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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
2.25KNew |
$696K - $864K
|
2.25K
$835K
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
12.4KNew |
$3.84M - $4.76M
|
12.4K
$4.61M
|
|
|
May 14, 2025
Q1 2025
|
Siren, L.L.C.
New York, NY |
BUY
|
- |
7.5KNew |
$2.32M - $2.87M
|
7.5K
$2.78M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
15.3K+ 226.86% |
$4.72M - $5.85M
|
22K
$8.15M
|
|
|
May 14, 2025
Q1 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
20.9K+ 505.91% |
$6.45M - $8M
|
25K
$9.26M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
276New |
$85.2K - $106K
|
276
$102K
|
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
376New |
$116K - $144K
|
376
$139K
|
|
|
May 14, 2025
Q1 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
5.28KNew |
$1.63M - $2.03M
|
5.28K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
PUT |
-40.3K- 99.02% |
$12.4M - $15.4M
|
400
$148K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
81New |
$25K - $31K
|
81
$30K
|
|
|
May 14, 2025
Q1 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-31K- 8.59% |
$9.57M - $11.9M
|
330K
$122M
|
|
|
May 14, 2025
Q1 2025
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
BUY
|
- |
9.31KNew |
$2.87M - $3.57M
|
9.31K
$3.45M
|
|
|
May 14, 2025
Q1 2025
|
Bain Capital Public Equity, LP
Boston, MA |
BUY
|
- |
692New |
$214K - $265K
|
692
$256K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1.26K+ 25120.0% |
$388K - $481K
|
1.26K
$467K
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-112- 10.77% |
$34.6K - $42.9K
|
928
$344K
|
|
|
May 13, 2025
Q1 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.05K- 5.32% |
$634K - $787K
|
36.5K
$13.5M
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.04KNew |
$320K - $397K
|
1.04K
$384K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
28.8KNew |
$8.9M - $11M
|
28.8K
$10.7M
|
|
|
May 13, 2025
Q1 2025
|
Brooklands Fund Management LTD
London, X0 |
BUY
|
CALL |
25KNew |
$7.72M - $9.58M
|
25K
$9.26M
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
80New |
$24.7K - $30.7K
|
80
$29.6K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
CALL |
500New |
$154K - $192K
|
500
$185K
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
5KNew |
$1.54M - $1.92M
|
5K
$1.85M
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.86K+ 330.17% |
$882K - $1.09M
|
3.72K
$1.38M
|
|
|
May 12, 2025
Q1 2025
|
Donoghue Forlines LLC
|
BUY
|
- |
591+ 9.14% |
$183K - $227K
|
7.05K
$2.61M
|
|
|
May 12, 2025
Q1 2025
|
Ovata Capital Management LTD
|
BUY
|
- |
10KNew |
$3.09M - $3.83M
|
10K
$3.71M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-5- 2.78% |
$1.54K - $1.92K
|
175
$64.9K
|
|
|
May 09, 2025
Q1 2025
|
Pamalican Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
50KNew |
$15.4M - $19.2M
|
50K
$18.5M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.54KNew |
$784K - $973K
|
2.54K
$941K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.02KNew |
$314K - $389K
|
1.02K
$376K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-30- 38.46% |
$9.27K - $11.5K
|
48
$17.8K
|
|
|
May 08, 2025
Q1 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
1.1K+ 110.0% |
$340K - $422K
|
2.1K
$778K
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-9.98K- 67.17% |
$3.08M - $3.83M
|
4.88K
$1.81M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-177- 2.4% |
$54.7K - $67.8K
|
7.2K
$2.67M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
56+ 116.67% |
$17.3K - $21.5K
|
104
$38.5K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
54New |
$16.7K - $20.7K
|
54
$20K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
15New |
$4.63K - $5.75K
|
15
$5.56K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1New |
$309 - $383
|
1
$371
|
|
|
May 06, 2025
Q1 2025
|
Poplar Forest Capital LLC
|
SELL
|
- |
-7.99K- 30.73% |
$2.47M - $3.06M
|
18K
$6.68M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-96- 12.12% |
$29.7K - $36.8K
|
696
$258K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
127+ 18.25% |
$39.2K - $48.7K
|
823
$305K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-20- 1.52% |
$6.18K - $7.67K
|
1.29K
$479K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-602- 21.8% |
$186K - $231K
|
2.16K
$800K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
68New |
$21K - $26.1K
|
68
$25.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
203New |
$62.7K - $77.8K
|
203
$75.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-16- 6.64% |
$4.94K - $6.13K
|
225
$83.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-157- 11.13% |
$48.5K - $60.2K
|
1.25K
$465K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-719- 22.34% |
$222K - $276K
|
2.5K
$926K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
2New |
$618 - $767
|
2
$741
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1New |
$309 - $383
|
1
$371
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
31New |
$9.57K - $11.9K
|
31
$11.5K
|
|