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 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
13.4K+ 14.13% |
$3.08M - $4.5M
|
108K
$33.1M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.02KNew |
$233K - $341K
|
1.02K
$311K
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-36.6K- 14.45% |
$8.42M - $12.3M
|
217K
$66.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
36+ 4.09% |
$8.27K - $12.1K
|
916
$280K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-150- 3.72% |
$34.5K - $50.4K
|
3.88K
$1.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-100- 0.64% |
$23K - $33.6K
|
15.5K
$4.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
22.5KNew |
$5.17M - $7.55M
|
22.5K
$6.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
697New |
$160K - $234K
|
697
$213K
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-13.7K- 47.95% |
$3.15M - $4.6M
|
14.9K
$4.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-12- 0.1% |
$2.76K - $4.03K
|
12.6K
$3.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
714New |
$164K - $240K
|
714
$218K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.09K+ 39.23% |
$251K - $367K
|
3.88K
$1.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
649New |
$149K - $218K
|
649
$199K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-452- 39.48% |
$104K - $152K
|
693
$212K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
3K+ 29.29% |
$689K - $1.01M
|
13.2K
$4.05M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-25- 0.22% |
$5.75K - $8.4K
|
11.2K
$3.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
51+ 5.62% |
$11.7K - $17.1K
|
958
$293K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
801New |
$184K - $269K
|
801
$245K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
512+ 6.9% |
$118K - $172K
|
7.93K
$2.43M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
240New |
$55.2K - $80.6K
|
240
$73.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-421- 4.79% |
$96.8K - $141K
|
8.37K
$2.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.76% |
$230 - $336
|
133
$40.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-49- 3.8% |
$11.3K - $16.5K
|
1.24K
$380K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-8- 38.1% |
$1.84K - $2.69K
|
13
$3.98K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
1.37KNew |
$314K - $459K
|
1.37K
$418K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
662New |
$152K - $222K
|
662
$203K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-405- 17.78% |
$93.1K - $136K
|
1.87K
$573K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.37K+ 168.89% |
$314K - $460K
|
2.18K
$667K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
986New |
$227K - $331K
|
986
$302K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-5- 0.43% |
$1.15K - $1.68K
|
1.16K
$353K
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
6.46KNew |
$1.49M - $2.17M
|
6.46K
$1.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
63+ 2.61% |
$14.5K - $21.2K
|
2.48K
$759K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-64- 0.97% |
$14.7K - $21.5K
|
6.57K
$2.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
12.9K+ 18.47% |
$2.96M - $4.33M
|
82.7K
$25.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
14+ 1.05% |
$3.22K - $4.7K
|
1.35K
$414K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
774New |
$178K - $260K
|
774
$237K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
796New |
$183K - $267K
|
796
$244K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-4.56K- 55.53% |
$1.05M - $1.53M
|
3.65K
$1.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
19New |
$4.37K - $6.38K
|
19
$5.81K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
14+ 7.61% |
$3.22K - $4.7K
|
198
$60.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
847New |
$195K - $285K
|
847
$259K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
262+ 3.64% |
$60.2K - $88K
|
7.47K
$2.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
3.32KNew |
$764K - $1.12M
|
3.32K
$1.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
331+ 34.02% |
$76.1K - $111K
|
1.3K
$399K
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
BUY
|
- |
3.68K+ 23.81% |
$846K - $1.24M
|
19.1K
$5.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Tt International Asset Management LTD
London, X0 |
BUY
|
- |
777+ 6.9% |
$179K - $261K
|
12K
$3.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-73- 10.67% |
$16.8K - $24.5K
|
611
$187K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.12% |
$230 - $336
|
864
$264K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2- 16.67% |
$460 - $672
|
10
$3.06K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
1.09K+ 121.96% |
$251K - $367K
|
1.99K
$609K
|