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 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
561New |
$116K - $151K
|
561
$208K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
6KNew |
$1.24M - $1.62M
|
6K
$2.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Ing Groep Nv
|
BUY
|
- |
18.9KNew |
$3.91M - $5.1M
|
18.9K
$7M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-17- 70.83% |
$3.52K - $4.58K
|
7
$2.59K
|
|
|
Feb 09, 2023
Q4 2022
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-7.25K- 6.25% |
$1.5M - $1.95M
|
109K
$40.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
17New |
$3.52K - $4.58K
|
17
$6.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-361- 9.22% |
$74.7K - $97.3K
|
3.55K
$1.32M
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
1.04KNew |
$216K - $281K
|
1.04K
$386K
|
|
|
Feb 03, 2023
Q4 2022
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-63- 4.78% |
$13K - $17K
|
1.26K
$465K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
33New |
$6.83K - $8.9K
|
33
$12.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
SELL
|
- |
-12- 16.0% |
$2.48K - $3.24K
|
63
$23.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
2+ 0.06% |
$414 - $539
|
3.25K
$1.21M
|
|
|
Jan 30, 2023
Q4 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
11.1KNew |
$2.29M - $2.98M
|
11.1K
$4.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-2.12K- 33.73% |
$439K - $572K
|
4.17K
$1.54M
|
|
|
Jan 27, 2023
Q4 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
11.4K+ 921.65% |
$2.36M - $3.08M
|
12.6K
$4.69M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
24New |
$4.97K - $6.47K
|
24
$8.89K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
26New |
$5.38K - $7.01K
|
26
$9.64K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
62+ 13.9% |
$12.8K - $16.7K
|
508
$188K
|
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
3.16KNew |
$654K - $853K
|
3.16K
$1.17M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1New |
$207 - $270
|
1
$371
|
|
|
Jan 04, 2023
Q4 2022
|
Abner Herrman & Brock LLC
|
BUY
|
- |
13.8K+ 555.56% |
$2.85M - $3.71M
|
16.2K
$6.01M
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-17.3K- 86.48% |
$2.98M - $4.03M
|
2.71K
$1M
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
19New |
$3.28K - $4.43K
|
19
$7.04K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
12New |
$2.07K - $2.8K
|
12
$4.45K
|
|
|
Nov 14, 2022
Q3 2022
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-44- 1.9% |
$7.59K - $10.3K
|
2.27K
$841K
|
|
|
Nov 14, 2022
Q3 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
1.49KNew |
$258K - $348K
|
1.49K
$553K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
12.6KNew |
$2.17M - $2.93M
|
12.6K
$4.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
3.82KNew |
$659K - $891K
|
3.82K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Governors Lane LP
New York, NY |
SELL
|
- |
-87.3K- 60.93% |
$15.1M - $20.3M
|
55.9K
$20.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
993New |
$171K - $232K
|
993
$368K
|
|
|
Nov 14, 2022
Q3 2022
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
9.06KNew |
$1.56M - $2.11M
|
9.06K
$3.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
8New |
$1.38K - $1.87K
|
8
$2.96K
|
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-402- 17.06% |
$69.4K - $93.7K
|
1.95K
$724K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2.51K+ 1.24% |
$433K - $586K
|
206K
$76.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
1.18K+ 42.85% |
$204K - $276K
|
3.94K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
930New |
$160K - $217K
|
930
$345K
|
|
|
Nov 14, 2022
Q3 2022
|
Stamina Capital Management LP
New York, NY |
BUY
|
- |
11.3K+ 47.58% |
$1.95M - $2.64M
|
35.1K
$13M
|
|
|
Nov 14, 2022
Q3 2022
|
Stamina Capital Management LP
New York, NY |
BUY
|
PUT |
25KNew |
$4.31M - $5.83M
|
25K
$9.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
28New |
$4.83K - $6.53K
|
28
$10.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
20+ 1.06% |
$3.45K - $4.66K
|
1.9K
$704K
|
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
BUY
|
- |
2.73KNew |
$472K - $638K
|
2.73K
$1.01M
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
32New |
$5.52K - $7.46K
|
32
$11.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Asset Management CO
|
BUY
|
- |
1.6K+ 11.35% |
$276K - $373K
|
15.7K
$5.81M
|
|
|
Nov 04, 2022
Q3 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.27% |
$863 - $1.17K
|
1.89K
$700K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
649+ 40.16% |
$112K - $151K
|
2.27K
$839K
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-626- 35.17% |
$108K - $146K
|
1.15K
$428K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
57New |
$9.83K - $13.3K
|
57
$21.1K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
300New |
$51.8K - $70K
|
300
$111K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
165+ 90.66% |
$28.5K - $38.5K
|
347
$129K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
530New |
$91.4K - $124K
|
530
$196K
|
|