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
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
329+ 11.99% |
$109K - $131K
|
3.07K
$1.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-46.4K- 5.32% |
$15.4M - $18.5M
|
824K
$305M
|
|
|
Nov 14, 2025
Q3 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
2.36KNew |
$784K - $941K
|
2.36K
$874K
|
|
|
Nov 14, 2025
Q3 2025
|
Jain Global LLC
New York, NY |
SELL
|
- |
-3K- 62.69% |
$999K - $1.2M
|
1.79K
$663K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-1.09K- 19.71% |
$362K - $434K
|
4.43K
$1.64M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
176+ 5.17% |
$58.6K - $70.2K
|
3.58K
$1.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
69.5KNew |
$23.1M - $27.7M
|
69.5K
$25.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
354+ 5.33% |
$118K - $141K
|
7K
$2.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-40K- 99.93% |
$13.3M - $15.9M
|
27
$10K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-3.07K- 4.95% |
$1.02M - $1.22M
|
58.9K
$21.8M
|
|
|
Nov 13, 2025
Q3 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
28.8K+ 940.6% |
$9.59M - $11.5M
|
31.9K
$11.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
2.3K+ 209.36% |
$766K - $919K
|
3.4K
$1.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
337+ 0.59% |
$112K - $134K
|
57.1K
$21.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Munich Reinsurance CO Stock Corp In Munich
Munich, |
BUY
|
- |
5.94KNew |
$1.97M - $2.37M
|
5.94K
$2.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-5.6K- 63.39% |
$1.86M - $2.23M
|
3.23K
$1.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-201- 6.96% |
$66.9K - $80.2K
|
2.69K
$997K
|
|
|
Nov 13, 2025
Q3 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
6.81K+ 2.07% |
$2.26M - $2.72M
|
335K
$124M
|
|
|
Nov 13, 2025
Q3 2025
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-1.06K- 29.28% |
$352K - $422K
|
2.56K
$947K
|
|
|
Nov 13, 2025
Q3 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
55.6K+ 125.03% |
$18.5M - $22.2M
|
100K
$37.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.82K+ 7.82% |
$605K - $725K
|
25.1K
$9.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-100K- 16.73% |
$33.3M - $40M
|
499K
$185M
|
|
|
Nov 13, 2025
Q3 2025
|
Artemis Investment Management LLP
|
SELL
|
- |
-44.9K- 45.29% |
$14.9M - $17.9M
|
54.2K
$20.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
183New |
$60.9K - $73K
|
183
$67.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
21.1K+ 121.39% |
$7.01M - $8.41M
|
38.5K
$14.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-1.39K- 3.75% |
$464K - $556K
|
35.8K
$13.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-973- 11.71% |
$324K - $388K
|
7.34K
$2.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
297+ 5.98% |
$98.8K - $119K
|
5.27K
$1.95M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
2.61M+ 15960.07% |
$869M - $1.04B
|
2.63M
$974M
|
|
|
Nov 13, 2025
Q3 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
694+ 42.73% |
$231K - $277K
|
2.32K
$859K
|
|
|
Nov 13, 2025
Q3 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-9.12K- 2.66% |
$3.03M - $3.64M
|
334K
$124M
|
|
|
Nov 13, 2025
Q3 2025
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-2.45K- 3.42% |
$815K - $978K
|
69.1K
$25.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Aviva PLC
|
BUY
|
- |
7.4K+ 13.22% |
$2.46M - $2.95M
|
63.4K
$23.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.47K+ 3.35% |
$1.82M - $2.18M
|
169K
$62.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-56- 1.31% |
$18.6K - $22.3K
|
4.21K
$1.56M
|
|
|
Nov 13, 2025
Q3 2025
|
University Of Texas
|
BUY
|
- |
5.34KNew |
$1.78M - $2.13M
|
5.34K
$1.98M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
462+ 3.16% |
$154K - $184K
|
15.1K
$5.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
12.1K+ 22.91% |
$4.04M - $4.84M
|
65.1K
$24.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
811+ 89.02% |
$270K - $324K
|
1.72K
$638K
|
|
|
Nov 13, 2025
Q3 2025
|
F
|
SELL
|
- |
-279- 3.08% |
$92.8K - $111K
|
8.77K
$3.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1- 0.12% |
$333 - $399
|
857
$318K
|
|
|
Nov 13, 2025
Q3 2025
|
Silvant Capital Management LLC
|
SELL
|
- |
-1.36K- 8.64% |
$451K - $541K
|
14.3K
$5.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 25.0% |
$333 - $399
|
5
$1.85K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
220+ 3.63% |
$73.2K - $87.8K
|
6.28K
$2.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.62K+ 3.04% |
$1.87M - $2.24M
|
190K
$70.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
2+ 0.36% |
$665 - $798
|
552
$205K
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
82+ 1.79% |
$27.3K - $32.7K
|
4.66K
$1.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-1.01K- 83.47% |
$336K - $403K
|
200
$74.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-38.4K- 6.38% |
$12.8M - $15.3M
|
564K
$209M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
105K+ 45.45% |
$34.9M - $41.9M
|
336K
$125M
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
11.3K+ 6.98% |
$3.76M - $4.51M
|
173K
$64.2M
|
|