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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-23- 28.75% |
$7.65K - $9.18K
|
57
$21.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
1.36KNew |
$451K - $541K
|
1.36K
$503K
|
|
|
Nov 03, 2025
Q3 2025
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
721+ 12.18% |
$240K - $288K
|
6.64K
$2.46M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3- 0.32% |
$998 - $1.2K
|
936
$347K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
1.39K+ 0.67% |
$461K - $553K
|
210K
$77.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.29K- 30.02% |
$1.1M - $1.31M
|
7.68K
$2.85M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.3K+ 26.8% |
$764K - $917K
|
10.9K
$4.03M
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-1K- 1.7% |
$333K - $399K
|
57.9K
$21.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
11+ 1.06% |
$3.66K - $4.39K
|
1.05K
$389K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-6- 3.11% |
$2K - $2.39K
|
187
$69.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-48- 0.87% |
$16K - $19.2K
|
5.44K
$2.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
73+ 8.14% |
$24.3K - $29.1K
|
970
$359K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-149- 24.92% |
$49.6K - $59.5K
|
449
$166K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-34- 40.48% |
$11.3K - $13.6K
|
50
$18.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
12New |
$3.99K - $4.79K
|
12
$4.45K
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
189+ 9.47% |
$62.9K - $75.4K
|
2.18K
$809K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
192+ 0.82% |
$63.9K - $76.6K
|
23.5K
$8.72M
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.05K- 17.77% |
$351K - $421K
|
4.88K
$1.81M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1- 0.15% |
$333 - $399
|
667
$247K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
21+ 0.18% |
$6.99K - $8.38K
|
11.5K
$4.26M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-169- 20.02% |
$56.2K - $67.4K
|
675
$250K
|
|
|
Nov 03, 2025
Q3 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
2.19K+ 1.9% |
$727K - $872K
|
117K
$43.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
2New |
$665 - $798
|
2
$741
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
1.13K+ 2.84% |
$376K - $451K
|
40.9K
$15.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-1.24K- 4.69% |
$411K - $493K
|
25.1K
$9.31M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-4.69K- 86.45% |
$1.56M - $1.87M
|
735
$272K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
10.1K+ 40.22% |
$3.36M - $4.02M
|
35.2K
$13M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5.57K+ 40.28% |
$1.85M - $2.22M
|
19.4K
$7.19M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-153- 50.83% |
$50.9K - $61K
|
148
$54.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
3K+ 116.57% |
$997K - $1.2M
|
5.57K
$2.06M
|
|
|
Oct 31, 2025
Q3 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
11.6K+ 47.04% |
$3.84M - $4.61M
|
36.1K
$13.4M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
SELL
|
- |
-4- 0.06% |
$1.33K - $1.6K
|
6.59K
$2.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-257- 2.8% |
$85.5K - $103K
|
8.91K
$3.3M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-270- 29.22% |
$89.8K - $108K
|
654
$242K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
26New |
$8.65K - $10.4K
|
26
$9.64K
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
22+ 37.29% |
$7.32K - $8.78K
|
81
$30K
|
|
|
Oct 31, 2025
Q3 2025
|
Tom Gayner
Markel Corp
|
BUY
|
- |
8.72K+ 1.6% |
$2.9M - $3.48M
|
553K
$205M
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
19.2K+ 84.66% |
$6.37M - $7.64M
|
41.8K
$15.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
60+ 8.32% |
$20K - $23.9K
|
781
$289K
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
12.9K+ 622.12% |
$4.28M - $5.13M
|
14.9K
$5.53M
|
|
|
Oct 30, 2025
Q3 2025
|
Emerald Advisers, LLC
|
SELL
|
- |
-254- 12.7% |
$84.5K - $101K
|
1.75K
$647K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
80+ 30.42% |
$26.6K - $31.9K
|
343
$127K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-28.2K- 63.68% |
$9.39M - $11.3M
|
16.1K
$5.97M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7+ 5.0% |
$2.33K - $2.79K
|
147
$54.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
24+ 37.5% |
$7.98K - $9.58K
|
88
$32.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-1.65K- 7.08% |
$548K - $658K
|
21.6K
$8.01M
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
SELL
|
- |
-298K- 21.23% |
$99.1M - $119M
|
1.1M
$409M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-587- 7.24% |
$195K - $234K
|
7.52K
$2.79M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
15+ 2.31% |
$4.99K - $5.99K
|
665
$246K
|
|
|
Oct 30, 2025
Q3 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
4+ 0.6% |
$1.33K - $1.6K
|
667
$247K
|
|