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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
16.2KNew |
$3.12M - $4.56M
|
16.2K
$5.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-9- 0.96% |
$1.74K - $2.54K
|
931
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
3.95KNew |
$762K - $1.11M
|
3.95K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
7.22KNew |
$1.39M - $2.04M
|
7.22K
$2.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
26KNew |
$5.02M - $7.33M
|
26K
$9.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-28.6K- 78.61% |
$5.52M - $8.07M
|
7.78K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-158K- 98.54% |
$30.5M - $44.6M
|
2.34K
$869K
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
78.5KNew |
$15.2M - $22.1M
|
78.5K
$29.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
26+ 108.33% |
$5.02K - $7.33K
|
50
$18.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
20New |
$3.86K - $5.64K
|
20
$7.41K
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
680+ 3.51% |
$131K - $192K
|
20.1K
$7.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Winmill & Co. Inc
Millbrook, NY |
BUY
|
- |
24.2K+ 98.13% |
$4.67M - $6.83M
|
48.9K
$18.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
916New |
$177K - $258K
|
916
$339K
|
|
|
Nov 13, 2024
Q3 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
12.9K+ 450.35% |
$2.49M - $3.63M
|
15.7K
$5.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
PUT |
200New |
$38.6K - $56.4K
|
200
$74.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.78KNew |
$343K - $502K
|
1.78K
$659K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.08K- 76.04% |
$595K - $870K
|
972
$360K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
4.45K+ 1335.74% |
$858K - $1.25M
|
4.78K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
94.5K+ 23625.0% |
$18.2M - $26.7M
|
94.9K
$35.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.99K- 39.87% |
$383K - $560K
|
3K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-62K- 9.49% |
$12M - $17.5M
|
591K
$219M
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2New |
$386 - $564
|
2
$741
|
|
|
Nov 12, 2024
Q3 2024
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
13.4K+ 13400.0% |
$2.59M - $3.78M
|
13.5K
$5M
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
3.37KNew |
$650K - $951K
|
3.37K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-555- 3.66% |
$107K - $157K
|
14.6K
$5.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
162New |
$31.3K - $45.7K
|
162
$60K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
12New |
$2.32K - $3.39K
|
12
$4.45K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.15KNew |
$415K - $606K
|
2.15K
$796K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
2.12KNew |
$410K - $599K
|
2.12K
$787K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
1.18K+ 59.81% |
$228K - $334K
|
3.16K
$1.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
16New |
$3.09K - $4.51K
|
16
$5.93K
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
4.14KNew |
$799K - $1.17M
|
4.14K
$1.53M
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-899- 91.73% |
$174K - $254K
|
81
$30K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
132New |
$25.5K - $37.2K
|
132
$48.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-2.31K- 66.67% |
$445K - $651K
|
1.15K
$427K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
18New |
$3.47K - $5.08K
|
18
$6.67K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
5New |
$965 - $1.41K
|
5
$1.85K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.14K- 31.1% |
$220K - $322K
|
2.53K
$938K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
167New |
$32.2K - $47.1K
|
167
$61.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-5- 9.26% |
$965 - $1.41K
|
49
$18.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
4.13K+ 106.38% |
$798K - $1.17M
|
8.02K
$2.97M
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
400New |
$77.2K - $113K
|
400
$148K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-7- 53.85% |
$1.35K - $1.97K
|
6
$2.22K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
1.66K+ 96.79% |
$320K - $468K
|
3.37K
$1.25M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-46- 3.39% |
$8.88K - $13K
|
1.31K
$486K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 50.0% |
$193 - $282
|
3
$1.11K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
92K+ 11516.9% |
$17.8M - $26M
|
92.8K
$34.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2- 11.11% |
$386 - $564
|
16
$5.93K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-60.5K- 15.36% |
$11.7M - $17.1M
|
334K
$124M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
830+ 7.71% |
$160K - $234K
|
11.6K
$4.3M
|
|