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, 2024
Q3 2024
|
Daniel Loeb
Third Point LLC | New York, Ny
|
BUY
|
- |
485KNew |
$93.6M - $137M
|
485K
$160M
|
|
|
Nov 14, 2024
Q3 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
201K+ 81.04% |
$38.8M - $56.7M
|
449K
$148M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
33.3KNew |
$6.42M - $9.38M
|
33.3K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-950- 21.32% |
$183K - $268K
|
3.51K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
29.8KNew |
$5.75M - $8.41M
|
29.8K
$9.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
63.3K+ 17.74% |
$12.2M - $17.9M
|
420K
$139M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
122K+ 917.29% |
$23.5M - $34.4M
|
135K
$44.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Darlington Partners Capital Management, LP
Greenbrae, CA |
BUY
|
- |
316K+ 40.4% |
$61.1M - $89.3M
|
1.1M
$363M
|
|
|
Nov 14, 2024
Q3 2024
|
Eminence Capital, LP
New York, NY |
BUY
|
- |
409K+ 61.09% |
$78.9M - $115M
|
1.08M
$356M
|
|
|
Nov 14, 2024
Q3 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
56.8K+ 25.6% |
$11M - $16M
|
279K
$92.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
800+ 48.16% |
$154K - $226K
|
2.46K
$813K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-158K- 98.54% |
$30.5M - $44.6M
|
2.34K
$774K
|
|
|
Nov 14, 2024
Q3 2024
|
Stephen Mandel
Lone Pine Capital LLC | Greenwich, Ct
|
BUY
|
- |
495K+ 29.38% |
$95.5M - $140M
|
2.18M
$720M
|
|
|
Nov 14, 2024
Q3 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
592+ 7.14% |
$114K - $167K
|
8.89K
$2.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
863KNew |
$167M - $244M
|
863K
$285M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
224K+ 81.98% |
$43.2M - $63.2M
|
497K
$164M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
396K+ 89.39% |
$76.4M - $112M
|
839K
$277M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
9.9KNew |
$1.91M - $2.79M
|
9.9K
$3.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
4.89K+ 34.95% |
$944K - $1.38M
|
18.9K
$6.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-22.9K- 46.33% |
$4.41M - $6.45M
|
26.5K
$8.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
78.5KNew |
$15.2M - $22.1M
|
78.5K
$25.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Southpoint Capital Advisors LP
New York, NY |
BUY
|
- |
250K+ 50.0% |
$48.3M - $70.5M
|
750K
$248M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-70.8K- 74.49% |
$13.7M - $20M
|
24.2K
$8.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
PUT |
2.8KNew |
$540K - $790K
|
2.8K
$925K
|
|
|
Nov 14, 2024
Q3 2024
|
Twinbeech Capital LP
Purchase, NY |
SELL
|
- |
-2.96K- 18.72% |
$571K - $835K
|
12.9K
$4.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.81K+ 98.86% |
$735K - $1.07M
|
7.66K
$2.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
182K+ 1174.08% |
$35.1M - $51.4M
|
198K
$65.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
26+ 108.33% |
$5.02K - $7.33K
|
50
$16.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
6+ 0.51% |
$1.16K - $1.69K
|
1.19K
$392K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
247+ 4.57% |
$47.7K - $69.7K
|
5.65K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
358+ 44.03% |
$69.1K - $101K
|
1.17K
$387K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.86K- 40.34% |
$938K - $1.37M
|
7.19K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
30.1KNew |
$5.81M - $8.49M
|
30.1K
$9.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2+ 8.0% |
$386 - $564
|
27
$8.92K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
20New |
$3.86K - $5.64K
|
20
$6.61K
|
|
|
Nov 13, 2024
Q3 2024
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
23.5K+ 58.23% |
$4.53M - $6.63M
|
63.8K
$21.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
140New |
$27K - $39.5K
|
140
$46.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
43.1K+ 82.62% |
$8.32M - $12.2M
|
95.2K
$31.5M
|
|
|
Nov 13, 2024
Q3 2024
|
2 Xideas Ag
Pfaffikon, V8 |
SELL
|
- |
-12.7K- 31.54% |
$2.45M - $3.58M
|
27.5K
$9.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
7.2K+ 4.21% |
$1.39M - $2.03M
|
178K
$58.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-6.7K- 17.39% |
$1.29M - $1.89M
|
31.8K
$10.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
65+ 0.42% |
$12.5K - $18.3K
|
15.5K
$5.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
56K+ 58.37% |
$10.8M - $15.8M
|
152K
$50.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
680+ 3.51% |
$131K - $192K
|
20.1K
$6.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Winmill & Co. Inc
Millbrook, NY |
BUY
|
- |
24.2K+ 98.13% |
$4.67M - $6.83M
|
48.9K
$16.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
184New |
$35.5K - $51.9K
|
184
$60.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-430- 90.53% |
$83K - $121K
|
45
$14.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-35K- 46.19% |
$6.76M - $9.87M
|
40.8K
$13.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-215K- 27.74% |
$41.5M - $60.6M
|
559K
$185M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-6.84K- 24.08% |
$1.32M - $1.93M
|
21.6K
$7.13M
|