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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.72KNew |
$626K - $914K
|
2.72K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
27New |
$6.21K - $9.07K
|
27
$10K
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
3.69KNew |
$847K - $1.24M
|
3.69K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
98+ 9.78% |
$22.5K - $32.9K
|
1.1K
$408K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2+ 100.0% |
$460 - $672
|
4
$1.48K
|
|
|
Feb 13, 2025
Q4 2024
|
Cobalt Capital Management, Inc.
Short Hills, NJ |
SELL
|
- |
-28K- 70.0% |
$6.44M - $9.41M
|
12K
$4.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
3.12K+ 18.7% |
$716K - $1.05M
|
19.8K
$7.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-12.9K- 49.4% |
$2.96M - $4.33M
|
13.2K
$4.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
942New |
$217K - $316K
|
942
$349K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
145+ 10.67% |
$33.3K - $48.7K
|
1.5K
$557K
|
|
|
Feb 12, 2025
Q4 2024
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
760New |
$175K - $255K
|
760
$282K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1+ 1.2% |
$230 - $336
|
84
$31.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
180New |
$41.4K - $60.5K
|
180
$66.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-3.37K- 70.34% |
$774K - $1.13M
|
1.42K
$526K
|
|
|
Feb 10, 2025
Q4 2024
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-24.9K- 60.88% |
$5.72M - $8.36M
|
16K
$5.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3New |
$690 - $1.01K
|
3
$1.11K
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
760New |
$175K - $255K
|
760
$282K
|
|
|
Feb 07, 2025
Q4 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-287- 24.18% |
$66K - $96.4K
|
900
$334K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-300- 21.43% |
$69K - $101K
|
1.1K
$408K
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
702New |
$161K - $236K
|
702
$260K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
84.3KNew |
$19.4M - $28.3M
|
84.3K
$31.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.65KNew |
$380K - $555K
|
1.65K
$612K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
702New |
$161K - $236K
|
702
$260K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
21New |
$4.83K - $7.05K
|
21
$7.78K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
233+ 1.42% |
$53.6K - $78.3K
|
16.6K
$6.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Pinnbrook Capital Management LP
|
BUY
|
- |
15.3KNew |
$3.51M - $5.13M
|
15.3K
$5.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
1.55K+ 69.35% |
$356K - $521K
|
3.79K
$1.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
572New |
$131K - $192K
|
572
$212K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
10New |
$2.3K - $3.36K
|
10
$3.71K
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
9.86KNew |
$2.27M - $3.31M
|
9.86K
$3.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
1.29KNew |
$297K - $434K
|
1.29K
$479K
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.2K- 36.36% |
$276K - $403K
|
2.1K
$778K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-30- 0.61% |
$6.9K - $10.1K
|
4.86K
$1.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1New |
$230 - $336
|
1
$371
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
714New |
$164K - $240K
|
714
$265K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-49- 3.8% |
$11.3K - $16.5K
|
1.24K
$460K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
19New |
$4.37K - $6.38K
|
19
$7.04K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2- 16.67% |
$460 - $672
|
10
$3.71K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
636New |
$146K - $214K
|
636
$236K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-318- 29.61% |
$73.1K - $107K
|
756
$280K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-151K- 14.09% |
$29.2M - $42.7M
|
922K
$342M
|
|
|
Feb 07, 2025
Q3 2024
|
Wealth High Governance Capital Ltda
Sao Paulo, D5 |
BUY
|
- |
50KNew |
$9.65M - $14.1M
|
50K
$18.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
CALL |
17.5KNew |
$3.38M - $4.94M
|
17.5K
$6.49M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 33.33% |
$193 - $282
|
4
$1.48K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
20New |
$3.86K - $5.64K
|
20
$7.41K
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.27KNew |
$437K - $639K
|
2.27K
$840K
|
|
|
Nov 14, 2024
Q3 2024
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-2.68K- 68.95% |
$517K - $755K
|
1.21K
$447K
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-465- 48.54% |
$89.7K - $131K
|
493
$183K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
3.2K+ 213.33% |
$618K - $903K
|
4.7K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Junto Capital Management LP
New York, NY |
BUY
|
CALL |
295KNew |
$56.9M - $83.2M
|
295K
$109M
|
|