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 10, 2023
Q1 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-9.03K- 66.57% |
$1.73M - $2.31M
|
4.54K
$1.52M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
BUY
|
- |
1.81KNew |
$348K - $463K
|
1.81K
$607K
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.47K- 5.42% |
$474K - $632K
|
43.1K
$14.4M
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
2.52KNew |
$484K - $645K
|
2.52K
$845K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-77- 6.92% |
$14.8K - $19.7K
|
1.04K
$347K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.99KNew |
$574K - $764K
|
2.99K
$1M
|
|
|
May 09, 2023
Q1 2023
|
John Armitage
Egerton Capital (Uk) LLP
|
SELL
|
- |
-209K- 16.98% |
$40M - $53.3M
|
1.02M
$342M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
5New |
$960 - $1.28K
|
5
$1.67K
|
|
|
May 05, 2023
Q1 2023
|
Ctc Capital Management, LLC
|
SELL
|
- |
-50- 4.17% |
$9.6K - $12.8K
|
1.15K
$385K
|
|
|
May 04, 2023
Q1 2023
|
Chase Investment Counsel Corp
|
SELL
|
- |
-10.8K- 53.31% |
$2.08M - $2.76M
|
9.48K
$3.17M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
32+ 10.39% |
$6.14K - $8.18K
|
340
$114K
|
|
|
May 04, 2023
Q1 2023
|
Segantii Capital Management LTD
|
BUY
|
- |
16.5KNew |
$3.17M - $4.22M
|
16.5K
$5.53M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
12New |
$2.3K - $3.07K
|
12
$4.02K
|
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-74.2K- 45.65% |
$14.2M - $19M
|
88.4K
$29.6M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$576 - $767
|
3
$1K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
4+ 5.8% |
$768 - $1.02K
|
73
$24.4K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-11- 23.91% |
$2.11K - $2.81K
|
35
$11.7K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
545New |
$105K - $139K
|
545
$183K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
5.97KNew |
$1.15M - $1.52M
|
5.97K
$2M
|
|
|
Apr 28, 2023
Q1 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
3.64K+ 45.61% |
$698K - $929K
|
11.6K
$3.89M
|
|
|
Apr 26, 2023
Q1 2023
|
Act Advisors, Llc.
|
BUY
|
- |
1.9K+ 189.71% |
$365K - $485K
|
2.9K
$971K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
50New |
$9.6K - $12.8K
|
50
$16.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-537- 80.63% |
$103K - $137K
|
129
$43.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Australian Super Pty LTD
|
BUY
|
- |
52.1KNew |
$10M - $13.3M
|
52.1K
$17.5M
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
75New |
$14.4K - $19.2K
|
75
$25.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.13K- 42.78% |
$602K - $801K
|
4.19K
$1.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-6K- 60.0% |
$1.15M - $1.53M
|
4K
$1.34M
|
|
|
Apr 20, 2023
Q1 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
507New |
$97.3K - $130K
|
507
$170K
|
|
|
Apr 19, 2023
Q1 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-1.75K- 42.24% |
$336K - $447K
|
2.39K
$801K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
62.4KNew |
$12M - $16M
|
62.4K
$20.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-112- 5.33% |
$21.5K - $28.6K
|
1.99K
$666K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
15New |
$2.88K - $3.83K
|
15
$5.02K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
3KNew |
$576K - $767K
|
3K
$1M
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-551- 31.52% |
$106K - $141K
|
1.2K
$401K
|
|
| Q4 2022 | |||||||
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
5New |
$1.03K - $1.35K
|
5
$1.67K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-1.09K- 34.28% |
$226K - $294K
|
2.09K
$700K
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-58.3K- 61.29% |
$12.1M - $15.7M
|
36.8K
$12.3M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-293- 13.1% |
$60.6K - $79K
|
1.94K
$651K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.26KNew |
$261K - $340K
|
1.26K
$423K
|
|
|
Feb 14, 2023
Q4 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-15- 0.69% |
$3.1K - $4.04K
|
2.15K
$720K
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-5- 20.83% |
$1.03K - $1.35K
|
19
$6.36K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.64K- 42.72% |
$339K - $441K
|
2.19K
$735K
|
|
|
Feb 14, 2023
Q4 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
4.3KNew |
$889K - $1.16M
|
4.3K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
12New |
$2.48K - $3.24K
|
12
$4.02K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.25KNew |
$672K - $875K
|
3.25K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
600KNew |
$124M - $162M
|
600K
$201M
|
|
|
Feb 14, 2023
Q4 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
3.37KNew |
$697K - $909K
|
3.37K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
1.49KNew |
$308K - $402K
|
1.49K
$499K
|
|
|
Feb 14, 2023
Q4 2022
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-35.2K- 42.12% |
$7.29M - $9.5M
|
48.4K
$16.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4New |
$828 - $1.08K
|
4
$1.34K
|
|