Purchases and Sales Made in Q4 2025 in Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
28.3K+ 12.66% |
$8.82M - $10.7M
|
251K
$93.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
26.5K+ 1103.16% |
$8.28M - $10M
|
28.9K
$10.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
BUY
|
- |
4.74K+ 5.11% |
$1.48M - $1.8M
|
97.4K
$36.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
3.07K+ 159.67% |
$959K - $1.16M
|
5K
$1.85M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.73K+ 67.12% |
$851K - $1.03M
|
6.79K
$2.51M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.72K+ 19.72% |
$848K - $1.03M
|
16.5K
$6.11M
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
2.44K+ 43.45% |
$760K - $923K
|
8.04K
$2.98M
|
|
|
Jan 15, 2026
Q4 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
2.2K+ 96.24% |
$687K - $834K
|
4.49K
$1.66M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
2.18KNew |
$681K - $827K
|
2.18K
$809K
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
842+ 2.82% |
$263K - $319K
|
30.7K
$11.4M
|
|
|
Jan 12, 2026
Q4 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
816+ 38.86% |
$255K - $309K
|
2.92K
$1.08M
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
758+ 10.42% |
$237K - $287K
|
8.03K
$2.98M
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
681New |
$213K - $258K
|
681
$252K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
661New |
$206K - $250K
|
661
$245K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
596New |
$186K - $226K
|
596
$221K
|
|
|
Jan 08, 2026
Q4 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
536+ 5.6% |
$167K - $203K
|
10.1K
$3.74M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
467New |
$146K - $177K
|
467
$173K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
245+ 11.31% |
$76.5K - $92.8K
|
2.41K
$893K
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
179+ 0.63% |
$55.9K - $67.8K
|
28.6K
$10.6M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
153+ 24.4% |
$47.8K - $58K
|
780
$289K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
138+ 14.14% |
$43.1K - $52.3K
|
1.11K
$413K
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
118+ 8.13% |
$36.8K - $44.7K
|
1.57K
$582K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
84+ 1.45% |
$26.2K - $31.8K
|
5.87K
$2.18M
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
80+ 2.98% |
$25K - $30.3K
|
2.77K
$1.03M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
77+ 1.66% |
$24K - $29.2K
|
4.71K
$1.75M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
74+ 27.41% |
$23.1K - $28K
|
344
$127K
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
74+ 5.46% |
$23.1K - $28K
|
1.43K
$530K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
61+ 1.1% |
$19K - $23.1K
|
5.6K
$2.08M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
44+ 1.53% |
$13.7K - $16.7K
|
2.92K
$1.08M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
37New |
$11.6K - $14K
|
37
$13.7K
|
|
|
Jan 13, 2026
Q4 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
36+ 163.64% |
$11.2K - $13.6K
|
58
$21.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
31+ 4.11% |
$9.68K - $11.7K
|
785
$291K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
19+ 28.36% |
$5.93K - $7.2K
|
86
$31.9K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
10+ 142.86% |
$3.12K - $3.79K
|
17
$6.3K
|
|
|
Jan 15, 2026
Q4 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
10+ 0.83% |
$3.12K - $3.79K
|
1.21K
$448K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
6+ 0.63% |
$1.87K - $2.27K
|
959
$355K
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3+ 0.33% |
$937 - $1.14K
|
918
$340K
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1+ 0.16% |
$312 - $379
|
637
$236K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1+ 20.0% |
$312 - $379
|
6
$2.22K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1+ 0.15% |
$312 - $379
|
679
$252K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-2- 0.25% |
$624 - $758
|
803
$298K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2- 18.18% |
$624 - $758
|
9
$3.34K
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-6- 0.82% |
$1.87K - $2.27K
|
726
$269K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6- 7.59% |
$1.87K - $2.27K
|
73
$27.1K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-7- 22.58% |
$2.19K - $2.65K
|
24
$8.89K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-8- 0.49% |
$2.5K - $3.03K
|
1.63K
$602K
|
|
|
Jan 15, 2026
Q4 2025
|
Birch Financial Group, LLC
Keene, NH |
SELL
|
- |
-13- 1.95% |
$4.06K - $4.93K
|
654
$242K
|
|
|
Jan 14, 2026
Q4 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-51- 0.28% |
$15.9K - $19.3K
|
17.9K
$6.63M
|
|
|
Jan 05, 2026
Q4 2025
|
Argent Capital Management LLC
|
SELL
|
- |
-124- 0.64% |
$38.7K - $47K
|
19.1K
$7.09M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-143- 10.75% |
$44.6K - $54.2K
|
1.19K
$440K
|
|