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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-69- 6.87% |
$19.5K - $26.8K
|
935
$347K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
PUT |
1.5KNew |
$425K - $583K
|
1.5K
$556K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-77- 2.26% |
$21.8K - $29.9K
|
3.33K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-1.79K- 54.89% |
$508K - $697K
|
1.47K
$546K
|
|
|
Aug 14, 2025
Q2 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.79KNew |
$508K - $697K
|
1.79K
$664K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
1.9KNew |
$538K - $739K
|
1.9K
$704K
|
|
|
Aug 14, 2025
Q2 2025
|
Shellback Capital, LP
Boston, MA |
BUY
|
- |
76.5KNew |
$21.7M - $29.8M
|
76.5K
$28.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
99.5KNew |
$28.2M - $38.7M
|
99.5K
$36.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.9KNew |
$822K - $1.13M
|
2.9K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-5K- 16.22% |
$1.42M - $1.94M
|
25.8K
$9.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Darlington Partners Capital Management, LP
Greenbrae, CA |
SELL
|
- |
-185K- 19.06% |
$52.4M - $72M
|
786K
$291M
|
|
|
Aug 14, 2025
Q2 2025
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-221K- 68.98% |
$62.7M - $86.1M
|
99.5K
$36.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Palestra Capital Management LLC
New York, NY |
SELL
|
- |
-19.3K- 4.83% |
$5.46M - $7.5M
|
380K
$141M
|
|
|
Aug 14, 2025
Q2 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
2.87K+ 14.87% |
$812K - $1.12M
|
22.2K
$8.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
133KNew |
$37.8M - $51.9M
|
133K
$49.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-114K- 87.38% |
$32.3M - $44.3M
|
16.4K
$6.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
800New |
$227K - $311K
|
800
$296K
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
625New |
$177K - $243K
|
625
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
8+ 3.67% |
$2.27K - $3.11K
|
226
$83.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.41KNew |
$400K - $550K
|
1.41K
$524K
|
|
|
Aug 14, 2025
Q2 2025
|
Burkehill Global Management, LP
New York, NY |
SELL
|
- |
-15K- 17.65% |
$4.25M - $5.83M
|
70K
$25.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
53.5KNew |
$15.2M - $20.8M
|
53.5K
$19.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1+ 50.0% |
$283 - $389
|
3
$1.11K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2+ 18.18% |
$567 - $778
|
13
$4.82K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
SELL
|
- |
-5.01K- 75.72% |
$1.42M - $1.95M
|
1.61K
$595K
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
1.88KNew |
$533K - $732K
|
1.88K
$697K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-2.1K- 99.95% |
$596K - $818K
|
1
$371
|
|
|
Aug 13, 2025
Q2 2025
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-195- 0.62% |
$55.2K - $75.8K
|
31.3K
$11.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-30.5K- 79.78% |
$8.64M - $11.9M
|
7.73K
$2.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-207- 11.9% |
$58.6K - $80.5K
|
1.53K
$568K
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-22- 1.88% |
$6.23K - $8.56K
|
1.15K
$426K
|
|
|
Aug 13, 2025
Q2 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.2KNew |
$341K - $468K
|
1.2K
$445K
|
|
|
Aug 13, 2025
Q2 2025
|
Winslow Capital Management, LLC
Minneapolis, MN |
SELL
|
- |
-275K- 18.84% |
$77.8M - $107M
|
1.18M
$438M
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
14.7KNew |
$4.16M - $5.71M
|
14.7K
$5.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
573New |
$162K - $223K
|
573
$212K
|
|
|
Aug 13, 2025
Q2 2025
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-9.46K- 28.66% |
$2.68M - $3.68M
|
23.6K
$8.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.12KNew |
$318K - $436K
|
1.12K
$415K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 33.33% |
$283 - $389
|
4
$1.48K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
6New |
$1.7K - $2.33K
|
6
$2.22K
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-68- 11.07% |
$19.3K - $26.4K
|
546
$202K
|
|
|
Aug 13, 2025
Q2 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.6KNew |
$453K - $622K
|
1.6K
$593K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-56.4K- 77.72% |
$16M - $21.9M
|
16.2K
$5.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
626New |
$177K - $243K
|
626
$232K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
8New |
$2.27K - $3.11K
|
8
$2.96K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
23New |
$6.52K - $8.95K
|
23
$8.52K
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
- |
-1.54K- 37.17% |
$435K - $597K
|
2.6K
$962K
|
|
|
Aug 12, 2025
Q2 2025
|
John Armitage
Egerton Capital (Uk) LLP
|
SELL
|
- |
-38.7K- 4.45% |
$11M - $15.1M
|
833K
$309M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-390- 33.36% |
$110K - $152K
|
779
$289K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-331- 33.4% |
$93.8K - $129K
|
660
$245K
|
|