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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2019
Q2 2019
|
Bailard, Inc.
|
SELL
|
- |
-6.98KClosed |
$492K - $592K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-16Closed |
$1.13K - $1.36K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-311Closed |
$21.9K - $26.4K
|
0
$0
|
|
|
Jul 03, 2019
Q2 2019
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-3.85KClosed |
$272K - $327K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-33Closed |
$1.97K - $2.57K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-33Closed |
$1.97K - $2.57K
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-300Closed |
$17.9K - $23.4K
|
0
$0
|
|
|
Apr 29, 2019
Q1 2019
|
Hartford Investment Management CO
|
SELL
|
- |
-3.9KClosed |
$233K - $304K
|
0
$0
|
|
|
Apr 29, 2019
Q1 2019
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-216KClosed |
$12.9M - $16.9M
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Clearfield Capital Management LP
New York, NY |
SELL
|
- |
-345KClosed |
$18.4M - $22.7M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-234Closed |
$12.4K - $15.4K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-750Closed |
$39.9K - $49.3K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-7.7KClosed |
$410K - $506K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-44Closed |
$2.34K - $2.89K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Ramsey Quantitative Systems
Louisville, KY |
SELL
|
- |
-5.35KClosed |
$285K - $351K
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-400Closed |
$21.3K - $26.3K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
6.74KNew |
$431K - $472K
|
6.74K
$2.26M
|
|
|
Nov 16, 2018
Q3 2018
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-12.4KClosed |
$794K - $870K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
8.26KNew |
$527K - $578K
|
8.26K
$2.77M
|
|
|
Nov 14, 2018
Q3 2018
|
Blue Pool Management Ltd.
Causeway Bay, K3 |
SELL
|
- |
-43.3KClosed |
$2.77M - $3.03M
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Western Standard LLC
Los Angeles, CA |
SELL
|
- |
-10.8KClosed |
$690K - $756K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-239Closed |
$15.3K - $16.7K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-8.07KClosed |
$516K - $565K
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-57Closed |
$3.64K - $3.99K
|
0
$0
|
|
|
Oct 29, 2018
Q3 2018
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-49Closed |
$3.13K - $3.43K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-766Closed |
$43.3K - $55.3K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Beaconlight Capital, LLC
New York, NY |
SELL
|
- |
-259KClosed |
$14.7M - $18.7M
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Fj Capital Management LLC
Mclean, VA |
SELL
|
- |
-3.8KClosed |
$215K - $274K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-161Closed |
$9.09K - $11.6K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-91.1KClosed |
$5.14M - $6.58M
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-21.6KClosed |
$1.22M - $1.56M
|
0
$0
|
|
|
Jul 31, 2018
Q2 2018
|
Bfsg, LLC
|
SELL
|
- |
-5.29KClosed |
$299K - $382K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
14.8K+ 6868.84% |
$845K - $975K
|
15K
$5.02M
|
|
|
May 15, 2018
Q1 2018
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
SELL
|
- |
-275KClosed |
$15.7M - $18.1M
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-1KClosed |
$57.2K - $66K
|
0
$0
|
|
|
May 08, 2018
Q1 2018
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-6.13KClosed |
$350K - $404K
|
0
$0
|
|
|
May 01, 2018
Q1 2018
|
Price Capital Management, Inc.
Lafayette, LA |
SELL
|
- |
-27.6KClosed |
$1.58M - $1.82M
|
0
$0
|
|
|
Apr 16, 2018
Q1 2018
|
Santori & Peters, Inc.
|
SELL
|
- |
-65Closed |
$3.72K - $4.29K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
- |
-9.73KClosed |
$474K - $561K
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
29New |
$1.41K - $1.67K
|
29
$9.71K
|
|
|
Feb 14, 2018
Q4 2017
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
PUT |
-195KClosed |
$9.49M - $11.3M
|
0
$0
|
|
|
Feb 09, 2018
Q4 2017
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-16.7KClosed |
$813K - $964K
|
0
$0
|
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-151KClosed |
$7.34M - $8.7M
|
0
$0
|
|
|
Jan 17, 2018
Q4 2017
|
Cutler Group LP
|
SELL
|
PUT |
-100Closed |
$4.87K - $5.77K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 13, 2017
Q3 2017
|
Mckinley Capital Management LLC
|
SELL
|
- |
-2.46KClosed |
$111K - $127K
|
0
$0
|
|
|
Nov 08, 2017
Q3 2017
|
D.A. Davidson & Co.
|
SELL
|
- |
-140Closed |
$6.31K - $7.22K
|
0
$0
|
|
| Q1 2015 | |||||||
|
Aug 29, 2017
Q1 2015
|
Chuck Akre
Akre Capital Management LLC | Middleburg, Va
|
BUY
|
- |
1.47MNew |
N/A
|
1.47M
$491M
|
|