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 13, 2024
Q3 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-15.3K- 63.23% |
$2.95M - $4.31M
|
8.89K
$2.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
28+ 19.86% |
$5.4K - $7.9K
|
169
$55.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-1.3K- 11.39% |
$251K - $367K
|
10.1K
$3.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
91.7K+ 1.28% |
$17.7M - $25.9M
|
7.28M
$2.41B
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
365+ 7.08% |
$70.4K - $103K
|
5.52K
$1.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
916New |
$177K - $258K
|
916
$303K
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
151+ 68.02% |
$29.1K - $42.6K
|
373
$123K
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-7.01K- 65.51% |
$1.35M - $1.98M
|
3.69K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-93.2K- 95.54% |
$18M - $26.3M
|
4.35K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-9- 0.37% |
$1.74K - $2.54K
|
2.43K
$801K
|
|
|
Nov 13, 2024
Q3 2024
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
15.6KNew |
$3M - $4.39M
|
15.6K
$5.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-40- 2.51% |
$7.72K - $11.3K
|
1.55K
$513K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-523- 8.0% |
$101K - $148K
|
6.01K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.3K+ 68.9% |
$1.02M - $1.5M
|
13K
$4.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
421+ 8.63% |
$81.3K - $119K
|
5.3K
$1.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
88.9KNew |
$17.2M - $25.1M
|
88.9K
$29.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
16.7KNew |
$3.22M - $4.7M
|
16.7K
$5.51M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
902K+ 1007.05% |
$174M - $254M
|
991K
$327M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.72K- 0.94% |
$911K - $1.33M
|
498K
$165M
|
|
|
Nov 13, 2024
Q3 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
12.9K+ 450.35% |
$2.49M - $3.63M
|
15.7K
$5.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
19+ 14.5% |
$3.67K - $5.36K
|
150
$49.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.63K+ 3.54% |
$314K - $459K
|
47.6K
$15.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-12.7K- 28.04% |
$2.45M - $3.58M
|
32.6K
$10.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
36.9K+ 20.87% |
$7.13M - $10.4M
|
214K
$70.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-864- 8.69% |
$167K - $244K
|
9.08K
$3M
|
|
|
Nov 13, 2024
Q3 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-2.72K- 1.84% |
$524K - $766K
|
145K
$47.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-751- 12.71% |
$145K - $212K
|
5.16K
$1.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
13.5K+ 0.52% |
$2.6M - $3.8M
|
2.6M
$860M
|
|
|
Nov 13, 2024
Q3 2024
|
Teca Partners, LP
Austin, TX |
BUY
|
- |
15.1KNew |
$2.91M - $4.25M
|
15.1K
$4.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-29K- 6.32% |
$5.59M - $8.17M
|
430K
$142M
|
|
|
Nov 13, 2024
Q3 2024
|
Brant Point Investment Management LLC
New York, NY |
SELL
|
- |
-9.41K- 27.37% |
$1.82M - $2.65M
|
25K
$8.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
PUT |
200New |
$38.6K - $56.4K
|
200
$66.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
1.42K+ 42.16% |
$274K - $401K
|
4.79K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.5K- 21.78% |
$676K - $987K
|
12.6K
$4.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-129K- 70.29% |
$25M - $36.5M
|
54.7K
$18.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
53.7K+ 8.31% |
$10.4M - $15.1M
|
700K
$231M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.78KNew |
$343K - $502K
|
1.78K
$588K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
135+ 60.0% |
$26.1K - $38.1K
|
360
$119K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-48- 1.83% |
$9.26K - $13.5K
|
2.58K
$852K
|
|
|
Nov 13, 2024
Q3 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-7.48K- 13.61% |
$1.44M - $2.11M
|
47.5K
$15.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
52+ 2.1% |
$10K - $14.7K
|
2.53K
$837K
|
|
|
Nov 13, 2024
Q3 2024
|
Candriam S.C.A.
|
SELL
|
- |
-1.77K- 21.84% |
$342K - $500K
|
6.34K
$2.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-92- 1.92% |
$17.8K - $26K
|
4.69K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.33K+ 14.38% |
$256K - $375K
|
10.6K
$3.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.08K- 76.04% |
$595K - $870K
|
972
$321K
|
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
3.5KNew |
$676K - $987K
|
3.5K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
46+ 1.04% |
$8.88K - $13K
|
4.46K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1.1KNew |
$212K - $310K
|
1.1K
$363K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 7.02% |
$772 - $1.13K
|
53
$17.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
25K+ 230.4% |
$4.82M - $7.05M
|
35.8K
$11.8M
|