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 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
|
|
|
Oct 29, 2025
Q3 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
1.12K+ 16.07% |
$374K - $448K
|
8.11K
$3.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
800K+ 32.76% |
$266M - $319M
|
3.24M
$1.2B
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
408+ 5.76% |
$136K - $163K
|
7.49K
$2.77M
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
2.96KNew |
$984K - $1.18M
|
2.96K
$1.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-3- 0.62% |
$998 - $1.2K
|
483
$179K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
904+ 56.46% |
$301K - $361K
|
2.51K
$928K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
36+ 1.6% |
$12K - $14.4K
|
2.29K
$847K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
3.31K+ 60.96% |
$1.1M - $1.32M
|
8.75K
$3.24M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
57New |
$19K - $22.7K
|
57
$21.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-132- 10.97% |
$43.9K - $52.7K
|
1.07K
$397K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1+ 100.0% |
$333 - $399
|
2
$741
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
SELL
|
- |
-1.1K- 6.47% |
$366K - $439K
|
15.9K
$5.89M
|
|
|
Oct 28, 2025
Q3 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
SELL
|
- |
-547- 5.62% |
$182K - $218K
|
9.19K
$3.41M
|
|
|
Oct 28, 2025
Q3 2025
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
3.5KNew |
$1.16M - $1.4M
|
3.5K
$1.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
7+ 0.28% |
$2.33K - $2.79K
|
2.49K
$922K
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
2+ 0.06% |
$665 - $798
|
3.09K
$1.15M
|
|
|
Oct 28, 2025
Q3 2025
|
Reinhart Partners, Inc.
|
SELL
|
- |
-1.55K- 5.22% |
$516K - $619K
|
28.2K
$10.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
37+ 12.5% |
$12.3K - $14.8K
|
333
$123K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
821+ 42.43% |
$273K - $328K
|
2.76K
$1.02M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.94KNew |
$644K - $773K
|
1.94K
$718K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
985+ 0.54% |
$328K - $393K
|
184K
$68.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
172+ 6.15% |
$57.2K - $68.6K
|
2.97K
$1.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.79K+ 22.55% |
$3.26M - $3.91M
|
53.2K
$19.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.12% |
$333 - $399
|
844
$313K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
15+ 187.5% |
$4.99K - $5.99K
|
23
$8.52K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-779- 5.47% |
$259K - $311K
|
13.5K
$4.99M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-97- 9.88% |
$32.3K - $38.7K
|
885
$328K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
1.82KNew |
$605K - $726K
|
1.82K
$674K
|
|
|
Oct 27, 2025
Q3 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-5- 0.8% |
$1.66K - $2K
|
620
$230K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
36+ 72.0% |
$12K - $14.4K
|
86
$31.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-97- 39.75% |
$32.3K - $38.7K
|
147
$54.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-126- 7.43% |
$41.9K - $50.3K
|
1.57K
$582K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
26+ 0.17% |
$8.65K - $10.4K
|
15.8K
$5.84M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-772- 49.74% |
$257K - $308K
|
780
$289K
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
597+ 77.73% |
$199K - $238K
|
1.37K
$506K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-5- 45.45% |
$1.66K - $2K
|
6
$2.22K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
4+ 5.88% |
$1.33K - $1.6K
|
72
$26.7K
|
|