Latest Institutional Transactions on Lpl Financial Holdings Inc. (LPLA)
This table provides information on the latest institutional transactions involving Lpl Financial Holdings Inc. (LPLA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
6+ 0.63% |
$1.87K - $2.27K
|
959
$355K
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
28.3K+ 12.66% |
$8.82M - $10.7M
|
251K
$93.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-324- 63.53% |
$101K - $123K
|
186
$68.9K
|
|
|
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 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
2.44K+ 43.45% |
$760K - $923K
|
8.04K
$2.98M
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
179+ 0.63% |
$55.9K - $67.8K
|
28.6K
$10.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
118+ 8.13% |
$36.8K - $44.7K
|
1.57K
$582K
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
681New |
$213K - $258K
|
681
$252K
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1+ 0.16% |
$312 - $379
|
637
$236K
|
|
|
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 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
245+ 11.31% |
$76.5K - $92.8K
|
2.41K
$893K
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-207- 9.77% |
$64.6K - $78.4K
|
1.91K
$708K
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-6- 0.82% |
$1.87K - $2.27K
|
726
$269K
|
|
|
Jan 12, 2026
Q4 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
3.07K+ 159.67% |
$959K - $1.16M
|
5K
$1.85M
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
26.5K+ 1103.16% |
$8.28M - $10M
|
28.9K
$10.7M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
84+ 1.45% |
$26.2K - $31.8K
|
5.87K
$2.18M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1+ 20.0% |
$312 - $379
|
6
$2.22K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
758+ 10.42% |
$237K - $287K
|
8.03K
$2.98M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-8- 0.49% |
$2.5K - $3.03K
|
1.63K
$602K
|
|
|
Jan 08, 2026
Q4 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
536+ 5.6% |
$167K - $203K
|
10.1K
$3.74M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-377- 4.51% |
$118K - $143K
|
7.98K
$2.96M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
61+ 1.1% |
$19K - $23.1K
|
5.6K
$2.08M
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2- 18.18% |
$624 - $758
|
9
$3.34K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
77+ 1.66% |
$24K - $29.2K
|
4.71K
$1.75M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3+ 0.33% |
$937 - $1.14K
|
918
$340K
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
80+ 2.98% |
$25K - $30.3K
|
2.77K
$1.03M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-143- 10.75% |
$44.6K - $54.2K
|
1.19K
$440K
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
74+ 5.46% |
$23.1K - $28K
|
1.43K
$530K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6- 7.59% |
$1.87K - $2.27K
|
73
$27.1K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
596New |
$186K - $226K
|
596
$221K
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-659- 32.21% |
$206K - $250K
|
1.39K
$514K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-290- 13.18% |
$90.5K - $110K
|
1.91K
$708K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1+ 0.15% |
$312 - $379
|
679
$252K
|
|
|
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 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
2.18KNew |
$681K - $827K
|
2.18K
$809K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.14K- 16.38% |
$356K - $432K
|
5.82K
$2.16M
|
|
|
Jan 05, 2026
Q4 2025
|
Argent Capital Management LLC
|
SELL
|
- |
-124- 0.64% |
$38.7K - $47K
|
19.1K
$7.09M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
153+ 24.4% |
$47.8K - $58K
|
780
$289K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.23K+ 6.96% |
$410K - $491K
|
18.9K
$7.01M
|
|
|
Dec 05, 2025
Q3 2025
|
Lynwood Price Capital Management LP
Austin, TX |
BUY
|
- |
5K+ 9.26% |
$1.66M - $2M
|
59K
$21.9M
|
|
|
Dec 03, 2025
Q3 2025
|
Severin Investments, LLC
St. Louis, MO |
BUY
|
- |
1.51KNew |
$502K - $602K
|
1.51K
$560K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-25- 3.48% |
$8.32K - $9.98K
|
694
$257K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-31- 0.44% |
$10.3K - $12.4K
|
7.04K
$2.61M
|
|
|
Nov 25, 2025
Q3 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1K- 50.0% |
$333K - $399K
|
1K
$371K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
40New |
$13.3K - $16K
|
40
$14.8K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
19New |
$6.32K - $7.58K
|
19
$7.04K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-14- 22.95% |
$4.66K - $5.59K
|
47
$17.4K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-12.7K- 81.53% |
$4.21M - $5.05M
|
2.87K
$1.06M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.2K+ 97.98% |
$2.06M - $2.47M
|
12.5K
$4.64M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
13+ 76.47% |
$4.32K - $5.19K
|
30
$11.1K
|
|