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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
867+ 12.2% |
$167K - $245K
|
7.97K
$2.67M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-525- 91.62% |
$101K - $148K
|
48
$16.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.08KNew |
$209K - $305K
|
1.08K
$362K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
492+ 101.44% |
$95K - $139K
|
977
$327K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.03KNew |
$199K - $290K
|
1.03K
$345K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-176- 6.25% |
$34K - $49.6K
|
2.64K
$885K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
3+ 0.35% |
$579 - $846
|
868
$291K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
2+ 1.77% |
$386 - $564
|
115
$38.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-4.58K- 53.19% |
$884K - $1.29M
|
4.03K
$1.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 4.55% |
$193 - $282
|
21
$7.03K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
15+ 0.88% |
$2.9K - $4.23K
|
1.73K
$578K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
7+ 46.67% |
$1.35K - $1.97K
|
22
$7.37K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-38- 88.37% |
$7.33K - $10.7K
|
5
$1.67K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-384- 7.29% |
$74.1K - $108K
|
4.89K
$1.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
43+ 17.92% |
$8.3K - $12.1K
|
283
$94.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-841- 6.21% |
$162K - $237K
|
12.7K
$4.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 5.26% |
$193 - $282
|
18
$6.03K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-249- 20.38% |
$48.1K - $70.2K
|
973
$326K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-33- 20.75% |
$6.37K - $9.31K
|
126
$42.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-8.67K- 52.96% |
$1.67M - $2.45M
|
7.7K
$2.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-32- 45.71% |
$6.18K - $9.03K
|
38
$12.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3+ 0.19% |
$579 - $846
|
1.58K
$528K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
17.1K+ 32.47% |
$3.3M - $4.82M
|
69.7K
$23.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
27+ 3.07% |
$5.21K - $7.62K
|
907
$304K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
337New |
$65K - $95.1K
|
337
$113K
|
|
|
Oct 15, 2024
Q3 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-200- 1.72% |
$38.6K - $56.4K
|
11.4K
$3.82M
|
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
12K+ 313.96% |
$2.31M - $3.38M
|
15.8K
$5.29M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2KNew |
$386K - $564K
|
2K
$670K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-817- 17.86% |
$158K - $230K
|
3.76K
$1.26M
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
144+ 1.75% |
$27.8K - $40.6K
|
8.37K
$2.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
1.64KNew |
$317K - $463K
|
1.64K
$550K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
146New |
$28.2K - $41.2K
|
146
$48.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
500+ 500.0% |
$96.5K - $141K
|
600
$201K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-432- 14.6% |
$83.4K - $122K
|
2.53K
$846K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-44- 1.69% |
$8.49K - $12.4K
|
2.56K
$858K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
4.06K+ 35.12% |
$783K - $1.14M
|
15.6K
$5.23M
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
14.3K+ 51.53% |
$2.76M - $4.04M
|
42.1K
$14.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Reinhart Partners, Inc.
|
BUY
|
- |
49.9K+ 64.95% |
$9.63M - $14.1M
|
127K
$42.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
499+ 13.9% |
$96.3K - $141K
|
4.09K
$1.37M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-5.21K- 78.3% |
$1.01M - $1.47M
|
1.44K
$484K
|
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
608+ 0.41% |
$117K - $172K
|
148K
$49.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-55.8K- 44.42% |
$10.8M - $15.7M
|
69.8K
$23.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-22- 1.36% |
$4.25K - $6.21K
|
1.59K
$533K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
6+ 12.5% |
$1.16K - $1.69K
|
54
$18.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-15- 78.95% |
$2.9K - $4.23K
|
4
$1.34K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-400- 20.8% |
$77.2K - $113K
|
1.52K
$510K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-147- 12.2% |
$28.4K - $41.5K
|
1.06K
$354K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-22- 12.87% |
$4.25K - $6.21K
|
149
$49.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
3.32K+ 22.54% |
$641K - $937K
|
18.1K
$6.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
6.21KNew |
$1.2M - $1.75M
|
6.21K
$2.08M
|