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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 5.56% |
$309 - $383
|
17
$6.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
5New |
$1.54K - $1.92K
|
5
$1.85K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-511- 50.54% |
$158K - $196K
|
500
$185K
|
|
|
Apr 23, 2025
Q1 2025
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-400- 7.03% |
$124K - $153K
|
5.29K
$1.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
40+ 173.91% |
$12.4K - $15.3K
|
63
$23.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-5- 83.33% |
$1.54K - $1.92K
|
1
$371
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
20+ 90.91% |
$6.18K - $7.67K
|
42
$15.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-3- 0.19% |
$927 - $1.15K
|
1.57K
$583K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2New |
$618 - $767
|
2
$741
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-83- 7.89% |
$25.6K - $31.8K
|
969
$359K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
852New |
$263K - $327K
|
852
$316K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-23- 3.32% |
$7.1K - $8.82K
|
670
$248K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-9K- 65.43% |
$2.78M - $3.45M
|
4.76K
$1.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
1.13K+ 25.35% |
$350K - $435K
|
5.61K
$2.08M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
103New |
$31.8K - $39.5K
|
103
$38.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
13+ 0.08% |
$4.02K - $4.98K
|
15.5K
$5.75M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.91KNew |
$590K - $732K
|
1.91K
$708K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-2- 1.74% |
$618 - $767
|
113
$41.9K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
1New |
$309 - $383
|
1
$371
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 16.67% |
$2.16K - $2.68K
|
49
$18.2K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-811- 15.32% |
$250K - $311K
|
4.48K
$1.66M
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.63KNew |
$1.29M - $1.89M
|
5.63K
$2.09M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
34New |
$7.81K - $11.4K
|
34
$12.6K
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
1.1KNew |
$252K - $368K
|
1.1K
$406K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
2New |
$460 - $672
|
2
$741
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-48K- 20.25% |
$11M - $16.1M
|
189K
$70M
|
|
|
Feb 14, 2025
Q4 2024
|
Tybourne Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-95.4K- 55.25% |
$21.9M - $32.1M
|
77.3K
$28.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
1.15KNew |
$264K - $385K
|
1.15K
$425K
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
21.5KNew |
$4.93M - $7.21M
|
21.5K
$7.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
84+ 1.5% |
$19.3K - $28.2K
|
5.69K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
5+ 0.1% |
$1.15K - $1.68K
|
5.01K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
1KNew |
$230K - $336K
|
1K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
20.8KNew |
$4.78M - $6.99M
|
20.8K
$7.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-153- 8.11% |
$35.2K - $51.4K
|
1.73K
$642K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.13K- 53.2% |
$260K - $379K
|
993
$368K
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-235- 3.05% |
$54K - $78.9K
|
7.47K
$2.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
10.7KNew |
$2.46M - $3.59M
|
10.7K
$3.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
CALL |
-2.6K- 44.83% |
$598K - $873K
|
3.2K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Rivermont Capital Management LP
New York, NY |
BUY
|
- |
60.1KNew |
$13.8M - $20.2M
|
60.1K
$22.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
10.4KNew |
$2.4M - $3.51M
|
10.4K
$3.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
3.53KNew |
$812K - $1.19M
|
3.53K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
8.95KNew |
$2.06M - $3.01M
|
8.95K
$3.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-203K- 58.02% |
$46.7M - $68.3M
|
147K
$54.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Solel Partners LP
Boston, MA |
BUY
|
- |
87KNew |
$20M - $29.2M
|
87K
$32.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
332New |
$76.3K - $112K
|
332
$123K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
650New |
$149K - $218K
|
650
$241K
|
|
|
Feb 13, 2025
Q4 2024
|
Mig Capital, LLC
Newport Beach, CA |
BUY
|
- |
1.03KNew |
$236K - $345K
|
1.03K
$380K
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
746New |
$171K - $251K
|
746
$276K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.69KNew |
$848K - $1.24M
|
3.69K
$1.37M
|
|