|
2.56K
$836K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-9- 5.23% |
$2.07K - $3.02K
|
163
$53.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10- 2.72% |
$2.3K - $3.36K
|
357
$117K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-10- 1.72% |
$2.3K - $3.36K
|
570
$186K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10- 3.53% |
$2.3K - $3.36K
|
273
$89.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-11- 1.18% |
$2.53K - $3.7K
|
922
$302K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-11- 3.13% |
$2.53K - $3.7K
|
340
$111K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-12- 0.1% |
$2.76K - $4.03K
|
12.6K
$4.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-14- 0.63% |
$3.22K - $4.7K
|
2.19K
$717K
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-15- 0.16% |
$3.45K - $5.04K
|
9.17K
$3M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-16- 1.52% |
$3.68K - $5.37K
|
1.04K
$340K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-16- 35.56% |
$3.68K - $5.37K
|
29
$9.49K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-17- 0.09% |
$3.91K - $5.71K
|
18K
$5.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-18- 47.37% |
$4.14K - $6.05K
|
20
$6.54K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-21- 77.78% |
$4.83K - $7.05K
|
6
$1.96K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-25- 0.22% |
$5.75K - $8.4K
|
11.2K
$3.67M
|