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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
1.59KNew |
$266K - $347K
|
1.59K
$533K
|
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
40KNew |
$6.7M - $8.74M
|
40K
$13.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Toscafund Asset Management LLP
London, X0 |
SELL
|
- |
-117KClosed |
$19.5M - $25.5M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Callodine Capital Management, LP
Boston, MA |
SELL
|
- |
-25KClosed |
$4.19M - $5.46M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-1.6KClosed |
$268K - $350K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
302+ 17.71% |
$50.6K - $66K
|
2.01K
$672K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-7.96KClosed |
$1.33M - $1.74M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-14.8K- 36.89% |
$2.47M - $3.23M
|
25.3K
$8.47M
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
15K+ 3.75% |
$2.51M - $3.28M
|
415K
$139M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
114KNew |
$19.1M - $24.9M
|
114K
$38.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
CALL |
3KNew |
$502K - $656K
|
3K
$1M
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.18KClosed |
$197K - $258K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-13Closed |
$2.18K - $2.84K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-190KClosed |
$31.7M - $41.4M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Rock Creek Group, LP
|
BUY
|
- |
286New |
$47.9K - $62.5K
|
286
$95.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
32New |
$5.36K - $6.99K
|
32
$10.7K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
179New |
$30K - $39.1K
|
179
$60K
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-6.4KClosed |
$1.07M - $1.4M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Distillate Capital Partners LLC
|
SELL
|
- |
-130- 0.38% |
$21.8K - $28.4K
|
33.8K
$11.3M
|
|
|
Aug 03, 2022
Q2 2022
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
34.8KNew |
$5.83M - $7.61M
|
34.8K
$11.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Sciencast Management LP
|
SELL
|
- |
-9.66KClosed |
$1.62M - $2.11M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-63.4KClosed |
$10.6M - $13.9M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
12New |
$2.01K - $2.62K
|
12
$4.02K
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-12- 19.67% |
$2.01K - $2.62K
|
49
$16.4K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-86- 6.15% |
$14.4K - $18.8K
|
1.31K
$440K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
619New |
$104K - $135K
|
619
$207K
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
3.94KNew |
$659K - $860K
|
3.94K
$1.32M
|
|
|
Jul 22, 2022
Q2 2022
|
Samson Rock Capital LLP
|
SELL
|
- |
-6.28KClosed |
$1.05M - $1.37M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
21New |
$3.52K - $4.59K
|
21
$7.03K
|
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.62KNew |
$439K - $573K
|
2.62K
$879K
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-1.26KClosed |
$211K - $275K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-3.56KClosed |
$596K - $778K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tributary Capital Management, LLC
|
SELL
|
- |
-5.7KClosed |
$955K - $1.25M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
700+ 26.92% |
$117K - $153K
|
3.3K
$1.11M
|
|
|
Jul 11, 2022
Q2 2022
|
Wedge Capital Management L L P
|
SELL
|
- |
-1.57KClosed |
$263K - $343K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
1.83KNew |
$306K - $400K
|
1.83K
$613K
|
|
| Q1 2022 | |||||||
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-12.8KClosed |
$1.84M - $2.44M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-12Closed |
$1.72K - $2.29K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
5.98KNew |
$859K - $1.14M
|
5.98K
$2M
|
|
|
May 16, 2022
Q1 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-5.77KClosed |
$829K - $1.1M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
SELL
|
- |
-175- 2.18% |
$25.1K - $33.4K
|
7.84K
$2.62M
|
|
|
May 12, 2022
Q1 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-39.3KClosed |
$5.64M - $7.49M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-67Closed |
$9.63K - $12.8K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-31Closed |
$4.45K - $5.91K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.94KClosed |
$279K - $371K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-50Closed |
$7.18K - $9.54K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-12Closed |
$1.72K - $2.29K
|
0
$0
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
103New |
$14.8K - $19.6K
|
103
$34.5K
|
|
| Q4 2021 | |||||||
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-20Closed |
$3.05K - $3.5K
|
0
$0
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-178Closed |
$27.2K - $31.2K
|
0
$0
|
|