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 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.6K- 60.17% |
$409K - $461K
|
1.06K
$323K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-775K- 12.74% |
$199M - $224M
|
5.3M
$1.62B
|
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-70- 0.69% |
$17.9K - $20.2K
|
10K
$3.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
5.28KNew |
$1.35M - $1.52M
|
5.28K
$1.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-50- 4.59% |
$12.8K - $14.4K
|
1.04K
$318K
|
|
|
Aug 12, 2024
Q2 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-58.4K- 36.39% |
$15M - $16.9M
|
102K
$31.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
7.7KNew |
$1.97M - $2.22M
|
7.7K
$2.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-54- 5.66% |
$13.8K - $15.6K
|
900
$275K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
2.98KNew |
$764K - $861K
|
2.98K
$912K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
25New |
$6.41K - $7.22K
|
25
$7.65K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
15+ 4.49% |
$3.85K - $4.33K
|
349
$107K
|
|
|
Aug 09, 2024
Q2 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
3.1KNew |
$796K - $896K
|
3.1K
$950K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
799New |
$205K - $231K
|
799
$245K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4New |
$1.03K - $1.16K
|
4
$1.22K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-68.6K- 72.93% |
$17.6M - $19.8M
|
25.5K
$7.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-747- 18.52% |
$192K - $216K
|
3.29K
$1.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3New |
$769 - $866
|
3
$918
|
|
|
Aug 08, 2024
Q2 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-114- 2.29% |
$29.2K - $32.9K
|
4.87K
$1.49M
|
|
|
Aug 07, 2024
Q2 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
3.34KNew |
$855K - $964K
|
3.34K
$1.02M
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
38New |
$9.74K - $11K
|
38
$11.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-71- 18.39% |
$18.2K - $20.5K
|
315
$96.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
398+ 7.72% |
$102K - $115K
|
5.55K
$1.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
773New |
$198K - $223K
|
773
$237K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
90New |
$23.1K - $26K
|
90
$27.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
12+ 9.52% |
$3.08K - $3.47K
|
138
$42.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-12- 0.66% |
$3.08K - $3.47K
|
1.79K
$549K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-51- 2.03% |
$13.1K - $14.7K
|
2.47K
$755K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
20.9KNew |
$5.36M - $6.04M
|
20.9K
$6.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.83K+ 40.06% |
$470K - $530K
|
6.41K
$1.96M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-228- 11.75% |
$58.5K - $65.9K
|
1.71K
$524K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2+ 100.0% |
$513 - $578
|
4
$1.22K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
12New |
$3.08K - $3.47K
|
12
$3.67K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
101+ 360.71% |
$25.9K - $29.2K
|
129
$39.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
100New |
$25.6K - $28.9K
|
100
$30.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-50- 25.0% |
$12.8K - $14.4K
|
150
$45.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-63- 28.25% |
$16.2K - $18.2K
|
160
$49K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
32New |
$8.21K - $9.24K
|
32
$9.79K
|
|
|
Jul 23, 2024
Q2 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
15KNew |
$3.83M - $4.32M
|
15K
$4.57M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
10.5K+ 51.28% |
$2.68M - $3.02M
|
30.8K
$9.44M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
32New |
$8.21K - $9.24K
|
32
$9.79K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3- 75.0% |
$769 - $866
|
1
$306
|
|
|
Jul 19, 2024
Q2 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
13.2KNew |
$3.4M - $3.83M
|
13.2K
$4.05M
|
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
BUY
|
- |
255+ 2.79% |
$65.4K - $73.6K
|
9.41K
$2.88M
|
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-23.2KClosed |
$5.95M - $6.7M
|
0
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
8New |
$2.05K - $2.31K
|
8
$2.45K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 2.78% |
$256 - $289
|
37
$11.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
30New |
$7.69K - $8.66K
|
30
$9.18K
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1+ 0.01% |
$256 - $289
|
10.8K
$3.29M
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.08KNew |
$278K - $313K
|
1.08K
$332K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
4.34K+ 13.64% |
$1.11M - $1.25M
|
36.1K
$11.1M
|