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 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.25% |
$665 - $798
|
802
$297K
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.49K- 52.56% |
$827K - $992K
|
2.24K
$831K
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
8K+ 908.06% |
$2.66M - $3.19M
|
8.88K
$3.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.05K+ 3.61% |
$349K - $419K
|
30.1K
$11.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-37- 1.47% |
$12.3K - $14.8K
|
2.48K
$918K
|
|
|
Nov 12, 2025
Q3 2025
|
Malaga Cove Capital, LLC
|
BUY
|
- |
775New |
$258K - $309K
|
775
$287K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-381- 4.77% |
$127K - $152K
|
7.61K
$2.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
508+ 17.48% |
$169K - $203K
|
3.41K
$1.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-23.7K- 29.74% |
$7.88M - $9.45M
|
55.9K
$20.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.73KNew |
$576K - $691K
|
1.73K
$641K
|
|
|
Nov 12, 2025
Q3 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
146+ 105.04% |
$48.6K - $58.3K
|
285
$106K
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
SELL
|
- |
-842- 95.14% |
$280K - $336K
|
43
$15.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
616New |
$205K - $246K
|
616
$228K
|
|
|
Nov 10, 2025
Q3 2025
|
Tredje Ap Fonden
|
BUY
|
- |
1.84K+ 28.16% |
$613K - $735K
|
8.38K
$3.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
65+ 0.27% |
$21.6K - $25.9K
|
24.1K
$8.92M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
91.3K+ 177.34% |
$30.4M - $36.4M
|
143K
$52.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
1K+ 6.1% |
$333K - $399K
|
17.4K
$6.45M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
1KNew |
$333K - $399K
|
1K
$371K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
76+ 2.0% |
$25.3K - $30.3K
|
3.87K
$1.43M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
17K+ 4.39% |
$5.66M - $6.79M
|
405K
$150M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5+ 0.72% |
$1.66K - $2K
|
699
$259K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-7.96K- 26.25% |
$2.65M - $3.17M
|
22.3K
$8.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
86+ 13.21% |
$28.6K - $34.3K
|
737
$273K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-102- 98.08% |
$33.9K - $40.7K
|
2
$741
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-236- 19.14% |
$78.5K - $94.2K
|
997
$369K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
15New |
$4.99K - $5.99K
|
15
$5.56K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
380+ 13.24% |
$126K - $152K
|
3.25K
$1.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
PUT |
2.5KNew |
$832K - $998K
|
2.5K
$926K
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-7- 70.0% |
$2.33K - $2.79K
|
3
$1.11K
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
189+ 3.72% |
$62.9K - $75.4K
|
5.26K
$1.95M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1+ 0.17% |
$333 - $399
|
576
$213K
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
BUY
|
- |
38.5K+ 5.89% |
$12.8M - $15.3M
|
692K
$256M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-23- 0.11% |
$7.65K - $9.18K
|
20.5K
$7.61M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
SELL
|
- |
-257- 15.15% |
$85.5K - $103K
|
1.44K
$533K
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
609+ 3.74% |
$203K - $243K
|
16.9K
$6.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
4.27K+ 6.23% |
$1.42M - $1.7M
|
72.8K
$27M
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
1.62K+ 39.2% |
$539K - $646K
|
5.75K
$2.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.13K- 52.69% |
$708K - $849K
|
1.91K
$708K
|
|
|
Nov 10, 2025
Q3 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
100+ 9.09% |
$33.3K - $39.9K
|
1.2K
$445K
|
|
|
Nov 10, 2025
Q3 2025
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-255K- 30.68% |
$84.7M - $102M
|
575K
$213M
|
|
|
Nov 07, 2025
Q3 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.1K- 35.35% |
$365K - $438K
|
2.01K
$743K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
567+ 8.76% |
$189K - $226K
|
7.04K
$2.61M
|
|
|
Nov 07, 2025
Q3 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
839New |
$279K - $335K
|
839
$311K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2+ 66.67% |
$665 - $798
|
5
$1.85K
|
|
|
Nov 07, 2025
Q3 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
2.29KNew |
$761K - $912K
|
2.29K
$847K
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
1.28K+ 4.78% |
$425K - $510K
|
28K
$10.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-366K- 28.05% |
$122M - $146M
|
939K
$348M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-164- 38.32% |
$54.6K - $65.4K
|
264
$97.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-91- 0.5% |
$30.3K - $36.3K
|
17.9K
$6.65M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
317K+ 3.97% |
$105M - $126M
|
8.3M
$3.08B
|
|