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 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 8.33% |
$333 - $399
|
11
$4.08K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
12+ 2.02% |
$3.99K - $4.79K
|
605
$224K
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
33+ 4.72% |
$11K - $13.2K
|
732
$271K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
73+ 912.5% |
$24.3K - $29.1K
|
81
$30K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-43- 2.98% |
$14.3K - $17.2K
|
1.4K
$518K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
163New |
$54.2K - $65K
|
163
$60.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
49+ 1.07% |
$16.3K - $19.6K
|
4.63K
$1.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1New |
$333 - $399
|
1
$371
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-86- 11.17% |
$28.6K - $34.3K
|
684
$253K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
8+ 9.76% |
$2.66K - $3.19K
|
90
$33.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-340- 9.18% |
$113K - $136K
|
3.37K
$1.25M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
628New |
$209K - $251K
|
628
$233K
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-7- 0.58% |
$2.33K - $2.79K
|
1.2K
$445K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
931+ 25.02% |
$310K - $371K
|
4.65K
$1.72M
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
100+ 1.32% |
$33.3K - $39.9K
|
7.7K
$2.85M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
8New |
$2.66K - $3.19K
|
8
$2.96K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-29.3K- 15.3% |
$9.76M - $11.7M
|
162K
$60.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-427- 21.39% |
$142K - $170K
|
1.57K
$581K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
74New |
$24.6K - $29.5K
|
74
$27.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3- 0.31% |
$998 - $1.2K
|
976
$362K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-800- 28.81% |
$266K - $319K
|
1.98K
$733K
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-155- 7.04% |
$51.6K - $61.8K
|
2.05K
$758K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-852- 12.89% |
$283K - $340K
|
5.76K
$2.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
658New |
$219K - $263K
|
658
$244K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-383- 4.36% |
$127K - $153K
|
8.41K
$3.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
154K+ 222.24% |
$51.2M - $61.4M
|
223K
$82.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
9+ 40.91% |
$2.99K - $3.59K
|
31
$11.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.11K- 80.36% |
$368K - $441K
|
270
$100K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
1.23K+ 4.11% |
$408K - $490K
|
31.1K
$11.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-4- 1.27% |
$1.33K - $1.6K
|
312
$116K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-433- 26.12% |
$144K - $173K
|
1.23K
$454K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
91+ 4.39% |
$30.3K - $36.3K
|
2.17K
$803K
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
58K+ 257.93% |
$19.3M - $23.1M
|
80.5K
$29.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-8- 26.67% |
$2.66K - $3.19K
|
22
$8.15K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-17- 16.35% |
$5.66K - $6.78K
|
87
$32.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-190- 13.57% |
$63.2K - $75.8K
|
1.21K
$448K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
386+ 68.08% |
$128K - $154K
|
953
$353K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
10+ 1.25% |
$3.33K - $3.99K
|
808
$299K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-277- 15.01% |
$92.2K - $111K
|
1.57K
$581K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
31+ 2.59% |
$10.3K - $12.4K
|
1.23K
$456K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-12- 1.67% |
$3.99K - $4.79K
|
706
$262K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
683New |
$227K - $273K
|
683
$253K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
153+ 41.35% |
$50.9K - $61K
|
523
$194K
|
|
|
Oct 14, 2025
Q3 2025
|
Argent Capital Management LLC
|
BUY
|
- |
22+ 0.11% |
$7.32K - $8.78K
|
19.3K
$7.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-97- 5.38% |
$32.3K - $38.7K
|
1.71K
$632K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-477- 28.8% |
$159K - $190K
|
1.18K
$437K
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-28- 3.36% |
$9.32K - $11.2K
|
805
$298K
|
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
SELL
|
- |
-1- 0.14% |
$333 - $399
|
694
$257K
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
6.18K+ 11.11% |
$2.06M - $2.47M
|
61.8K
$22.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 50.0% |
$665 - $798
|
6
$2.22K
|
|