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, 2025
Q3 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
450+ 24.59% |
$150K - $180K
|
2.28K
$845K
|
|
|
Nov 14, 2025
Q3 2025
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.8K- 2.37% |
$598K - $717K
|
74K
$27.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Credit Agricole S A
|
BUY
|
- |
591+ 10.21% |
$197K - $236K
|
6.38K
$2.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
663+ 1.77% |
$221K - $265K
|
38K
$14.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.42K- 10.71% |
$471K - $565K
|
11.8K
$4.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.79K+ 57.58% |
$1.26M - $1.51M
|
10.4K
$3.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.01K- 1.57% |
$337K - $404K
|
63.3K
$23.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
50.2K+ 6899.17% |
$16.7M - $20M
|
50.9K
$18.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-2.6K- 45.61% |
$865K - $1.04M
|
3.1K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
2K+ 31.25% |
$665K - $798K
|
8.4K
$3.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1.37K- 9.42% |
$456K - $547K
|
13.2K
$4.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
915+ 30.94% |
$304K - $365K
|
3.87K
$1.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
9+ 900.0% |
$2.99K - $3.59K
|
10
$3.71K
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-297- 11.89% |
$98.8K - $119K
|
2.2K
$815K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
9.61K+ 1.84% |
$3.2M - $3.83M
|
532K
$197M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-128- 5.98% |
$42.6K - $51.1K
|
2.01K
$746K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-85- 0.45% |
$28.3K - $33.9K
|
19K
$7.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
755+ 2.19% |
$251K - $301K
|
35.3K
$13.1M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
366+ 7.71% |
$122K - $146K
|
5.11K
$1.9M
|
|
|
Nov 14, 2025
Q3 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1.8K+ 1.53% |
$600K - $720K
|
120K
$44.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
131K+ 10.8% |
$43.7M - $52.4M
|
1.35M
$499M
|
|
|
Nov 14, 2025
Q3 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
1.26KNew |
$418K - $501K
|
1.26K
$465K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
488+ 14.54% |
$162K - $195K
|
3.84K
$1.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.54K- 72.96% |
$2.84M - $3.41M
|
3.17K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.05KNew |
$1.01M - $1.22M
|
3.05K
$1.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
607+ 85.73% |
$202K - $242K
|
1.32K
$487K
|
|
|
Nov 14, 2025
Q3 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
PUT |
1.8K+ 128.57% |
$599K - $718K
|
3.2K
$1.19M
|
|
|
Nov 14, 2025
Q3 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-47.7K- 38.4% |
$15.9M - $19.1M
|
76.6K
$28.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-10.1K- 26.4% |
$3.36M - $4.03M
|
28.2K
$10.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
190KNew |
$63.2M - $75.8M
|
190K
$70.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Daniel Loeb
Third Point LLC | New York, Ny
|
SELL
|
- |
-30.9K- 4.94% |
$10.3M - $12.3M
|
594K
$220M
|
|
|
Nov 14, 2025
Q3 2025
|
Man Group PLC
London, X0 |
SELL
|
- |
-36.9K- 18.65% |
$12.3M - $14.7M
|
161K
$59.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Amundi
Paris, I0 |
BUY
|
- |
12.6K+ 11.05% |
$4.19M - $5.03M
|
127K
$46.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
2.88K+ 66.74% |
$958K - $1.15M
|
7.2K
$2.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
384KNew |
$128M - $153M
|
384K
$142M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
3.9K+ 14.18% |
$1.3M - $1.56M
|
31.4K
$11.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
622+ 8.73% |
$207K - $248K
|
7.75K
$2.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
30.4K+ 11.33% |
$10.1M - $12.1M
|
299K
$111M
|
|
|
Nov 14, 2025
Q3 2025
|
Stephen Mandel
Lone Pine Capital LLC | Greenwich, Ct
|
BUY
|
- |
383K+ 20.48% |
$128M - $153M
|
2.26M
$836M
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
PUT |
-4.2K- 84.0% |
$1.4M - $1.68M
|
800
$296K
|
|
|
Nov 14, 2025
Q3 2025
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
4.41K+ 105.08% |
$1.47M - $1.76M
|
8.61K
$3.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Southpoint Capital Advisors LP
New York, NY |
SELL
|
- |
-250K- 68.49% |
$83.2M - $99.8M
|
115K
$42.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
50+ 5000.0% |
$16.6K - $20K
|
51
$18.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
629+ 5.02% |
$209K - $251K
|
13.2K
$4.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.32K+ 1738.22% |
$1.1M - $1.32M
|
3.51K
$1.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
17+ 0.18% |
$5.66K - $6.78K
|
9.36K
$3.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
624+ 59.26% |
$208K - $249K
|
1.68K
$621K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-176- 8.46% |
$58.6K - $70.2K
|
1.9K
$706K
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-89- 0.86% |
$29.6K - $35.5K
|
10.3K
$3.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
19New |
$6.32K - $7.58K
|
19
$7.04K
|
|